AI时代，广货又将开启一段新的全球征程。 看新兴产业，厚积成势。广东兼具数智和机电双重优势。广东是我国最重要的智能手机产业集聚区，也是全球主要的智能手机 生产制造基地和创新高地，智能手机产业规模、产量和出口量均位居全国首位，世界每卖出三台手机就有一台是广东企业制 造。在手机产业的带动下，广东在芯片器件、快充、折叠屏、卫星通信等多项技术方面取得新突破。华为发布麒麟9000S，实现 了广东半导体产业在高端芯片领域的突破；华为、OPPO、vivo、荣耀等品牌均加速大模型在手机端侧的落地，纷纷亮出手中新 品，加速手机行业迈向AI新阶段。此外，大疆无人机占据全球消费市场70%，尖端生命科学领域突破不断，广东"智造"带来的 变化，正是广货不断推陈出新，迭代升级的重要支撑。 本报评论员胡光旗 未来，随着"智电粤造""穿粤时尚""粤品世界"等专项行动的持续扩围升级，"新广货"依托数智和机电技术不断实施迭代升级的内 核已经愈加彰显。马年新春，在佛山这片热土上，广货又将开启一段新征程，而以此为契机，广货也必将走得更远、走得更 稳，走得更好。 1月15日，"广货行天下"春季行动发布会暨家电专场促销活动将在佛山举行，正式拉开2026 ...

报告显示，2025年全球智能手机总出货量约为12.6亿部，同比增长1.9%。其中第四季度出货量达3.363亿部，同比增长2.3%。 凤凰网科技讯1月14日，根据国际数据公司IDC发布的2025年全球智能手机市场跟踪报告，2025年全年，中国智能手机市场出货量排名前 五的品牌分别为：华为、苹果、vivo、小米、OPPO，荣耀掉出前五。面对存储价格预计仍将大幅上涨的态势，手机厂商的成本压力将进 一步加剧，业内预计2026年中国智能手机市场出货量或将出现较明显回落。 | | | 2025年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 出版量 (单位:百万台) | 2025年 市场份额 | 2024年 出版量 (单位:百万台) | 2024年 市场份额 | 同比增幅 | | 1. Huawei | 46.7 | 16.4% | 47.6 | 16.6% | -1.9% | | 2*. Apple | 46.2 | 16.2% | 44.4 | 15.5% | 4.0% | | 2*. viv ...

Core Insights - The Chinese smartphone market is projected to see a slight decline in shipments, with an estimated total of 285 million units in 2025, representing a year-on-year decrease of 0.6% [1][4]. Market Performance - Huawei leads the market with a shipment of 46.7 million units and a market share of 16.4% in 2025 [3][6]. - Apple and Vivo are tied for second place, with shipments of 46.2 million and 46.1 million units, respectively, both holding a market share of 16.2% [3][6]. - Xiaomi and OPPO rank fourth and fifth, with shipments of approximately 43.8 million and 43.4 million units, respectively, both exceeding a 15% market share [3][6]. - The gap in shipments between the top and fifth brands is only 3.3 million units, indicating intense competition in the industry [1][4]. Future Outlook - IDC anticipates that the cost pressures on smartphone manufacturers will increase due to expected significant rises in storage prices, which may lead to a more pronounced decline in shipments in 2026 [1][4].

