Core Insights - The global smartphone market is experiencing a dichotomy, with record revenue growth alongside modest shipment increases [1] - In Q2 2025, global smartphone revenue reached over $100 billion for the first time, marking a 10% year-on-year increase, while shipment volume grew only 3% [1] - The average selling price of smartphones also hit a new high, rising 7% year-on-year to nearly $350 [1] Group 1: Market Performance - Q2 2025 global smartphone shipments slightly decreased to 288.9 million units, constrained by moderate consumer demand [2] - Most smartphone manufacturers performed steadily, relying on strong growth in specific regions to offset weak demand in others [2] Group 2: Regional Insights - In China, mobile phone users increased, with 5G users growing rapidly, reaching 1.118 billion by the end of June 2025 [2] - Huawei regained the top position in the Chinese smartphone market with 12.2 million units shipped, capturing 18% market share [2] - Vivo and OPPO followed with 17% and 16% market shares respectively, while Xiaomi achieved year-on-year growth for the eighth consecutive quarter [2] Group 3: Future Trends - The high-end smartphone trend is expected to continue, with revenue growth outpacing shipment growth in 2025 [4] - Emerging trends such as generative AI smartphones and foldable devices are anticipated to create significant growth opportunities for the global smartphone market [4] - Manufacturers are focusing on the upcoming third-quarter product launch season, emphasizing AI, foldable designs, and lightweight features to stimulate consumer demand before the holiday shopping season [4]

SiC负极电池具备更高的电池密度，可在相同物理尺寸下实现更大的电池容量，同时也能支持更薄的机身设计。首款搭载SiC电池的智能手机于2023年2月 推出，其大规模普及始于2024年下半年，以荣耀X60 Pro、Redmi K80和vivo S19等畅销机型为代表。该电池在中端价位段的普及不仅加速了该技术的市场 渗透程度，并有效缓解了消费者在屏幕使用时间延长以及高耗能应用(如端侧生成式AI)普及背景下所面临的关键痛点。 2025年5月，中国主要OEM厂商的平均电池容量均实现了两位数的同比增长，这使得6000mAh及以上电池容量的智能手机市场份额从一年前的9%跃升至 35%。截至2025年5月，OnePlus凭借其中国市场专属的Ace系列位居平均电池容量首位。同样，荣耀(Play系列)、华为(畅享系列)和vivo(S系列)等品牌也在 其专供中国市场的机型中配备了更大容量电池。 | | | 数据来源： Counterpoint Research《全球手机机型销量追踪报告》，2025年5月 根据Counterpoint Research最新的《全球手机机型销量追踪报告》，2025年5月中国市场智能手机的平均电池容量达到 ...

Core Insights - The Indian smartphone market experienced a robust rebound in Q2 2025, with shipments and wholesale value increasing by 8% and 18% year-on-year, respectively, driven by a 33% increase in new product launches and effective marketing strategies during the summer promotional period [1][2] - The improvement in the macroeconomic environment, including a decrease in retail inflation to a six-year low and a reduction in the central bank's repo rate, has boosted consumer confidence and spending, creating favorable conditions for non-essential purchases [1] Market Performance - The ultra-premium segment (priced above 45,000 INR, approximately 510 USD) saw a remarkable year-on-year growth of 37%, making it the fastest-growing price segment, contributing to the highest average selling price (ASP) and value for the Indian smartphone market in Q2 [2] - Apple and Samsung capitalized on this trend through trade-in programs, zero-interest EMI options, and limited-time summer discounts, making flagship devices more accessible to consumers [2] Brand Performance - Vivo achieved a 23% year-on-year growth in Q2 2025, driven by strong demand for its Y and T series in the 10,000-15,000 INR (approximately 110-170 USD) price range, with the T series performing well in offline channels [5] - Samsung maintained its growth momentum in the mid-to-high-end segment, supported by aggressive summer promotions for its A and S series, as well as attention on its N-1 flagship model [5] - OPPO secured the third position in the market, benefiting from strong performance of its updated A5 and K series, product portfolio optimization, and enhanced retailer collaboration [5] Other Key Insights - Nothing achieved a remarkable 146% year-on-year growth in shipments, becoming the fastest-growing brand for six consecutive quarters, primarily due to the launch of the CMF Phone 2 Pro and expansion of its retail network [8] - Motorola's shipments grew by 86% year-on-year, driven by strong demand for its G and Edge series, while Lava became the fastest-growing brand in the sub-10,000 INR segment with a 156% year-on-year increase [8] - MediaTek led the Indian smartphone chip market with a 47% share, followed by Qualcomm at 31%, with both companies experiencing a year-on-year shipment growth of 28% [8] - The iPhone 16 emerged as the highest-selling model in Q2 2025, contributing to Apple's record second-quarter shipments in India [8] - OnePlus recorded a 75% year-on-year growth in the ultra-premium market, driven by the performance of its 13 and 13R series, along with positive reception for the newly launched 13s series [9]

