智通财经APP获悉，据Counterpoint Research对中国智能手机市场的季度观察报告，2025年上半年，中国智能手机市场出货量预计同比增长1.4%，在全球 市场整体不确定性加剧的背景下，成为稳定器。国家补贴刺激了早期需求，但市场面临落地难题。近期补贴发放节奏放缓，但预计该项目将持续至2025年 全年，甚至可能延续至2026年。苹果凭借iPhone Pro降价及纳入补贴名单，在618期间表现最佳。小米发布自研应用处理器AP—Xring O1，强化其高端市场 布局。AI依然是核心主题，但厂商更强调实用性场景落地。 国家智能手机补贴计划落地受阻，但预计将持续至2025年下半年 中国中央政府推出了约人民币3000亿元（约414亿美元）的补贴计划，旨在刺激消费电子产品购买，包括价格在6000元（约828美元）以下的智能手机。 第一轮资金大幅推动了Q1销量增长，但也暴露出实施中的一系列难题。 补贴流程复杂，使得中小厂商望而却步，而资源充足的大型零售渠道则更易执行，因此华为与小米在该政策中受益最多。 尽管执行端面临挑战，且近期补贴发放节奏放缓，但预计该项目将持续至2025年全年，甚至可能延续至2026年（基于供 ...

国家智能手机补贴计划落地受阻，但预计将持续至2025年下半年 中国中央政府推出了约人民币3000亿元（约414亿美元）的补贴计划，旨在刺激消费电子产品购买，包括价格在6000元（约828美元）以下的智能手机。 第一轮资金大幅推动了Q1销量增长，但也暴露出实施中的一系列难题。 补贴流程复杂，使得中小厂商望而却步，而资源充足的大型零售渠道则更易执行，因此华为与小米在该政策中受益最多。 尽管执行端面临挑战，且近期补贴发放节奏放缓，但预计该项目将持续至2025年全年，甚至可能延续至2026年（基于供应链渠道调研）。不过，随着中 国智能手机市场的成熟，此类大规模激励政策的边际效应正在逐渐减弱。 苹果凭借大幅降价主导618大促 以下文章来源于Counterpoint 咨询 ，作者Archie Zhang Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响力。我们致力于为合作伙伴提供准确、及时的市场数 据，帮助他们做出明智的决策。 2025年上半年，中国智能手机市场出货量预计同比增长1.4%，在全球市场整体不确定性加剧的背景下 ...

Core Viewpoint - OPPO officially launched the highly anticipated Reno14 series smartphones on May 15, featuring advanced AI capabilities with ColorOS 15 and the integration of the DeepSeek model [1] Group 1: Product Overview - The Reno14 series includes two models: Reno14 and Reno14 Pro, inspired by deep-sea mermaids, utilizing a unique light-reflecting process to create a fish tail texture on the glass back, showcasing "one phone, ten colors" under light [3] - The series maintains the "super beautiful small flat screen" design, featuring a premium metal frame and integrated cold-formed glass, with a lens module designed for elegance and uniqueness, and all models support IP66/IP68/IP69 water resistance [3] Group 2: Imaging System - A key highlight of the Reno14 series is its imaging system, equipped with a 50MP periscope telephoto camera, offering new high-definition long-range photo capabilities that outperform similar features on iPhones [5] - The series introduces the first ultra-bright smart flash for low-light environments, enhancing brightness and focus, and supports 4K video to live photo conversion, along with features for sharing on platforms like Xiaohongshu and WeChat [5][6] Group 3: Performance and Features - The Reno14 is powered by the Dimensity 8350 flagship chip, while the Reno14 Pro upgrades to the Dimensity 8450 chip, featuring a full big-core architecture and an advanced cooling system for smooth gaming experiences [8] - The Reno14 has a 6000mAh battery, and the Reno14 Pro has a 6200mAh battery, both supporting 80W super flash charging, with the Pro model also offering 50W wireless flash charging [8] - ColorOS 15 enhances user experience with features like "AI inspiration creation" and "O + interconnection" for seamless document transfer between phone and computer [8] Group 4: Market Launch and Promotions - The Reno14 series will officially go on sale on May 23, coinciding with the "618" shopping festival, with an additional discount of approximately 500 yuan on the original price due to national subsidies [8]