Core Insights - The global smartphone market is projected to grow by 2.3% year-on-year in Q4 2025, reaching 336.3 million units, driven by high-end model demand, strong performance of foldable phones, and consumer anticipation of price increases [1][2] - Apple and Samsung are the primary growth engines in the smartphone market, with year-on-year growth rates of 6.3% and 7.9% respectively, leading to a combined market share increase to 39% [2][3] - The overall smartphone market in 2025 is expected to reach 1.26 billion units, reflecting a 1.9% year-on-year growth despite challenges such as tariff fluctuations and supply chain disruptions [2][5] Global Market Performance - In Q4 2025, Apple shipped 81.3 million units, capturing 24.2% of the market share, while Samsung shipped 61.2 million units with an 18.2% market share [6] - The average selling price (ASP) of smartphones is expected to reach a historical high due to the strong performance of high-end models [3][5] - The overall market share of other manufacturers decreased slightly, with a total of 102.1 million units shipped, representing 30.4% of the market [6] Chinese Market Dynamics - The Chinese smartphone market saw a slight decline of 0.8% year-on-year in Q4 2025, with shipments around 75.8 million units [7][8] - Apple led the Chinese market with 16.0 million units shipped, achieving a market share of 21.1%, while vivo and OPPO faced challenges with year-on-year declines [8][9] - The overall annual shipment for the Chinese smartphone market is estimated at 284.6 million units, reflecting a 0.6% decrease compared to the previous year [9] Future Outlook - The smartphone market is expected to face challenges in 2026 due to a significant shortage of storage chips, which may lead to a market contraction [5] - Manufacturers' ability to manage supply chains and scale will be crucial in navigating the anticipated downturn [5] - Despite potential declines in shipments, the ASP is likely to continue rising due to increased costs [5]

Core Insights - The Chinese smartphone market is projected to have a shipment volume of approximately 75.78 million units in Q4 2025, showing a slight year-on-year decline of 0.8%, with an annual total of about 285 million units, down 0.6% from the previous year [1][3] Q4 2025 Market Performance - Apple leads the Q4 2025 shipments with 16 million units, capturing a market share of 21.1%, marking a significant year-on-year increase of 21.5% [2] - Vivo ranks second with 12 million units shipped, holding a market share of 15.8, but experiencing a decline of 8.8% year-on-year [2] - OPPO follows closely with 11.6 million units, a year-on-year increase of 10.2%, and a market share of 15.3% [2] - Huawei's shipments are approximately 11.1 million units, down 10.3% year-on-year, with a market share of 14.7% [2] - Xiaomi and Honor are tied for fifth place, with Xiaomi shipping 10 million units (down 18%) and Honor shipping 9.9 million units (down 6.1%) [2] Annual Market Overview - For the entire year of 2025, Huawei tops the market with 46.7 million units shipped, a slight decline of 1.9%, and a market share of 16.4% [4] - Apple follows closely with 46.2 million units, reflecting a 4% increase year-on-year, and a market share of 16.2% [4] - Vivo's annual shipments are 46.1 million units, down 6.6% from the previous year, also sharing a market share of 16.2% with Apple [4] - Xiaomi and OPPO have annual shipments of 43.8 million and 43.4 million units, respectively, with Xiaomi showing a growth of 4.3% and OPPO a growth of 2.1% [4] Global Smartphone Market Insights - The global smartphone shipments reached 1.26 billion units in 2025, with Apple and Samsung leading the market shares at 19.7% and 19.1%, respectively [5][6] - Despite challenges such as storage chip shortages, the global market is driven by high-end model growth and consumer anticipation of price increases [5][6] - The average selling price is expected to continue rising, even as overall shipments face pressure [6]

1月14日，调研机构IDC咨询最新发布的《全球季度手机跟踪报告》初步数据显示：2025年第四季度，中国智能手机市场出货量约7578万台，同比微降 0.8%，市场表现平稳；2025年全年，中国智能手机市场出货量约2.85亿台，同比下降0.6%。其中，苹果在第四季度出货量排名第一，但从全年来看，华为 夺得榜首。 从第四季度来看，苹果以1600万台的出货量位列第一，市场份额达到21.1%，出货量较去年同期大增21.5%。vivo、OPPO、华为、小米、荣耀分列第二至 第五名(小米和荣耀并列第五)，除OPPO以外，出货量同比均有降幅。 国产厂商方面，vivo以1200万的出货量排名第二，市场份额为15.8%，出货量同比下降8.8%；OPPO出货量为1160万台，同比增长10.2%，市场份额 15.3%；华为出货量约1110万台，同比下降10.3%，市场份额14.7%，排名第四；小米出货量1000万台，同比大跌18%，市场份额13.2%；荣耀出货量990万 台，同比下降6.1%，市场份额13.1%，二者并列第五名。 | | | 2025年第四季度,中国前五大智能手机厂商 -- 出货量、市场份额、同比增幅 | | | | ...

