开放 共赢 而这也是过去一年里我们观察到的另一个有趣现象： 越来越多厂商开始扩大对于 PPS、UFCS 之类公有快充协议的支持力度，我们或许接近了一个「公有协议」与「私有协议」的分水岭。 比如在小米 17 系列、红米 K90 系列和 Turbo 系列中，除了小米自家的「澎湃秒充」之外，这些机型还额外支持了 USB PD 协议下的 PPS 快充—— 不是陪伴我们好几年的 55W PPS，而是目前最高规格的 100W PPS。 长久以来，手机的充电一直都是左右使用体验的重要因素。 伴随着 2025 年的结束，在见识到了硅碳负极的广泛应用、电芯密度持续增加、七八千甚至一万毫安时手机满街走之后，很难不让人觉得： 对手机来说，2025 年是当之无愧的「能源之年」。 但光有一块大电池是不够的，想要让大容量发挥出优势，充电充得快也是必不可少的一环。 换句话说，小米在 2025 年为国产手机设立了一个新的标杆：哪怕主打兼容性的公有快充协议，在充电效率上也可以不输厂商的私有协议了。 甚至我们可以抛出一句暴论： 2026 年，手机充电私有协议的黄金时代已经终结了。 PPS 有什么好？快、凉、省！ 但话又说回来，PPS 其实不是去 ...

中国智能手机市场的座次排位，又发生了较大的变化。 据IDC数据，2025年，中国智能手机市场出货量2.85亿台，同比微降0.6%。存量竞争中，华为市场份额时隔多年后重新登顶。 | | | 2025年中国前五大智能手机厂商 | 出货量、市场份额、同比增幅 | | | | --- | --- | --- | --- | --- | --- | | 厂商 | 2025年 出演量 (单位:百万台) | 2025年 市场份额 | 2024年 Haract (单位:百万台) | 2024年 市场份额 | 同比增幅 | | 1. Huawei | 46.7 | 16.4% | 47.6 | 16.6% | -1.9% | | 2*. Apple | 46.2 | 16.2% | 44.4 | 15.5% | 4.0% | | 2*. vivo | 46.1 | 16.2% | 49.3 | 17.2% | -6.6% | | 4. Xiaomi | 43.8 | 15.4% | 42.0 | 14.7% | 4.3% | | 5. OPPO | 43.4 | 15.2% | 42.5 | 14.8% | 2.1% | | ...

智东西 虽然与2020年巅峰时期体量相比尚有差距，但历经五年摸爬滚打逆势前行，华为手机是实实在在地回来 了，在中国市场重回榜首。 | 厂商 | 2025年 | 2025年 | | --- | --- | --- | | | 出货量 | 市场份额 | | | (单位:百万台) | | | 1. Huawei | 46.7 | 16.4% | | 2*. Apple | 46.2 | 16.2% | | 2*. vivo | 46.1 | 16.2% | | 4*. Xiaomi | 43.8 | 15.4% | | 4*. OPPO | 43.4 | 15.3% | | | 2020年全年 HS& | 2020年全年 | | | (单位:自同台) | 市场份额 | | 1.华为 | 124.9 | 38.3% | | 2. vivo | 57.5 | 17.7% | | 3. OPPO | 56.7 | 17.4% | | 4. 小米 | 39.0 | 12.0% | | 5. Apple | 36.1 | 11.1% | ▲2025年、2020年华为全年手机出货量及市场份额，来源：IDC 随着芯片供应逐渐稳定 ...

