Core Insights - The domestic smartphone market in China saw a shipment volume of 27.93 million units in September 2025, representing a year-on-year growth of 10.1% [1] - 5G smartphones accounted for 24.11 million units shipped in the same month, with a year-on-year increase of 8.0%, making up 86.3% of total shipments [1] - The cumulative smartphone shipments from January to September 2025 reached 220 million units, showing a slight decline of 0.3% year-on-year, while 5G smartphone shipments totaled 18.7 million units, a growth of 0.1% [3] Market Dynamics - In September 2025, 47 new smartphone models were launched, marking a 30.6% increase year-on-year, with 23 of these being 5G models, which is a 64.3% increase [5] - For the first nine months of 2025, a total of 398 new smartphone models were introduced, up 20.6% year-on-year, with 180 being 5G models, reflecting a 1.1% increase [5] - Domestic brands dominated the market, with shipments of 23.64 million units in September 2025, a 16.1% increase, representing 84.7% of total shipments [5] Brand Performance - In the first nine months of 2025, domestic brands shipped 192 million units, a growth of 2.3%, capturing 87.6% of the overall market [5] - The number of new models launched by domestic brands reached 378, accounting for 94.7% of the total new models [5] - In September 2025, the shipment of smart devices was 25.62 million units, with a year-on-year growth of 8.0%, and smart devices accounted for 91.7% of total shipments [7] Future Outlook - Industry experts suggest that the key variables for the future performance of the domestic smartphone market will include the increase in 5G penetration, the push of domestic brands into the mid-to-high-end market, and the optimization of new product structures [7]