（2024年1月至2025年5月） 根据Counterpoint Research最新的《全球手机机型销量追踪报告》，2025年5月中国市场智能手机的平均电池容量达到5418mAh，同比增长11%。同期全球其 他地区的平均电池容量仅增长了3%。与全球其他地区相比，中国始终维持着较高的平均电池容量。而过去数月，随着硅碳（SiC）电池的采用率不断提高 （特别是在仅限国内销售的机型中），差距已扩大至500mAh以上。 中国与全球其他市场智能手机平均电池容量对比 数据来源： Counterpoint Research《全球手机机型销量追踪报告》，2025年5月 SiC负极电池具备更高的电池密度，可在相同物理尺寸下实现更大的电池容量，同时也能支持更薄的机身设计。首款搭载SiC电池的智能手机于2023年2月推 出，其大规模普及始于2024年下半年，以荣耀X60 Pro、Redmi K80和vivo S19等畅销机型为代表。该电池在中端价位段的普及不仅加速了该技术的市场渗透 程度，并有效缓解了消费者在屏幕使用时间延长以及高耗能应用（如端侧生成式AI）普及背景下所面临的关键痛点。 2025年5月，中国主要OEM厂商的平均电池 ...

Core Insights - The average battery capacity of smartphones in China is projected to reach 5418mAh by May 2025, marking an 11% year-on-year increase, while global markets see only a 3% growth [4][8] - The adoption of silicon-carbon (SiC) battery technology is significantly contributing to the higher battery capacities in China, with a notable increase of over 500mAh compared to global averages [4][8] - Major OEMs in China are experiencing double-digit year-on-year growth in average battery capacity, with the market share of smartphones with 6000mAh and above rising from 9% to 35% within a year [6][8] Battery Technology Trends - SiC batteries offer higher energy density, allowing for larger capacities within the same physical size, and support thinner device designs [6] - The first smartphone featuring SiC batteries was launched in February 2023, with widespread adoption expected to begin in the second half of 2024, represented by popular models such as Honor X60 Pro, Redmi K80, and vivo S19 [6][8] - The trend of increasing battery capacity is likely to continue as more OEMs adopt new battery technologies to address consumer demands for longer screen usage times and high-energy applications [6][8] Market Positioning - Counterpoint Research anticipates that China will maintain its leading position in smartphone battery capacity in the coming quarters, potentially widening the gap as more models are launched in China before being introduced globally [7] - As global OEMs await further maturation of battery technology, growth in other regions is expected to be gradual, although the gap in battery capacity may eventually narrow as more manufacturers promote large-capacity batteries as a differentiating feature [7]

Here to discuss star Wedb Bush analyst Dan Ies and CNBC tech correspondent Steve Kovac. It's good to have you both with us. Dan, you first best day for the stock since May.Is this in fact the start of something bigger. Look, I mean it removes clearly a big overhang in terms of the view Apple and Cook were on the wrong side of Trump, right. I mean they were on the bad side relative to over the last few months.So it's taken that that sort of lift here. you know, in terms of tariff exemptions, you you play nic ...

