Group 1 - The vivo X Fold5 is set to be released within this month, with recent leaks highlighting its features and specifications [1] - The weight of the X Fold5 has surpassed the previous record set by the X Fold3 at 219 grams, indicating advancements in lightweight technology for foldable screens [1] - The X Fold5 is lighter than the iPhone 16 Pro Max, weighing approximately 227 grams, which enhances its portability while providing a large screen experience [1] Group 2 - The X Fold5 will be the first large foldable smartphone to receive IP certification for water and dust resistance, significantly improving its durability and reliability [2] - It will be powered by the Qualcomm Snapdragon 8 Gen3 mobile platform and feature 90W fast charging technology, ensuring flagship-level performance and battery life [2] - The camera system continues the collaboration with Zeiss, featuring a triple-camera setup that includes a wide-angle main camera, ultra-wide-angle, and periscope telephoto lens, catering to professional photography needs [2]

据供应链权威市场调查机构周报数据显示，2025年第21周（5月19日-5月25日），苹果在中国智能手机 市场以25.9%的销量市占率位居第一，较前一周（W20）的21.5%进一步扩大优势，蝉联两周销量份额 冠军。 这一成绩不仅打破了华为、小米等国产厂商的持续领跑态势，更创下近三年来苹果单周市场份额新高。 供应链信息显示，iPhone 16 Pro 系列在W21周激活量突破80万台，较降价前增长150%，其中128GB版 本叠加国补后仅5499元，成为苹果史上最便宜Pro机型。 从市场竞争格局看，OPPO（含一加、realme）以14.9%位列第二，华为14.8%紧随其后，小米、vivo分 别以14.6%和14%的销量份额排名第四和第五。 这一数据与2025年第一季度形成鲜明对比——彼时苹果在华出货量同比下滑8%，市场份额仅13.7%，排 名第五（数据来源：Canalys）。 苹果此次销量爆发的核心推手是其首次深度参与中国政府主导的"智能终端补贴计划"。 iPhone 16 Pro系列中的128GB版本原价7999元，5月10日苹果官网直接下调1445，再叠加国补500元和平 台百亿补贴等多重优惠，最终售价低至 ...

Core Insights - The competition in the mid-range smartphone market is intensifying, with major brands like OPPO, Huawei, Xiaomi, and Vivo launching new models to capture the significant user base of approximately 500 million users in China who prefer devices priced between 2,000 to 4,000 RMB [2][3] - Vivo's market share has declined, dropping to 14.4% in Q1 2025, compared to its previous leading position, indicating challenges in maintaining its competitive edge [2][11] - The mid-range segment is crucial for Vivo, as it represents a significant portion of its sales and overall market strategy [3][11] Market Dynamics - The Chinese smartphone market has shifted towards high-end devices, with the share of phones priced above 4,000 RMB increasing from 11% to 28% over recent years, while the industry transitions from growth to a more saturated environment [11][12] - In 2024, a total of 396 new smartphone models were launched in China, with mid-range devices dominating, leading to fierce competition and price reductions across the board [11][12] - Vivo's sales strategy has heavily relied on its extensive offline presence, with over 250,000 stores by 2024, significantly outpacing competitors like Huawei and Xiaomi [9][12] Vivo's Competitive Strategies - Vivo has historically utilized a "machine sea" strategy, launching numerous models across various price points to cater to diverse consumer needs, which has helped it stand out in a crowded market [6][8] - The company has invested heavily in imaging technology, establishing a dedicated research team to enhance its product offerings, which has been a key differentiator in the mid-range segment [7][17] - Vivo's channel strategy focuses on penetrating lower-tier markets, enhancing distribution efficiency and increasing product visibility, which has contributed to its market share growth in the past [8][9] Challenges and Future Outlook - The increasing performance standardization among mid-range devices poses a challenge for Vivo, as differentiation becomes more difficult in a crowded market [11][15] - The competitive landscape is evolving, with brands like Honor and Redmi introducing innovative features to capture market share, indicating a need for Vivo to adapt its strategies [16][18] - Vivo's future success may hinge on its ability to leverage its technological advancements and refine its product offerings to meet specific consumer demands in the mid-range segment [17][18]

家电丨市场观察 本周看点： -空调"三国杀"：美的格力争第一，小米能否"搅局"？ -从99%到99.99%，Robotaxi正在跨越"最后一公里"？ -AI智能体，是不是可以慢一点？ 行业环境 1.空调"三国杀"：美的格力争第一，小米能否"搅局"？ 关键词 ： 空调行业,市场份额,零售额份额,智能家居,绿色化 概要 ： 美的与格力因"空调行业第一"争夺引关注，双方引用数据维度不同。2024年中国空调 销量1.89亿台，增长20.9%，头部企业集中度提升。小米空调线上崛起但线下薄弱，短期内难撼 动两巨头地位。未来竞争将聚焦智能化、绿色化和全球化，三家企业各具优势，用户消费将决 定真正"行业第一"。 2.一场机器人革命，正在深圳发生 关键词 ： 机器人,深圳,技术创新,产业生态,供应链 概要 ： 深圳正构建全球首个"机器人创新共同体"，凭借产业链完整、制造效率高等优势，推动 机器人产业发展。目前，深圳拥有5.11万家机器人企业，2024年产值将超2000亿元，实现核心 零部件国产化率超90%，成本显著降低。通过政府开放50个领域作为试验场，深圳形成"技术验 证-场景反馈-迭代升级"闭环，加速技术创新与应用，探索" ...

