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全球智能手机市场“量缓价升” AI手机与折叠屏机型迎来新增长机会
Zheng Quan Ri Bao Wang· 2025-08-07 12:59
Core Insights - The global smartphone market revenue reached a record high of over $100 billion in Q2 2025, marking a 10% year-on-year growth, while the shipment volume only grew by 3% [1] - The average selling price (ASP) of smartphones also hit a new high, increasing by 7% to nearly $350, indicating a trend of "volume slowing, price rising" driven by strong demand in the high-end market [1][2] - Major brands like Apple, Samsung, Xiaomi, OPPO, and vivo all reported year-on-year revenue growth in Q2 2025, with Apple leading the market with a 43% share and a 13% increase in revenue [2] Market Dynamics - High-end device demand is particularly strong in developed markets, supported by expanded financing options, trade-in programs, and aggressive promotional activities that lower the entry barrier for consumers [1][2] - OPPO achieved a 14% increase in average selling price, the highest among the top five brands, despite a decline in shipment volume, thanks to the success of its high-end models [2] - Vivo's revenue grew by 4% and shipment volume by 5%, driven by expansion in markets like India, the Middle East, Africa, and Latin America, while also increasing its share in Europe [2] Industry Trends - The smartphone industry is undergoing a structural adjustment where revenue growth outpaces shipment growth, indicating a shift towards enhancing product value and user experience as the market approaches saturation [2][3] - The trend of value growth replacing quantity growth is expected to become the new normal in the smartphone industry, with a focus on innovation in hardware, software, and AI ecosystems [3] - Future growth opportunities are anticipated from emerging trends such as generative AI smartphones and foldable devices, which are expected to significantly impact the global smartphone market [3]