齐鲁晚报·齐鲁壹点 魏银科 2025年5月10日，苹果公司实施了一次极具话题性的商业决策——对 iPhone 16 全系列产品进行官方价格调整，最大降幅逼近1500元人民币。 IDC 中国季度手机市场报告进一步印证了苹果的市场困境。2025年第一季度，中国智能手机市场出货量同比增长3.3%，达7160万部。市场排名中，小米、 华为、OPPO 和 vivo 占据前四位，而苹果以980万台的出货量位列第五，同比下滑9%，成为头部品牌中唯一出现负增长的厂商。 | | | | 2025年第一季度中国前五大智能手机厂商-- 出货量、市场份额、同比增幅 | | | | --- | --- | --- | --- | --- | --- | | 厂商 | 2025年第一季度 用货量 (单位:百万台) | 2025年第一季度 市场份额 | 2024年第一季度 出货量 (单位:百万台) | 2024年第一季度 市场份额 | 同比增幅 | | 1. Xiaomi | 13.3 | 18.6% | 9.5 | 13.8% | 39.9% | | 2. Huawei | 12.9 | 18.0% | 11.7 | 17.0% | 1 ...

Group 1 - The core viewpoint is that foldable smartphones represent a significant opportunity in the smartphone market, akin to the early days of the internet, with expectations of a 20% market share in China's high-end segment by 2025 [1][2][30] - The foldable smartphone market is expected to experience a slowdown from 2024 to 2025 but is projected to see significant growth again by 2026, particularly with Apple's anticipated entry into the foldable market [1][2][30] - Current foldable devices have improved durability, with mainstream models offering over 300,000 folds and IPX8 water resistance, enhancing their usability [1][4] Group 2 - Foldable smartphones provide a unique user experience, especially for multitasking and immersive entertainment, with larger screens facilitating better document handling and media consumption [4][5] - However, there are concerns regarding the long-term viability of foldable phones as replacements for traditional smartphones, particularly regarding user experience and practicality [2][3][16] - The foldable smartphone segment is seen as a niche market, catering to specific user needs for productivity, entertainment, and fashion, rather than a universal solution for all consumers [26][30] Group 3 - Key challenges for foldable smartphones include durability issues, battery life limitations, weight, camera specifications, and software optimization, which need to be addressed for broader adoption [9][11][12][13][14] - The user experience is critical, with many users finding the transition between screens cumbersome, leading to a preference for traditional devices in everyday scenarios [20][21][22] - The potential introduction of foldable devices by major players like Apple could signify a shift in the company's innovation strategy, moving towards a more stable and less disruptive approach [30][31][32]

期数： 2025 年 4 月刊 大纲： 温馨提示： * 请 会 员 单 位 通 过 会 员 登 陆 平 台 下 载 或 邮 件 接 收 此 份 报 告 。 * 如 需 了 解 更 多 相 关 信 息 ， 请 订 阅 C I N N O Re s e a r c h 《 中 国 智 能 手 机 市 场 销 量 分 析 报 告 》 。 联系我们 马女士 Ms . Ceres TEL：（+86）137-7604-9049 Emai l：CeresMa@cinno.com.cn 分类： 会员服务—手机市场月度发展趋势概况 主题： 2025 年 Q1 国补政策换机需求释放，国内智能机销量同比增长 4% 概要： 内容涵盖 Q1 中国智能手机市场的销量、品牌、价格段等走势分析 1. Q1 ' 22-Q1 ' 25 中国市场智能机销量及同比趋势 2. Q1 ' 22-Q1 ' 25 中国市场智能机价格段趋势 3. Q1 ' 22-Q1 ' 25 中国折叠屏手机市场销量及环比趋势 4. Q1 ' 22-Q1 ' 25 中国智能机市场手机品牌趋势 5. Q1 ' 23-Q1 ' 25 中国市场 Hu awe i 智能机销量 及价 ...

打不过就拥抱 从结果来看，单方面主动兼容苹果，让安卓厂商俘获了一些增量用户，但想借此实现高端化破局并 不容易。 处处为苹果用户着想的，不只是苹果公司，还有安卓智能手机厂商们。 4月下旬，vivo发布了新一代旗舰机vivo X200 Ultra和vivo X200s，这两款手机有一个共同的卖点：能 与苹果生态（iOS/Mac）深度融合。 比如，vivo办公套件可以让vivo手机和Mac电脑双向互传数据；通过vivo互传软件，vivo手机不仅能 与iPhone"碰一碰"互传数据，还可以与iPhone实现电话、短信、通知相互流转。所谓"流转"，就是 说，如果你同时有vivo和iPhone，可以在vivo上看到iPhone的来电通知和短信。 作者 丨 吴姿 图源： vivo 不只vivo，近年来，OPPO、小米等安卓厂商不约而同地主动兼容苹果，上线文件互传、远程控制、 剪切板同步等功能。 去年10月，小米宣布，在澎湃OS 2.0系统上，小米手机可通过"小米互联服务"与iPhone、iPad、Mac 之间实现文件互传；小米的设备还能查看Keynote、Pages等苹果系统软件的文档。去年9月，OPPO 在苹果App S ...