Core Viewpoint - Apple is set to increase its investment in US production by an additional $100 billion, raising total commitments from $500 billion to $600 billion over the next four years as part of a new agreement with the US government [1][2]. Group 1: Investment and Employment - The new investment plan will include hiring 20,000 US workers over the same four-year period [2]. - The announcement is expected to be made at an event featuring Apple CEO Tim Cook [3]. Group 2: Production Strategy - Apple is adjusting its production strategy in response to high tariffs on imports from countries where it traditionally manufactures its products, such as China [4]. - The company has begun relocating some production to countries like India and Vietnam to mitigate tariff impacts and reduce dependence on Chinese supply chains [5]. - Apple aims to avoid significant price increases on its products, particularly with the upcoming launch of the iPhone 17 in September [5].

Core Viewpoint - The penetration rate of composite material back covers for smartphones in the Chinese market has remained stable at over 10% for three consecutive quarters [3]. Group 1: Market Trends - The trend of smartphone back cover penetration rates in the Chinese market from Q1 2023 to Q2 2025 shows a consistent increase [3]. - The market share of glass back covers among various smartphone brands has been analyzed, highlighting the competitive landscape [3]. - The market share of composite material back covers among different smartphone brands has also been assessed, indicating shifts in consumer preferences [3]. Group 2: Brand-Specific Analysis - The sales volume and market share of Apple smartphone back covers by specifications from Q1 2023 to Q2 2025 have been detailed [3]. - The sales volume and market share of Huawei smartphone back covers by specifications from Q1 2023 to Q2 2025 have been outlined [3]. - The sales volume and market share of Vivo smartphone back covers by specifications from Q1 2023 to Q2 2025 have been reported [3]. - The sales volume and market share of Xiaomi smartphone back covers by specifications from Q1 2023 to Q2 2025 have been documented [3]. - The sales volume and market share of OPPO smartphone back covers by specifications from Q1 2023 to Q2 2025 have been analyzed [3]. - The sales volume and market share of Honor smartphone back covers by specifications from Q1 2023 to Q2 2025 have been examined [3]. Group 3: Pricing Trends - The average price trends of smartphone back covers by specifications in the Chinese market from Q1 2023 to Q2 2025 have been tracked [3].

Group 1 - Honor's market share in Hong Kong reached 20.2% in June, marking a historical high and surpassing Apple to become the second-largest brand in the market [1] - The Honor X70 5G smartphone topped the sales charts for ten consecutive days, achieving the highest sales across all brands and models [1] - According to CounterPoint Research, driven by national subsidy policies, China's smartphone sales are expected to grow by 2.5% year-on-year in the first quarter of 2025, with Honor's market share at 13.7% [1]

Core Viewpoint - The article discusses the competitive dynamics between AI application providers, like Perplexity, and smartphone manufacturers, highlighting the struggle for control over user interaction and data in the AI era [1][4][17]. Group 1: AI Application Providers - Perplexity is attempting to promote its AI browser, Perplexity Comet, by lobbying Android phone brands for pre-installation, aiming to secure a primary entry point for AI interactions [1][4]. - The strategy of pre-installation is seen as a challenge to smartphone manufacturers, who prefer to maintain control over their devices' AI capabilities and user data [3][12]. Group 2: Smartphone Manufacturers - Major smartphone brands, including Xiaomi, OPPO, and Samsung, are developing their own AI models and integrating them into core functionalities, making them reluctant to allow external AI applications to dominate user interactions [8][16]. - Manufacturers view the pre-installation of external AI applications as a threat to their strategic control over user data and experience, which they believe is essential for long-term competitiveness [17][18]. Group 3: Competitive Dynamics - The relationship between AI application providers and smartphone manufacturers is characterized by a complex interplay of competition and cooperation, where both parties seek to leverage their strengths [5][12]. - The article draws parallels between the current situation in the AI mobile sector and the past experiences of car manufacturers with Apple’s CarPlay, emphasizing the importance of controlling user interaction and data [13][16].