华为排在中国2025年4~6月手机出货量榜首（Reuters） 数据显示，中国4～6月智能手机出货量为6900万部。华为以1250万部位居第一，vivo和 OPPO紧随其后，小米第4，苹果第5。自美国的制裁影响智能手机生产、销售陷入低迷以 来，华为4年多来重回首位…… 苹果排在第5位，受到中国企业挤压的状况仍在持续。苹果把iPhone16、iPhone16 Pro的价 格下调至政府补贴的对象范围之内，缩小了出货量的降幅。 预计中国智能手机市场将在2025年下半年继续低迷。IDC的高级研究分析师Arthur Guo分析 称，经济环境严峻，消费者心理低迷，需求大幅增加的可能性较低，将面临更加复杂的状 况。 日本经济新闻（中文版：日经中文网）藤野逸郎 广州 美国调查公司IDC发布的数据显示，中国4～6月智能手机的出货量同比减少4%，降至6900 万部。时隔6个季度出现负增长。中国政府正在发放以旧换新补贴，但效果逐渐减弱。 IDC表示，部分地方政府在发放补贴的使用方面存在混乱，推动效果有限。手机厂商分阶段减 少出货和流通库存，利用6.18促销推进了去库存。 从各厂商来看，华为以1250万部的出货量位居第一。自美国政府 ...

July 15, 2025 12:14 AM GMT Xiaomi Corp | Asia Pacific 2Q25 Global Smartphone Shipment Likely to Exceed 42mn units Key Takeaways Xiaomi's global smartphone shipment in 2Q25 may exceed its 1Q25 performance. According to preliminary data from IDC, global smartphone shipment increased slightly, by 1.0% YoY, to 295.2mn units in 2Q25. By company, Samsung's shipment reached 58mn units in 2Q25, up 7.9% YoY, maintaining the No. 1 position globally, with 19.7% market share. Apple ranked No. 2, with 46.4mn units' ship ...

以下文章来源于Omdia ，作者Omdia Omdia . Omdia隶属于Informa TechTarget，是一家专注于技术研究与咨询的机构。通过深刻的科技市场洞察力和 可操作的建议，Omdia帮助组织做出明智的增长决策。 要点 渠道激励正在成为智能手机行业的关键战略，帮助品牌在增长乏力的市场中提升销量和品牌影响力。 本报告深入剖析了如何通过科学的渠道激励体系撬动销售增长，覆盖从策略设计到运营落地的全链路最佳 实践。 它汇集了智能手机渠道生态的各方参与者，包括品牌方、经销商、零售商、供应链伙伴以及区域市场专 家，共同探索激励模式的演进与创新。 Omdia 特别报告 – 如何通过渠道激励撬动智能手机销售增长 omdia.com 展示了三种主流激励模式及其应用案例，并揭示了行业领先品牌（如小米、三星、vivo）在全球的实战经验。 参与者包括： 本报告是一本实用指南， 详细解析⼚商如何建⽴可靠、可扩展的后台体系，以确保激励措施的准确、透明和 ⼤规模实施。 智能手机制造商及品牌（如小米、三星、vivo 等） 渠道经销商和零售网络 运营与财务体系建设 市场策略与数字工具服务商 扫码下载该报告 文章版权和解释权归微 ...

关于 智能手机 Horizon 服务 Canalys （现并入 Omdia ）智能手机研究负责人刘艺璇（ Amber Liu ）表 示： " 尽管 2025 年开局较为缓慢，但各大厂商如今已做好充分准备，应对这一预计整体 持平的年份。预计许多在 2025 年上半年推迟换机的消费者，将在年底的购物节和各类促销活动中进行 购买。有效的定价策略和巧妙的促销手段仍是厂商取得成功的关键 —— 正如华为和苹果在今年 5 月 '618' 购物节期间所获得的积极反响所示。近期的新品发布活动凸显了更轻薄的设计、生态 系统创新和隐私保护等卖点，旨在吸引消费者升级设备。但在当前市场中，价格敏感型消费者依然是换机需求的主 要驱动力。他们更倾向于以合理价格更换旧机。此外，目前渠道中的库存水平保持健康，也为新近发布机型的补货 创造了有利条件，有望推动行业在下半年重回增长轨道。 " | 全球智能手机厂商市场份额 | | | | | --- | --- | --- | --- | | Canalys 智能手机市场初步分析统计数据: 2025 年第二季度 | | | | | 2024年 | 2025 年 | | 电摄 | | 簡 | 第二季度 ...

Samsung just introduced three new foldable smartphones to better appeal to a mainstream audience. These phones are thinner, lighter, and in one case, a lot cheaper. The $900 Galaxy Z Flip 7 FE is Samsung's cheapest folding phone. That's a big price change compared to the new $2,000 Fold 7 and the 1100 Galaxy Z Flip 7.The Fold 7 now measures just 8.9% mm thick when closed. compared to the 14.9% mm Galaxy Zfold 6, which makes the Fold feel much closer to a normal phone in your hand. Meanwhile, the Galaxy Z Fl ...

