Group 1 - The event "2025 Famous Taiwanese Businessmen Port Area Tour" was held in Zhengzhou Airport District, aiming to explore new development opportunities for Taiwanese enterprises [1] - Zhengzhou Airport has become a new highland for the gathering and development of Taiwanese-funded enterprises, contributing nearly 500 billion yuan in industrial output value and achieving a total import and export volume of 381 billion yuan in 2024 [3] - The airport district introduced four major trillion-yuan industrial clusters: semiconductor, smart terminal, high-end equipment, and biomedicine, focusing on the entire industrial chain from chip design to manufacturing and testing [3] Group 2 - The Zhengzhou Airport District is working to create a demonstration zone for the integration of smart manufacturing between the two sides of the Taiwan Strait, with a focus on building a semiconductor industry chain innovation consortium and a collaborative research center for smart equipment [3] - Multiple significant collaborations were established during the event, including the establishment of a "Cell Technology Transfer Cooperation Center" between the Taiwan Health Industry Alliance and Henan pharmaceutical companies, as well as eight key projects signed on-site covering semiconductor packaging testing and medical health [4]

Group 1 - The smartphone industry is increasingly adopting 200-megapixel sensors as a common feature in flagship models, following the trend of "1-inch super large sensor" CMOS technology [1][3] - Samsung's Galaxy S25 Ultra continues to utilize the exclusive HP2 main camera, which outperforms larger competitors in terms of light sensitivity and focusing capabilities under well-lit conditions [3][5] - Other brands like Vivo, Honor, and Xiaomi are also implementing 200-megapixel sensors in their flagship models, leveraging the sensor's "4x zoom" capability for enhanced image quality [5][10] Group 2 - There are questions regarding the absence of smartphones featuring multiple 200-megapixel sensors, despite the physical possibility of fitting them into current designs [6][8] - The limitation arises from the capabilities of the System on Chip (SoC) and its Image Signal Processor (ISP), which must handle data from multiple sensors simultaneously [12][14] - Current flagship SoCs can only support a maximum of 48 million pixels when processing images from multiple cameras, which restricts the use of more than one 200-megapixel sensor in flagship models [16][18]

Core Viewpoint - The article emphasizes that Huawei Pura X represents a significant innovation in the foldable smartphone market, showcasing a new form factor and the integration of HarmonyOS 5, which addresses consumer needs and enhances user experience [2][27][35]. Market Overview - The foldable smartphone market has seen rapid growth over the past five years, with 2024 expected to introduce the highest number of new models, totaling 41 [2]. - However, the market is entering an adjustment phase, as evidenced by a year-on-year decline in shipments for Q3 2024, prompting some manufacturers to reduce their foldable offerings or halt R&D [3][30]. Huawei's Position - Huawei has emerged as a leader in the foldable smartphone market, holding a 51.29% market share in China and over 85% in the high-end segment priced above 10,000 yuan [30][31]. - The launch of Huawei Pura X has revitalized the market, indicating a shift towards products that prioritize user experience and content creation [7][9]. Product Features - Huawei Pura X features a unique 16:10 aspect ratio display, which increases the screen area by 30% compared to traditional smartphones, enhancing user interaction for gaming, viewing, and productivity [16][19][23]. - The device incorporates advanced technologies such as a peak brightness of 2500 nits and a 120Hz adaptive refresh rate, providing a superior visual experience [16]. Software Integration - The integration of HarmonyOS 5 with Huawei Pura X allows for seamless interaction across devices, enhancing the overall user experience through features like AI assistance and distributed capabilities [24][26]. - The AI assistant, powered by advanced models, can recognize over 100 real-world scenarios and understand user emotions, making interactions more intuitive [23]. Innovation and Future Outlook - Huawei's commitment to innovation is evident in its development of new hardware and software solutions, positioning the company to redefine user interaction with mobile devices [34][35]. - The article suggests that Huawei Pura X could serve as a breakthrough model for the future of digital life, emphasizing the importance of user-centric design in the evolving smartphone landscape [27][35].