Canalys最新研究显示，2025年第一季度，全球智能手机市场仅实现0.2%的增长，出货量达2.969亿台。 由于阶段性换机高峰进入尾声以及厂商寻求更健康的库存水位，全球智能手机市场增速已经连续三个季 度回落。三星位列第一，出货量达6050万台；苹果位列第二，出货量达5500万台，份额达19%；小米稳 居第三，出货量达4180万台，市场份额为14%。vivo和OPPO位列第四及第五位，出货量分别为2290万 台和2270万台。 ...

外界都很好奇，这4个多月来，荣耀发生了什么？李健相信， 荣耀最困难的时间已经过去了。 作者：陈月芹 封图：图虫创意 5月28日晚，荣耀CEO李健携4位高管第一次集体亮相。 1月17日，在公司完成股改、启动IPO前夜，荣耀CEO之位突然换帅。此后的4个多月来，荣耀一直 处在舆论的漩涡之中：原高管层相继离职，一季度销售排名掉出前5，38个关键岗位人事地震…… 李健也看到了"荣耀是不是要死了"的极端揣测，他回应："我告诉你，还真没死，荣耀重生了。" 外界都很好奇，这4个多月来，荣耀发生了什么？ 对内全体起立，对外团结生态 1月，掌舵荣耀十年的CEO赵明宣布离职后，荣耀中国区销售部部长郑树宝、首席营销官姜海荣等 核心高管也相继离职。 在接棒CEO一职前，李健是荣耀人力资源部总裁，因此也更加强调组织和人才是影响业务表现的 关键，上位第一刀即开启"刮骨疗伤"式的人事变革，推出"雄鹰计划"，要求关键岗位主管全体起 立，重新竞聘上岗。 这场涉及荣耀29省负责人，中国区渠道、零售和营销等部门的大换防，是李健在一趟北京飞往武 汉的飞机上，只花了2个小时便做出的决定。 李健回忆，他下了飞机，就和荣耀公司销售与服务总裁王班讲了这一想 ...

5月29日，vivo发布vivo S30系列新机。作为vivo销量重要支撑的中端系列手机，vivo S系列这次做出了重大调整，在保留vivo S30这一基础版 本的同时，又掏出了一个全新的小屏手机vivo S30 Pro mini。 近年来，凭借着高颜值和舒适的握持，小屏手机备受部分消费者喜爱。去年10月，作为vivo高端旗舰手机，vivo X200系列也首次新增了小屏 版本vivo X200 Pro mini，跟市场上大多数小屏手机一样价格在4000元以上。 作者 | 黄昱 编辑 | 刘宝丹 在手机国补的窗口期，今年618大促必然会迎来一个竞争激烈的手机市场。要想在这一重要促销节点取得胜利，"降价肉搏"已然不是好策略， 各大手机厂商必须在产品力上下更多功夫。 伴随着华为手机的全产品线的回归，中国智能手机格局已然大变天。虽然凭借着高中低全价格段的清晰布局，以及其全新打造的蓝科技矩 阵，vivo去年守住了国内第一的位置，但今年要继续坐在这个位置上还是压力不小。 IDC数据显示，2024年，vivo以17.2%的市场份额稳居全年出货量第一，华为虽然未能在2024年回到国内第一的位置，但以16.6%的市场份额 位居 ...

International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker expects global smartphone shipments to grow 0.6% year over year to 1.24 billion in 2025.IDC cut the forecast from 2.3% growth in February due to high uncertainty, tariff volatility, and macroeconomic challenges leading to a slowdown in consumer spending.Growth will remain in the low single digits throughout the forecast period, with a five-year (2024-2029) compound annual growth rate (CAGR) of 1.4% due to increasing smartphone pen ...

Core Insights - The smartphone shipment volume in the Middle East and Africa is expected to grow by 7% year-on-year in Q1 2025, marking the first positive growth after two consecutive quarters of decline [1] - Strong demand during Ramadan and Easter, expanded device supply, and moderate inflation have driven consumer spending in the region [1] Market Dynamics - The smartphone market in the Middle East and Africa is entering an adjustment phase in 2024, with brands focusing on clearing old inventory and reducing new product launches, leading to a decrease in active brands [6] - Despite the adjustment, the market is expected to see a strong recovery in early 2025 due to improved supply and the release of pent-up demand, particularly for budget models under $100 [6] - High-end smartphones priced above $800 continue to show robust growth, indicating a persistent trend towards premiumization [6] 5G Adoption - The 5G adoption rate in the region has slightly increased, reaching a market share of 33% in Q1 2025, with brands like Samsung, Xiaomi, and HONOR leading the growth in the $400 to $499 price segment [6] - The reduction in 5G component costs and significant investments from African operators, along with government digitalization efforts, have contributed to the proliferation of 4G and 5G infrastructure [6] Display Technology - The penetration rate of OLED displays reached 42% in Q1 2025, driven by consumer demand for vibrant colors, better contrast, and energy efficiency [7] - Smartphones with screens larger than 6.5 inches are increasingly popular, as users prefer high-resolution displays for enhanced viewing experiences [7] Brand Performance - Samsung maintained its market leadership with a 15% year-on-year increase in shipments, streamlining its product offerings from 103 to 76 models to focus on higher quality [12] - Transsion holds a 32% market share in the region, up from 29% last year, with TECNO achieving a 31% growth rate due to strong promotions in the mid-range market [12] - Xiaomi's shipments decreased by 2%, but its LTE smartphones saw a 27% year-on-year growth, primarily in the low-end market [13] - Apple experienced a 4% increase in shipments, with its market share rising to 6%, driven by the strong performance of the new iPhone 16e in price-sensitive markets [13]