Chinese smartphone maker Xiaomi has pulled off something Apple failed to do despite a decade-long attempt, and that’s to make a car.@Lindadalew looks at what helped Xiaomi overtake Apple’s EV ambitions https://t.co/kteGLsksYg https://t.co/CcnyZStONT ...

Core Insights - The Japanese smartphone market experienced a significant year-on-year growth of 31% in Q1 2025, primarily driven by strong sales from Apple, which saw a 57% increase in shipments due to the successful launch of the iPhone 16e and continued demand for the iPhone 16 series [1][6] - Apple's dominance in the Japanese market is notable, contributing nearly 90% of the total market growth, with no other brand exceeding an increase of 500,000 units during the same period [1][4] Group 1: Market Dynamics - The growth in the Japanese smartphone market is also supported by aggressive promotional activities from carriers, retailers, and OEMs, including device discounts, point rewards, data boosts, service bundling, and mobile number portability incentives [3] - Device return programs are becoming increasingly popular among Japanese consumers, further stimulating new purchases and upgrades [3] Group 2: Apple's Market Position - Apple's market share in Japan is significantly higher than in other major Asian and global markets, attributed to the evolution of telecom policies, historical channel inertia, and unique cultural factors [4] Group 3: Market Outlook - The strong growth is expected to continue into Q2 2025, but a decline is anticipated starting in Q3 as sales of the iPhone 16e have already begun to decrease since June [6] - The upcoming iPhone 17, set to launch later in 2025, may spark new competition in the high-end market, although its high pricing could limit some sales potential [6] - Competing Android brands like Samsung and Google are introducing more cost-effective flagship products to capture market share amid inflation, yen depreciation, and potential tariff increases [6]

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 主流运营商（MNO）与虚拟运营商（MVNO）相继推出包括设备直降、积分返还、流量提升、服务 捆绑、携号转网（MNP）奖励等多种优惠活动，显著激发了用户的新购与换机需求。 其中，设备回收返现计划（device return programs）正迅速在日本消费者中普及。 Apple在日本市场的绝对主导地位及其成因 根据 Counterpoint Research发布的日本智能手机销量追踪报告 ，2025年第一季度，日本智能手机销 量同比增长31%。 尽管日本智能手机市场长期被认为趋于成熟且增长停滞，但这一表现已成为近年来的显著突破。 此次增长主要由Apple的强劲销量推动。2025年第一季度，Apple出货量同比增长57%，这得益于2月 底发布的iPhone 16e的热销，以及2024年发布的iPhone 16系列 ...

Core Viewpoint - Apple Inc is set to launch a foldable smartphone, the iPhone Fold, expected in 2026, after ensuring specifications and production readiness [1][4]. Group 1: Production and Market Strategy - Apple has developed a production line capable of producing twice the number of foldable iPhones it anticipates selling [2]. - The company adheres to a "best, not first" philosophy, prioritizing quality over being first to market [2]. - Initial production capabilities are aimed at manufacturing six million to eight million foldable iPhones in the first year [6]. Group 2: Product Features and Partnerships - Key considerations for the foldable iPhone include addressing dust and minimizing the visible crease when the screen is unfolded [3]. - Samsung is a partner for the display technology, and the iPhone Fold's display may surpass the current technology used in Samsung's foldable phones [5]. Group 3: Pricing and Demand - The expected retail price for the iPhone Fold is around $2,000, which may limit initial consumer demand [5]. - Apple is preparing for the possibility of higher demand than initially projected by increasing production capabilities [6]. Group 4: Stock Performance - As of the latest report, Apple stock is trading at $212.81, with a year-to-date decline of 13% in 2025 [6].

Core Insights - The average smartphone replacement cycle is extending globally to approximately 3.5 years, with China seeing an increase to about 3.7 years, indicating a shift in consumer behavior towards longer device usage [1][3] - The rise of the repair and refurbishment market is contributing to this trend, as consumers are increasingly opting for repairs and refurbished devices rather than purchasing new ones [3][5] Repair and Refurbishment Market - In China, 73% of respondents reported having repaired old phones, significantly higher than the global average of 60%, highlighting the effectiveness of local repair services [3] - 90% of respondents consider durability an important factor for their next purchase, and 75% prioritize product sustainability [3] - The sales of refurbished smartphones in China are on the rise, with a projected growth of 6% in 2024, and refurbished devices currently account for 20% of the smartphone market [3] Consumer Preferences - Consumers are increasingly focused on durability, battery life, software update longevity, and resale value when making purchasing decisions [5][9] - The demand for performance upgrades through repairs, such as expanding storage and RAM, is reducing the inclination to buy new devices [5] Manufacturer Responses - Smartphone manufacturers are adapting to changing consumer preferences by emphasizing product durability and repairability [7] - Apple has been showcasing its durability testing processes, including drop tests and vibration tests, to assure consumers of product resilience [7] - Companies like Google and Samsung are committing to extended software support, with Google promising up to 7 years for Pixel devices and Samsung offering 7 years for Galaxy S25 series [9] - Qualcomm is also extending support for Android updates to 8 years for devices using its latest processors, indicating a broader industry shift towards longer product lifespans [9]