Core Insights - The "Make in India" initiative is projected to see a 6% year-on-year growth in smartphone shipments in 2024, driven primarily by the export growth of Apple and Samsung, which together account for approximately 94% of India's smartphone exports [1][5] - The Indian government's Production-Linked Incentive (PLI) policy is encouraging global manufacturers to establish or expand production bases in India, contributing to local manufacturing growth [1][5] Manufacturer Performance - Samsung is expected to maintain its leading position in India's electronics manufacturing sector, with a 7% year-on-year increase in shipments driven by export growth [6] - Vivo ranks second with a 14% year-on-year growth, achieving a market share of 14%, largely due to the expansion of offline retail channels and distribution networks [6] - Foxconn, supported by Apple, anticipates a 19% year-on-year increase in manufacturing volume, with plans to establish smartphone display module assembly operations to enhance local manufacturing capabilities [6] - Tata Electronics is the fastest-growing manufacturer in 2024, with a 107% year-on-year increase, attributed to strong shipments of iPhone 15 and iPhone 16, alongside the establishment of semiconductor manufacturing facilities [6] - OPPO's manufacturing ranking has dropped to fourth place, with a 34% year-on-year decline in shipments due to intense market competition and increased reliance on contract manufacturing [6] - DBG has achieved double-digit growth in 2024 due to collaborations with Xiaomi and realme [6] Overall Market Dynamics - Dixon leads the overall mobile device market, including smartphones and feature phones, with strong shipment performance driven by Transsion's brands and Motorola [7] - In the smartphone sector, Dixon has experienced a 39% year-on-year growth, supported by new partnerships with Transsion and realme [7]

中国仍然是全球最大的二手和翻新智能手机交易中心。出口至多个市场的交易量持续增长，且规范 化市场的参与者在这一增长中发挥着主导作用。由翻新机和"原样机"（即未经过任何技术处理，直 接转售的二手手机）组成的二手智能手机市场，如今已占中国整体（新机+二手）智能手机行业的 20% 。这 20% 包括国内翻新机销售以及出口业务。 根据 Counterpoint Research 最新的 《全球二手智能手机市场报告》 ，2024 年中国翻新智能手机市场 同比增长 6% 。由于中国大陆对翻新手机的需求增长，国内消费市场也出现了增长。 中国二手智能手机市场增长情况（2020-2024 年） 业务咨询 Rick Cui / 客户服务总监 电话: +86 13801127537 邮箱:rick@counterpointresearch.com 媒体采访 Haylee Xu / 市场专员 电话: +86 15959754429 邮箱:haylee.xu@counterpointresearch.com 中国的二手智能手机市场由翻新机和"原样机"组成，如今已占整个（新机+二手）智能手机行 业的 20% 。 中国的规范化二手智能手机市 ...

Core Viewpoint - The "Make in India" initiative is driving a 6% year-on-year growth in smartphone shipments in 2024, primarily fueled by the export growth of Apple and Samsung, which together account for approximately 94% of India's smartphone exports [1][4]. Group 1: Market Dynamics - Samsung maintains its leading position in India's smartphone manufacturing with a 7% year-on-year growth in shipments, supported by a 13% increase in exports [4][7]. - Foxconn Hon Hai's shipments in India grew by 19% year-on-year, driven by the strong performance of iPhone 14, iPhone 15, and iPhone 13 models [4][7]. - Tata Electronics emerged as the fastest-growing smartphone manufacturer in India in 2024, with a remarkable 107% year-on-year growth, largely attributed to the iPhone 15 and iPhone 16 [4][7]. Group 2: Future Projections - The Indian smartphone manufacturing sector is expected to achieve double-digit growth in 2025, bolstered by government initiatives and the diversification of global supply chains [5][6]. - The local value addition in smartphone manufacturing is anticipated to increase continuously, making India an attractive manufacturing hub due to its large domestic market and low labor costs [5][6]. Group 3: Competitive Landscape - Vivo ranks second in the market with a 14% year-on-year growth, benefiting from the expansion of offline retail channels and a strengthened distribution network [7]. - OPPO faced challenges in 2024, with a 34% decline in shipments due to intense market competition and increased reliance on contract manufacturing [7]. - Dixon became the largest manufacturer in the overall mobile device market, driven by partnerships with Transsion and Motorola, achieving a 39% year-on-year growth in smartphone shipments [8].

中国仍然是全球最大的二手和翻新智能手机交易中心。出口至多个市场的交易量持续增长，且规范 化市场的参与者在这一增长中发挥着主导作用。由翻新机和"原样机"（即未经过任何技术处理，直 接转售的二手手机）组成的二手智能手机市场，如今已占中国整体（新机+二手）智能手机行业的 20% 。这 20% 包括国内翻新机销售以及出口业务。 根据 Counterpoint Research 最新的 《全球二手智能手机市场报告》 ，2024 年中国翻新智能手机市场 同比增长 6% 。由于中国大陆对翻新手机的需求增长，国内消费市场也出现了增长。 中国二手智能手机市场增长情况（2020-2024 年） 中国的二手智能手机市场由翻新机和"原样机"组成，如今已占整个（新机+二手）智能手机行 业的 20% 。 中国的规范化二手智能手机市场正在快速增长。货源国相对集中，但出口市场更加广泛。因 此，在海外贸易方面，大型零售商通常使用中国香港作为中转站。 非规范化二手智能手机市场自 2023 年以来竞争愈发激烈。较新的 A 级机型（尤其是 iPhone ） 供应短缺，而旧款 iPhone 仍在大量销售，导致 2024 年的平均售价（ASP）下降。 ...