Core Insights - Apple has completed the Engineering Validation Testing (EVT) for at least one model of the iPhone 17 series, marking a significant milestone towards its launch [1][2] Product Development - EVT is crucial in the product development process, ensuring that the prototype meets design expectations before moving to mass production [2] - Completion of EVT indicates that the product design is largely finalized, with only minor adjustments expected thereafter [2] Product Line Changes - The iPhone 17 series will see a major shift in its product lineup, with the Plus model being discontinued and a new Air model introduced, resulting in a lineup of "iPhone 17 Air, iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max" [3] - This change reflects Apple's deep understanding of market trends and consumer demands for lightweight and differentiated performance in smartphones [3] Design Innovations - The iPhone 17 Air is noted for its remarkable thinness at 5.59mm, making it the lightest iPhone to date [4] - The standard iPhone 17 retains a classic design, while the Pro models feature a more aggressive "horizontal matrix" design with an enlarged camera module [5] Performance Enhancements - The iPhone 17 and iPhone 17 Air are expected to be powered by the A19 chip, while the Pro models will feature the more advanced A19 Pro chip, both utilizing TSMC's 3nm process technology [6] - There are speculations about the base iPhone 17 potentially having 8GB or 12GB of RAM, with the other models expected to have at least 12GB, enhancing multitasking capabilities [6][7] Imaging System Advancements - The iPhone 17 Air will feature a single camera with a large sensor to improve low-light performance, supported by advanced computational photography algorithms [8] - The Pro models are anticipated to have significant upgrades, including a rumored 100MP main camera, enhanced optical zoom, and improved computational photography capabilities [10] Market Context - With the completion of EVT, the iPhone 17 series is expected to launch in September, facing intense competition from Android manufacturers like Samsung [11] - To maintain its market position, Apple will need to demonstrate innovation in its products and adapt its pricing and marketing strategies to meet diverse consumer needs [11]

Group 1 - The core discussion revolves around Apple's potential shift of iPhone production to the United States, contingent on advancements in robotic arms technology achieving commercial standards [2] - Apple CEO Tim Cook emphasizes the importance of automation to reduce reliance on manual labor, indicating that even if technology meets standards, the challenge of hiring sufficient skilled workers in the U.S. remains [2][3] - Cook highlights that the primary reason for Apple's manufacturing presence in China is not cost, but rather the high skill density available, which is crucial for precision manufacturing [2][3] Group 2 - The cost structure of manufacturing in the U.S. would lead to a minimum 20% increase in product prices, even with fully automated production lines, due to training and equipment setup costs [3] - The U.S. manufacturing sector faces a "de-skilling" issue, lacking sufficient mid-level technical talent to support precision manufacturing, which complicates any potential shift away from reliance on China [3][8] - China's dominance in the global smartphone market, accounting for 44% of production, is attributed to its complete industrial ecosystem, which provides both manufacturing and innovation capabilities [3][6] Group 3 - The competition in the global supply chain is fundamentally about the speed of technological iteration and the depth of industrial ecosystems, with China's skill density advantage creating a significant barrier to replication [8][9] - As the U.S. attempts to leverage policy to bring manufacturing back, China's manufacturing sector is transitioning from scale advantages to quality advantages, with automation rates in key industrial areas exceeding 85% [8][9] - The combination of technology, talent, and market responsiveness in China not only fortifies its manufacturing base but also positions it favorably in emerging technology sectors like artificial intelligence and quantum computing [9]

Group 1 - High inventory levels are the main factor dragging down market shipments, leading brands to prioritize inventory clearance, which slows down the launch of new devices [3] - The number of new product launches has dropped by 26% compared to the same period last year, further impacting overall market vitality [3] - Despite the overall decline in market shipments, Indian consumers' enthusiasm for ultra-premium products remains strong, with market share in the segment above 45,000 INR (approximately 3,860 CNY) rising to 14%, a year-on-year increase of 15% [3] Group 2 - Vivo leads the Indian smartphone market for the third consecutive quarter with a 9% year-on-year growth, driven by models like Y29 5G and T4x priced below 15,000 INR (approximately 1,287 CNY) [3] - Samsung has successfully risen to the second position in the market through a multi-price segment new product launch strategy, particularly with the S25 Ultra series boosting the S series' share in high-end products to a historical high [3] - OPPO ranks third in the market, with its A3 and K series models gaining consumer favor through durability marketing strategies [4] Group 3 - Xiaomi has experienced a decline in shipments due to inventory pressure, while realme achieved a moderate growth of 3% thanks to the performance of its P series and 14 Pro series [4] - Apple has shown remarkable performance in the Indian market, achieving a 29% year-on-year growth and setting a new record for first-quarter shipments, with a shipment value share of 26% [4]

