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Omdia 特别报告 : 如何通过渠道激励撬动智能手机销售增长
Canalys· 2025-07-15 06:01
Core Insights - Channel incentives are becoming a key strategy in the smartphone industry, helping brands enhance sales and brand influence in a sluggish market [2][5] - The report provides an in-depth analysis of how to leverage a scientific channel incentive system to drive sales growth, covering best practices from strategy design to operational implementation [2][5] - It gathers insights from various participants in the smartphone channel ecosystem, including brands, distributors, retailers, supply chain partners, and regional market experts, to explore the evolution and innovation of incentive models [2][5] Summary by Sections - **Main Incentive Models**: The report showcases three mainstream incentive models and their application cases, revealing practical experiences from leading brands like Xiaomi, Samsung, and Vivo globally [5] - **Participants Involved**: Key participants include smartphone manufacturers and brands (e.g., Xiaomi, Samsung, Vivo), channel distributors, retail networks, and service providers for operational and financial system construction [6] - **Operational Framework**: The report serves as a practical guide detailing how manufacturers can establish a reliable and scalable backend system to ensure the accurate, transparent, and large-scale implementation of incentive measures [5]
2025年第二季度,全球智能手机出货量下降1%,TOP5厂商份额揭晓
Canalys· 2025-07-15 05:57
Core Insights - The global smartphone market is projected to decline by 1% year-on-year in Q2 2025, marking the first drop in six consecutive quarters, reflecting cautious consumer sentiment and macroeconomic uncertainties [1][2][4] - Samsung maintained its market leadership with a 19% share, followed by Apple at 16% and Xiaomi at 15%, while Transsion and OPPO each held 9% [1][5] Market Performance - Despite a slight decrease in shipments, major manufacturers demonstrated stability and resilience amid a slowing market due to the waning replacement demand from the pandemic and ongoing weak consumer demand [2][4] - The U.S. market is an exception, where manufacturers like Apple, Samsung, and Motorola maintained high inventory levels in response to geopolitical and regulatory uncertainties [2] Consumer Behavior - Many consumers who delayed upgrades in early 2025 are expected to make purchases during year-end shopping festivals and promotional events, with effective pricing strategies and promotions being crucial for success [4] - Price-sensitive consumers remain the primary drivers of upgrade demand, preferring to replace old devices at reasonable prices [4] Market Share Data - The preliminary market share data for Q2 2025 shows: - Samsung: 19% - Apple: 16% - Xiaomi: 15% - Transsion: 9% - OPPO: 9% - Others: 33% [5] Industry Outlook - The smartphone industry is anticipated to stabilize in 2025, with manufacturers prepared to address the expected flat market, leveraging new product launches that emphasize design, ecosystem innovation, and privacy features [4][6]
Samsung unveils 3 new foldable smartphones #tech
Bloomberg Television· 2025-07-11 17:06
Product Launches & Pricing - Samsung introduced three new foldable smartphones aimed at a broader audience [1] - The Galaxy Z Flip 7 FE is Samsung's most affordable folding phone at $900 [1] - The Galaxy Watch 8 starts at $350 (40mm), a $50 increase from the Galaxy Watch 7 [5] - The Galaxy Watch 8 Classic starts at $450 (46mm) [5] - The updated Galaxy Watch Ultra with 64 GB storage starts at $650 [6] Design & Features - The Fold 7's thickness is reduced to 8.9% mm when closed, compared to 14.9% mm on the Galaxy Z Fold 6 [2] - The Galaxy Z Flip 7 features slimmer bezels for an all-screen look [2] - The outer display (Flex Window) on the Flip 7 is now 4.1% inches, up from 3.4% inches on the Flip 6 [3] - The Galaxy Watch 8 series includes Google Wear OS 6 with Gemini AI chatbot [4] - The Galaxy Watch 8 series features improved battery life, brighter display, slimmer body, and advanced health features [4] Processor - Samsung is using its own Exynos processor for the Flip 7, marking the first time it's used its own processor on a foldable device [3] - The Fold 7 uses Qualcomm's Snapdragon 8 Elite chip [3]
X @Bloomberg
Bloomberg· 2025-07-11 11:33
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 ...
