9月11日，市场调查机构Counterpoint Research发布的最新报告显示，2025年上半年全球高端智能手机销 量同比增长8%，创上半年历史新高；增速高于同期仅同比增长4%的全球智能手机市场。其中，苹果继 续领跑，三星紧随其后；华为同比增长24%位列第三；小米销量增长55%排第四名，电动车"光环效 应"成主因，谷歌销量同比翻番，时隔五年重返前五。 全球高端（>$600）智能手机市场单位销量份额（按OEM） Counterpoint Research手机型号销量追踪， Q2 2025 尽管苹果在新兴市场有所增长，但其在中国市场的份额已被华为、小米等国产品牌抢占。凭借忠实的用 户群和强大的线下业务，华为正不断从苹果手中夺回失去的市场份额，并通过诸如三折叠Mate XT等独 特设计机型，赢得消费者的青睐。 小米（Xiaomi）排名第三，同比大增55%，主要增量来自中国市场。Counterpoint Research分析道，其 不仅在智能手机业务推进高端化，也在电动汽车（EV）与物联网（IoT）业务同步发力；高端EV的光 环效应正反哺手机业务，而手机又与EV、IoT深度整合。 谷歌（Google）时隔五年重 ...

Core Insights - The global high-end smartphone market is experiencing significant growth, with a projected 8% year-on-year increase in sales for the first half of 2025, surpassing the overall smartphone market growth of 4% [1][3] - Apple continues to lead the high-end market with a 62% share, although its market share has slightly declined due to faster growth from competitors [3] - Huawei and Xiaomi are gaining market share, with Huawei showing a 24% year-on-year growth and Xiaomi achieving a remarkable 55% increase, primarily driven by the Chinese market [1][3] - Google has re-entered the top five high-end smartphone brands after five years, with a 105% increase in sales attributed to the strong performance of its Pixel 9 series [1][3] Market Trends - The trend towards "premiumization" is evident as consumers increasingly prefer to upgrade to high-end devices, contributing over 60% of global smartphone revenue [4] - The top ten high-end markets account for nearly 80% of sales in this segment, with India showing the fastest growth at 37% year-on-year, largely driven by Apple's performance [4] - China remains the largest high-end market in absolute terms, contributing significantly to growth [4] - Generative AI models now account for over 80% of high-end devices, indicating a shift in consumer preference towards innovative features [4] - Foldable smartphones are a niche but growing category, with Apple expected to enter this market in 2026 [4]

Core Insights - The global high-end smartphone market is experiencing significant growth, with a projected 8% year-on-year increase in sales for the first half of 2025, outpacing the overall smartphone market growth of 4% [1] - High-end smartphones now account for over 60% of global smartphone revenue, highlighting their strategic importance in the market [1] Company Performance - Apple remains the largest brand in the high-end market with a 3% year-on-year growth, holding a 62% market share, although its share has slightly declined due to faster growth from other OEMs [1] - Xiaomi has shown notable improvement in the high-end segment in China, leveraging its advancements in electric vehicles (EV) and Internet of Things (IoT) to enhance its smartphone business [4] - Google has re-entered the top five high-end smartphone brands after five years, with its Pixel 9 series seeing a doubling in sales due to strong performance and effective marketing [4] - Samsung has achieved growth through its S25 series, which has outperformed the S24, and anticipates further success with the upcoming Z Fold7 [4] Market Trends - The top ten high-end markets contribute nearly 80% of sales, with India being the fastest-growing market at 37% growth, driven by Apple's strong performance and accessible financing options [4] - China remains the largest contributor to growth in absolute numbers within the high-end market [4] - Foldable smartphones are emerging as a niche but growing category, serving as a key differentiator for brands and expanding high-end product lines [5] - Devices with generative AI capabilities accounted for over 80% of high-end smartphone sales in the first half of 2025, indicating a strong consumer preference for innovative technology [5]