期数： 2 0 2 5年3月刊 * 如 需了解更多 相 关 信 息 ， 请 订 阅 C I N N O R e 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 1 . 0 1 ' 2 4 - 0 1 ' 2 5 中国市场智能机销量及同比趋势 2 . 0 1 ' 2 4 - 0 1 ' 2 5 中国市场智能机价格段趋势 3 . 0 1 ' 2 5 Vs 0 1 ' 2 4 中国市场智能机价格段同比 4 . 国补政策1：3C单品在6 , 0 0 0元以下解读 5 . 国补政策2：手机单品在6 , 0 0 0元以上解读 6 . 其他手机补贴相关政策汇总 7 . 补贴对行业与消费者的影响 8 . 0 1 ' 2 3 - 0 4 ' 2 5 (E) a -Si LCD智能机面板价格趋势 9 . 0 1 ' 2 3 - 0 4 ' 2 5 (E) LTPS LCD智能机面板价格趋势 1 0 . 0 1 ' 2 3 - 0 4 ' 2 5 (E) 刚性OLED智能机面 ...

然而，与上一季度相比，智能手机出货量下降了近 2% 。这一情况发生的原因是许多品牌已在 2024 年 Q3 开始发货，以确保在假期季节开始前完成分销。几乎所有拉丁美洲国家都有自己版本的"黑色 星期五"购物活动，许多活动持续一整周。一些国家，如墨西哥的"El Buen Fin"和阿根廷的"网络星 期一"，活动时间甚至更早。 根据 Counterpoint 市场监测服务的最新报告 ，2024 年 Q4 ，拉丁美洲智能手机市场的出货量同比增 长 9.3% ，这是连续第六个季度实现同比增长。阿根廷、智利、秘鲁等地区市场是这一增长的主要 推动力。 点击阅读原文下载完整版 PDF 报告 三星 继续在拉丁美洲地区占据领先地位，其市场份额比最接近的竞争对手高出约 9 个百分点。这 家手机品牌厂商提前推出了入门级机型，这使得其出货量同比有所增加，不过由于拉丁美洲的潜 在市场总量有所扩大，其市场份额并未发生变化。 摩托罗拉 的出货量实现了小幅同比增长。其成功主要得益于在较低价格区间的表现，以及推出的 5G 智能手机产品大幅降价促销，这也助力其在该地区扩大了市场。然而，其市场份额同比下降了 几个百分点。 小米 实现了两位数的增长， ...

Group 1 - Alibaba's 1688 platform has announced the complete cancellation of the "refund only" policy, with annual active buyers exceeding 100 million, marking a historical high for the platform [2] - The new "Source Selection" business focuses on providing high-quality products at one-third the price of major brands, catering to family procurement needs [2] - Huawei's concept stocks surged after the announcement of a new product that is a phone but not just a phone, with significant stock price increases for related companies [3][4] Group 2 - BYD launched the world's fastest charging technology, allowing a 5-minute charge to provide a range of 400 kilometers, equating charging time with refueling time for traditional vehicles [5][6] - BYD's market capitalization reached 1.16 trillion yuan, surpassing CATL for the first time since June 2018, indicating strong market performance [7][8] - Xiaomi emerged as the biggest beneficiary of national mobile phone subsidies, with a brand awareness of 60.9%, significantly higher than competitors [7][8] Group 3 - JD.com is innovating in talent acquisition through a reality show aimed at recruiting young sales talents, offering high salaries and practical training [19][20] - The company is also launching a large-scale internship program, providing over 10,000 internship offers to university students [19] - The collaboration between Zhiji Auto, Ele.me, and Zebra Smart Travel aims to develop the first "AI ecological cockpit," enhancing user interaction and safety [21] Group 4 - Microsoft announced a significant breakthrough in quantum computing, claiming to have developed a chip capable of producing Majorana fermions, although the authenticity of the results is debated [22][23] - Apple is facing an AI crisis, with a major meeting planned to address the company's challenges in AI development and product marketing [24][25] - Samsung's chairman emphasized the need for the company to invest for the future despite current challenges, urging executives to adopt a "do-or-die" mentality [26][27]