Counterpoint Research:Apple推动2025年一季度日本智能手机销量同比增长31%
智通财经网· 2025-07-11 08:03
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]
Apple 推动2025年Q1日本智能手机销量同比增长31%
Counterpoint Research· 2025-07-11 07:48
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 the continued success of the iPhone 16 series [2][6]. Group 1: Market Performance - The growth in Japan's smartphone market is notable as it has been perceived as mature with stagnant growth for years, making this performance a significant breakthrough [2]. - Apple contributed nearly 90% of the total market growth, with no other brand exceeding an increase of 500,000 units during the same period, highlighting Apple's dominant position [2]. Group 2: Promotional Activities - The strong growth in the Japanese smartphone market was also fueled by aggressive promotional activities from carriers, retailers, and OEMs, including device discounts, point returns, data plan enhancements, service bundling, and mobile number portability rewards [3]. - Device return programs have quickly gained popularity among Japanese consumers, further stimulating new purchases and device upgrades [3]. Group 3: Apple's Market Dominance - Apple maintains a significantly higher market share in Japan compared to other major countries in Asia and globally, attributed to the evolution of telecom policies, historical channel inertia, and unique cultural factors [4]. Group 4: Market Outlook - The strong growth is expected to continue into Q2 2025, driven by the iPhone 16e and extensive promotional activities [6]. - However, a decline in sales of the iPhone 16e has been noted since June, and a potential market pullback is anticipated starting in Q3 2025 [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].
Apple's Foldable iPhone Could Land In 2026, And Leave Samsung Playing Catch-Up
Benzinga· 2025-07-10 20:38
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].
手机卖不动了?或许不全是坏事
Xin Lang Cai Jing· 2025-07-10 19:07
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]
华为内部资料曝光,一英寸技术泄密,友商也要用,专利防不住
Xin Lang Cai Jing· 2025-07-10 14:06
Core Viewpoint - Huawei's Pura80 Ultra imaging system showcases significant technological advancements, yet the company remains understated in its marketing approach, leading to speculation about its competitive edge and patent strategies [1][5][11]. Group 1: Technological Advancements - The Pura80 Ultra features a one-inch main camera, which is claimed to be the strongest in the industry, supporting a variable aperture from F1.6 to F4.0 and multi-axis stabilization, along with Huawei's exclusive RYYB pixel arrangement [5]. - Huawei has achieved an industry-leading dynamic range of 16EV, enhancing performance in low-light conditions, a feat that is currently unique to Huawei [5]. - The device also introduces a "dual-lens" long-focus camera, which allows for adjustable periscope zoom, although there are predictions that this technology may not be continued in future models [13]. Group 2: Competitive Landscape - There is a perception that Huawei is tightening its technology patent sharing, which could hinder innovation among competitors; however, many competitors may not pursue certain technologies due to risk aversion rather than capability [7]. - Competitors often follow Huawei's lead in technology development, waiting for Huawei to validate a direction before investing in similar research and development [9]. - The trend of competitors adopting similar technologies after Huawei has proven their effectiveness is seen as beneficial for the overall domestic smartphone industry, as it allows other companies to achieve breakthroughs without the same level of R&D investment [11].
Better "Magnificent Seven" Stock: Apple or Amazon?
The Motley Fool· 2025-07-08 17:15
Core Viewpoint - Apple and Amazon, both part of the "Magnificent Seven," have shown strong long-term returns, but current growth rates raise questions about their investment appeal [1] Group 1: Revenue Growth - Both Apple and Amazon have experienced relatively slow revenue growth, with each company growing less than 10% in their most recent quarter [3][5] - Apple's growth issues stem from a lack of innovative products and a lengthening smartphone turnover cycle, leading to less frequent consumer upgrades [6][7] - Amazon's e-commerce segments, while significant, are the slowest-growing parts of its business, impacting overall growth rates [8] Group 2: Profitability - Amazon's high-margin segments, such as AWS and advertising, are growing rapidly, with AWS generating 63% of operating profits despite only accounting for 19% of total sales [10] - In Q1, Amazon's operating profits increased by 20% year over year, significantly outperforming Apple's 6% growth in operating profits [11] - Amazon's profit growth is driven by its strong-performing segments, providing a catalyst for earnings growth that Apple currently lacks [12]