12月4日消息，荣耀终端股份有限公司产品线总裁方飞发微博谈"豆包手机"："豆包手机"这两天被高度 关注，AI手机赛道有了新伙伴的加入，这让荣耀的AI团队振奋。 我们看到演示视频中展示了与豆包助手视频通话，让豆包全网比价、收藏咖啡厅等等场景，看过视频的 朋友是否觉得眼熟？没错，豆包手机助手实现了对通用场景的支持并自动执行，这与荣耀AI从特定任 务向通用化执行的发展道路是一致的。 责任编辑：李思阳 12月4日消息，荣耀终端股份有限公司产品线总裁方飞发微博谈"豆包手机"："豆包手机"这两天被高度 关注，AI手机赛道有了新伙伴的加入，这让荣耀的AI团队振奋。 我们看到演示视频中展示了与豆包助手视频通话，让豆包全网比价、收藏咖啡厅等等场景，看过视频的 朋友是否觉得眼熟？没错，豆包手机助手实现了对通用场景的支持并自动执行，这与荣耀AI从特定任 务向通用化执行的发展道路是一致的。 责任编辑：李思阳 ...

Core Insights - The "Doubao Assistant" engineering prototype, developed by ByteDance and ZTE, sold out within a day of its release, indicating strong market demand for AI-integrated smartphones [1][6] - The device is not a mass-market product but an engineering sample aimed at developers and tech enthusiasts, featuring high-end specifications and a unique AI assistant [1][2] - The smartphone market in China is highly concentrated, with major players like Vivo and Huawei holding significant market shares [3][5] Group 1: Product Overview - The "Doubao Assistant" is priced at 3499 yuan and features flagship specifications, including a 6.78-inch screen and Qualcomm Snapdragon 8 Gen 2 platform, making it attractive to developers [1][2] - The AI assistant can perform tasks across applications, breaking down data barriers and enhancing user experience [2][6] Group 2: Market Dynamics - The Chinese smartphone market is dominated by a few key players, with Vivo holding a 17.2% market share and Huawei over 16% in 2024 [3] - The top five manufacturers (Vivo, Huawei, Honor, OPPO, Xiaomi) account for approximately 80.8% of the market share, indicating high market concentration [5] Group 3: Industry Implications - The success of the "Doubao Assistant" prototype highlights the potential for system-level AI integration in smartphones, which could reshape the industry [6][7] - Traditional smartphone manufacturers may need to adapt to this new model of AI-defined hardware, which could disrupt existing brand-user relationships [6][7]

Core Insights - OnePlus has launched the OnePlus Ace 6T, a new member of its performance flagship series, with a starting price of 2399 yuan, lower than the Ace 6's starting price of 2599 yuan, and it will officially go on sale on December 5 [1][3] - The OnePlus Ace 6T features the Snapdragon 8 Gen 5 chip, which is the result of a 24-month collaboration with Qualcomm, offering a 36% increase in CPU performance and an 11% increase in GPU performance compared to the previous generation [1][3] Product Features - The OnePlus Ace 6T is positioned as a "new choice for performance flagships," highlighting its Snapdragon 8 Gen 5 chip, an 8300mAh battery, and a 165Hz high refresh rate screen [3] - The device supports native 165Hz high refresh rate mode for the game "Peacekeeper Elite," aiming to promote the widespread adoption of 165Hz gaming [3] - The Ace 6T is fully compatible with popular games like "Delta Force" and "Call of Duty Mobile," providing a native 165Hz experience for various gaming genres [3] Strategic Focus - OnePlus has partnered with miHoYo to launch a special edition of "Genshin Impact," priced at 3699 yuan, available from December 22 [4] - The company targets young users with a strong preference for gaming, optimizing all aspects of product design and software to meet their needs [4] - OnePlus has evolved from a latecomer in the Chinese smartphone industry to a brand with a clear user strategy, supported by significant investment from OPPO [4][5] Product Matrix - OnePlus's product lineup includes three main series: the digital flagship series (e.g., OnePlus 13, OnePlus 15) targeting high-end all-rounders, the Ace series (e.g., OnePlus Ace 6 / Ace 6T) focusing on high performance and cost-effectiveness for gaming, and an IoT and ecosystem product line including tablets, watches, and headphones [5]

Core Viewpoint - The global smartphone production is expected to increase by 9% quarter-on-quarter and 7% year-on-year in Q3 2025, reaching 328 million units, driven by seasonal demand and new product launches from brands [1]. Group 1: Market Trends - The fourth quarter will see flagship brands launching new models, supported by global e-commerce promotions, although tight memory supply and rising prices may compress profit margins for low-end smartphones [1]. - The overall smartphone production forecast for 2025 is projected to grow by 1.6% year-on-year, with potential downward adjustments due to memory supply issues [1]. Group 2: Regional Performance - In China, subsidy policies significantly boosted consumption in Q1, with an expected slight year-on-year sales increase of 2%, maintaining a 23% market share as the largest consumer market [1]. - India ranks second with a 13% market share, benefiting from recovering demand, with a projected 2% year-on-year sales growth [1]. - North America, the third-largest market, is expected to see a 1% year-on-year sales decline, with a market share of 11% due to slowed demand in the second half of the year [1]. Group 3: Brand Production Performance - Samsung produced approximately 63 million units in Q3, an 8% increase, maintaining a 19% market share as the leading brand [3]. - Apple achieved a production of about 57 million units in Q3, the highest for that quarter historically, securing the second position with a 17% market share [4]. - Xiaomi's production reached nearly 45 million units in Q3, a 6% increase, placing it third in the market [5]. - OPPO produced around 40 million units in Q3, an 8% increase, benefiting from sales recovery in India, Southeast Asia, and Latin America [6]. - Transsion's production exceeded 29 million units in Q3, a 9% increase, driven by growth in emerging markets in Africa and Asia [7]. - Vivo's production totaled approximately 28 million units in Q3, with an increase of over 8%, closely competing with Transsion [8].