Group 1 - The founder and CEO of OnePlus, Liu Zuohua, is wanted by Taiwanese authorities for allegedly recruiting over 70 top engineers in Taiwan for software development without permission [2][5] - Liu established a subsidiary in Taiwan under the guise of a Hong Kong company to circumvent legal scrutiny, investing 5.087 billion RMB over six years to attract talent [4][5] - The Taiwanese prosecutors have charged two local executives for violating cross-strait relations regulations, while Liu is separately wanted [5][6] Group 2 - The Taiwanese subsidiary, initially set up as a Hong Kong consulting firm, was primarily focused on software development for OnePlus, with all operational details reported back to the Shenzhen parent company [5][6] - The prosecutors argue that the establishment of the subsidiary without proper approval disrupts market competition and involves illegal recruitment of high-tech talent from Taiwan [6]

Group 1 - The global smartphone market is expected to see a second consecutive year of growth in 2025, with a 2% year-on-year increase in shipments, driven by high-end trends and the rising adoption of 5G devices in emerging markets [1] - Apple leads the market with a 20% share and a 10% year-on-year growth, making it the fastest-growing brand [1] - Samsung follows closely with a 19% market share, while Xiaomi holds the third position with 13% [1] Group 2 - In Q4 2025, smartphone shipments showed a modest increase of 1% year-on-year, impacted by previous inventory buildup [4] - Apple achieved a record high with a quarter of global shipments, supported by its expansion in emerging and mid-tier markets, and strong demand for the iPhone 17 series [4] - Samsung's growth is attributed to the demand for the Galaxy A series in the mid-range market and strong performance of the Galaxy Fold 7 and S25 series in the high-end market [4] Group 3 - Xiaomi maintained a stable performance with a 13% market share, supported by its high-end strategy and strong demand in emerging markets [5] - Vivo ranked fourth, achieving a 3% year-on-year growth due to its high-end strategy and strong execution in the Indian market [5] - OPPO experienced a 4% year-on-year decline in shipments, facing challenges in the Chinese and Asia-Pacific markets despite growth in India and the Middle East [5] Group 4 - The merger of realme with OPPO and OnePlus is expected to result in a combined market share of 11%, positioning them as the fourth-largest player in the global smartphone market [5] - The outlook for the smartphone market in 2026 is cautious, with a 3% downward revision in shipment forecasts due to supply shortages and rising prices [6] - Apple and Samsung are expected to remain resilient due to their strong supply chain capabilities and positioning in the high-end market, while Chinese brands focusing on lower price segments may face greater pressure [6]

Core Viewpoint - Honor Mobile has announced a collaboration with Pop Mart to launch the Honor 500 Pro MOLLY 20th Anniversary Limited Edition Gift Box, set to be officially released on January 19 at 19:30 [1] Group 1 - The collaboration centers around the 20th anniversary of Pop Mart's IP MOLLY, integrating fantasy and fun elements into the design of the limited edition gift box [1] - Specific product details will be revealed during the launch event [1]

Group 1 - Xiaopeng Motors plans to establish an independent overseas localized supply chain team in Europe and ASEAN by 2026, building on local production initiatives started in 2025, to enhance supply chain responsiveness and support its long-term strategy of "local roots, local production, global supply" [2] - According to Counterpoint Research, global smartphone shipments are expected to grow by 2% year-on-year in 2025, with Apple leading the market with a 25% share in Q4 2025, while Samsung holds a 17% share [2] - Phancy, a consumer electronics brand under Fan Shi Intelligent, has launched AI smart glasses equipped with a 13-megapixel camera, making it one of the few in the industry to achieve high pixel implementation [2] Group 2 - SK Hynix plans to invest approximately $12.9 billion (19 trillion KRW) to build a new advanced chip packaging factory, aimed at meeting the demand for artificial intelligence and initiating large-scale expansion, with construction set to begin in April and completion targeted by the end of 2027 [2]