(文/汤普济 编辑/吕栋） 魅族新机撞脸华为三折叠？ 4月29日，星纪魅族中国区总经理肖波发布微博，解释魅族Note 16经过多方调研，设计源于中华千年藻井，并称华为三折叠也"心有灵犀"，更是在文末直接 抽送魅族Note 16与华为三折叠。 微博 有媒体调侃，魅族是要"联名"华为三折叠。 此前原定于4月22日发布的魅族Note 16系列宣布推迟上市时间至5月中旬，原因是要确保Note 16系列出厂能原生搭载Flyme 12系统，该系统首发魅族AI技 术。 此外，据博主爆料，魅族Note16将搭载紫光展锐芯片T765，支持5G双卡双待。 微博 其他参数方面，据博主爆料，魅族Note 16还将配备LCD直屏，电池容量为6600mAh，充电功率达40w。 | | 魅族 Note 16 | | | --- | --- | --- | | 发布价格 | 预测 1099 (8+128G) | | | 5G 支持 | 5G 双卡双待 | | | 电池 | 6600mAh | | | 充电 | 40W | | | 屏幕 | 6.68 英寸 120Hz LCD 护眼直屏 1080P | 6.67 英 | | 处理器 | 紫光展 ...

Core Insights - The global smartphone market experienced only a 0.2% growth in Q1 2025, with shipments reaching 296.9 million units, marking a decline in growth for three consecutive quarters due to the end of a replacement cycle and manufacturers seeking healthier inventory levels [1][3]. Market Performance - Samsung maintained its leading position with shipments of 60.5 million units, followed by Apple with 55 million units, capturing 19% market share. Xiaomi ranked third with 41.8 million units and a 14% market share [1][3]. - Vivo and OPPO ranked fourth and fifth, with shipments of 22.9 million and 22.7 million units, respectively [1]. Regional Insights - The smartphone market in regions like India, Latin America, and the Middle East has shown significant declines, indicating saturation in the demand for mass-market products. Conversely, the Chinese market is experiencing growth driven by government subsidy policies, while the African market benefits from active retail channels and market expansion efforts by manufacturers [3][5]. - The U.S. smartphone market saw a 12% year-on-year growth in Q1, primarily driven by Apple, which has been proactive in inventory management ahead of changing tariff policies [5]. Future Outlook - Despite the lackluster performance in Q1, major smartphone brands have not adjusted their annual targets, hoping for a market recovery in Q2 and the second half of the year. Some regions, such as Southeast Asia and Latin America, have shown signs of gradual recovery [7]. - Manufacturers face challenges, including cautious hardware upgrades in the mass-market segment due to rising costs, increased competition in the mid-range segment (US$200-400), and potential pressures from global trade tensions leading to localized production [7].

Canalys（现并入Omdia）最新研究显示，2025年第一季度，全球智能手机市场仅实现0.2%的增长，出货量达 2.969亿台。由于阶段性换机高峰进入尾声以及厂商寻求更健康的库存水位，全球智能手机市场增速已经连续 三个季度回落。三星凭借最新旗舰产品的发布以及性价比A系列新品巩固了第一的位置，出货量达6050万台。 苹果凭借其在亚太新兴市场以及美国市场的增长位列第二，出货量达5500万台，份额达19%。小米稳居第三， 出货量达4180万台，市场份额为14%，丰富的生态产品组合助力其在中国本土市场和海外新兴市场强化品牌优 势。vivo和OPPO位列第四及第五位，出货量分别为2290万台和2270万台。 Canalys（现并入Omdia）首席分析师朱嘉弢指出："各区域智能手机状况正变得复杂。在过去一年增长势头强 劲的印度、拉美和中东等区域出现了明显下滑，显现出大众产品区间换机需求的饱和。多数安卓品牌正在一季 度积极调整自身的库存水平以避免影响新机发布和渠道价格体系。欧洲市场在经历了短暂的复苏后再次出现下 跌，厂商受困于去年末的旗舰机高库存以及生态设计法案对未来中低端区间产品线的扰乱。然而仍然有区 域 市场呈现出 ...