Core Viewpoint - The smartphone market is experiencing a seasonal boost in production due to the release of new models and the traditional peak season, with a projected increase in global smartphone production in Q3 2025 by 9% quarter-over-quarter and 7% year-over-year [1] Group 1: Market Trends - The fourth quarter will see flagship brands launching new models, supported by global e-commerce promotional stocking, which will enhance demand [1] - The overall smartphone production forecast for 2025 indicates a year-over-year increase of 1.6%, although there is a possibility of downward adjustments due to memory supply constraints [1] Group 2: Challenges - Supply tightness and rising prices of memory components are expected to compress profit margins for low-end smartphones, potentially offsetting some of the growth momentum [1]

Core Insights - The global smartphone production is expected to increase by 9% quarter-over-quarter and 7% year-over-year in Q3 2025, reaching 328 million units, driven by seasonal demand and new product launches [2] - Despite the growth, the tightening supply and rising prices of memory components may compress profit margins for low-end smartphones, potentially offsetting some growth momentum [2] - The overall smartphone production forecast for 2025 is projected to grow by 1.6% year-over-year, with a possibility of downward revision due to memory supply issues [2] Regional Market Performance - In China, the subsidy policy significantly boosted consumption in Q1, with an estimated annual sales growth of 2%, maintaining a 23% market share as the largest consumer market [2] - India ranks second with a 13% market share, benefiting from recovering demand, with an expected annual sales growth of 2% [2] - North America, the third-largest consumer market, is projected to see a 1% decline in annual sales due to a slowdown in demand after preemptive stocking by brands in the first half of the year, holding an 11% market share [2] Brand Production Rankings - Samsung leads with a production of approximately 63 million units, an 8% increase quarter-over-quarter, maintaining a 19% market share [3][5] - Apple follows with a production of about 57 million units, marking the highest production for Q3 in its history, benefiting from successful pricing and capacity upgrades of the iPhone 17 [3][6] - Xiaomi ranks third with nearly 45 million units produced, a 6% quarter-over-quarter increase, driven by new product launches and festive season stocking [3][7] - OPPO, in fourth place, produced around 40 million units, an 8% increase, supported by sales recovery in India, Southeast Asia, and Latin America [3][8] - Transsion ranks fifth with over 29 million units produced, a 9% increase, primarily driven by emerging markets in Africa and Asia [3][9] - Vivo, in sixth place, produced approximately 28 million units, with a growth of over 8%, aided by demand for mid-to-high-end models [3][10]

来源：环球网 【环球网科技综合报道】12月4日消息，据Business Insider透露，国际数据公司（IDC）周二发布的研究 报告显示，苹果有望在2025年引领全球智能手机出货量，而此前该市场曾一度陷入增长低谷。 在中国——苹果最大的市场之一，新款iPhone 17的需求持续强劲，推动苹果在2025年创下销售纪录。 IDC预测，今年全球iPhone出货量将达到2.47亿部。 IDC预测，在苹果假日季业绩的带动下，全球智能手机出货量将同比增长1.5%。苹果公司在10月曾向分 析师表示，预计12月当季的营收将创下公司及iPhone历史上的最佳纪录。 尽管苹果CEO蒂姆·库克此前预测的中国市场复苏目前进展顺利，但这家iPhone制造商在最近一季仍显 露出疲态。库克指出，该季度中国市场受供应限制影响，营收同比下降4%。 苹果在中国面临来自本土品牌的激烈竞争，华为、小米等厂商纷纷推出新款智能手机。与iPhone 17同 期发布的iPhone Air在中国市场也遭遇早期挑战。尽管如此，库克表示，他对iPhone 17在中国上市首月 所获得良好反响"非常满意"。 根据IDC发布的中国月度销售数据，苹果在10月和11月在 ...

India’s telecoms ministry has directed smartphone manufacturers to pre-install a government-run cybersecurity app on all new devices, according to a government order, raising concerns of data privacy and user consent in one of the largest handset markets in the world.The Ministry of Communications’ order issued Monday asked smartphone makers to pre-install the government’s “Sanchar Saathi” app on all new devices within 90 days and to prevent users from deleting it. The order also requires manufacturers to p ...

HONG KONG, 4 dicembre 2025 /PRNewswire/ -- Oggi, durante la Business of Design Week 2025, Infinix ha annunciato una partnership strategica di grande prestigio con Pininfarina, la rinomata casa di design italiana che vanta più di 95 anni di storia, nota per aver dato forma alcune delle automobili più iconiche al mondo e per la creazione di prodotti innovativi in settori quali il lifestyle di lusso, l'architettura e la nautica. Questa collaborazione inaugura una nuova linea di prodotti flagship, di cui primo ...

Group 1 - The core viewpoint of the articles highlights that Apple's iPhone 17 series significantly boosted smartphone sales in China during the Double 11 shopping period, leading to a 3% year-on-year increase in overall smartphone sales [1] - The iPhone 17 base model saw over a 100% increase in sales compared to the previous year, while the Pro and Pro Max models also experienced mid to high double-digit growth, aided by a promotional discount of 300 RMB [1] - Excluding Apple, the smartphone market in China experienced a 5% decline year-on-year, indicating a cautious consumer environment and weak momentum heading into Q4 [1] Group 2 - Huawei faced the largest decline in performance due to the delayed launch of its flagship Mate 80 series, which was released two weeks after Double 11 [2] - Xiaomi's sales dropped by 11% year-on-year, primarily due to the early release of its Xiaomi 17 series, which shifted the sales peak forward by a month, coupled with weaker performance of older models [2]