Core Insights - The top three smartphone brands in China by activation volume in 2025 are vivo, Xiaomi, and Apple, with vivo maintaining the first position despite a slight decline in activation volume [1][5] - Xiaomi surpassed Apple to claim the second position, largely due to the success of the Xiaomi 17 series, which includes models with activation volumes exceeding one million [2][6] - The activation volume gap between the top five brands is minimal, with less than 3 million units separating vivo from Huawei, indicating a highly competitive market where a single popular model can significantly influence brand rankings [1][5] Brand Performance Summary - **Vivo**: Ranked first with an activation volume of 4,635.70 thousand units, a market share of 16.77%, and a year-on-year decline of 2.58% from 4,758.52 thousand units in 2024 [2][6] - **Xiaomi**: Ranked second with an activation volume of 4,588.45 thousand units, a market share of 16.60%, and a year-on-year growth of 5.41% from 4,352.78 thousand units in 2024 [2][6] - **Apple**: Ranked third with an activation volume of 4,520.65 thousand units, a market share of 16.35%, and a year-on-year growth of 9.34% from 4,134.30 thousand units in 2024 [2][6] - **OPPO**: Ranked fourth with an activation volume of 4,399.58 thousand units, a market share of 15.91%, and a year-on-year growth of 7.63% from 4,087.78 thousand units in 2024 [2][6] - **Huawei**: Ranked fifth with an activation volume of 4,340.02 thousand units, a market share of 15.70%, and a year-on-year decline of 0.96% from 4,382.18 thousand units in 2024 [2][6] - **Others**: The remaining brands collectively accounted for 5,164.91 thousand units, with a market share of 18.68% and a year-on-year decline of 8.93% from 5,671.15 thousand units in 2024 [2][6] Market Dynamics - The competition among the top brands is extremely tight, with minor differences in activation volumes leading to significant shifts in rankings [5][9] - The timing of new product launches, such as the Huawei Mate 80 series, can greatly impact market standings, suggesting that strategic release schedules are crucial for maintaining competitive positions [5][8] - Xiaomi's Lu Weibing emphasized the intense competition in the Chinese market, indicating that the leading positions are very fragile and require continuous effort to maintain [9]

Core Insights - The 2025 Chinese smartphone market has seen a subtle shift in the competitive landscape, with vivo maintaining its lead, followed by Xiaomi and Apple, all surpassing 40 million units in activation volume [1][7]. Market Rankings - Vivo (including iQOO) ranked first with an activation volume of 46.357 million units, holding a market share of 16.77%, despite a slight decline of 2.58% from 2024 [2][8]. - Xiaomi (including REDMI) achieved an activation volume of 45.884 million units, capturing a market share of 16.60%, marking a growth of 5.41% year-on-year, thus surpassing Apple to claim the second position [3][9]. - Apple secured the third position with an activation volume of 45.206 million units and a market share of 16.35%, experiencing a significant growth of 9.34% [3][10]. - OPPO (including OnePlus and realme) ranked fourth with 43.996 million units and a market share of 15.91%, showing a year-on-year increase of 7.63% [4][10]. - Huawei placed fifth with an activation volume of 43.400 million units and a market share of 15.70%, reflecting a slight decline of 0.96% [4][10]. Market Trends - The overall smartphone market in China saw a slight decline in demand, with total shipments around 285 million units, down 0.6% year-on-year, indicating a softening consumer demand [2][8]. - The market is characterized by a "high-end consolidation and mid-range competition," with AI smartphones and foldable screens emerging as key growth areas [4][10]. - In 2025, the shipment volume of AI smartphones reached 118 million units, achieving a penetration rate of over 40% [4][10]. Future Outlook - Industry experts predict a continued slight decline in overall shipments by 2%-3% in 2026, with rising memory chip prices potentially increasing average smartphone prices by 10%-20% [11]. - The focus for leading brands will likely shift towards high-profit segments, intensifying market competition [11]. - Key questions for 2026 include whether vivo can maintain its lead, if Xiaomi can solidify its second position, and whether Apple can sustain its high-end growth trajectory [11].

1月20日，数码博主"数码闲聊站"晒出2025年中国手机市场激活量数据。 数据显示，前三名分别为vivo、小米、苹果。其中，vivo激活量同比裸游下降，小米凭借小米17系列的 热销，排名超越苹果升至第二。 对此，前REDMI总经理王腾发文称，恭喜小米手机和中国区的兄弟们，中国市场第二，非常不容易。 还表示，2026年供应链大涨价，竞争更激烈、挑战更大，祝福大家安好。 责任编辑：李昂 1月20日，数码博主"数码闲聊站"晒出2025年中国手机市场激活量数据。 数据显示，前三名分别为vivo、小米、苹果。其中，vivo激活量同比裸游下降，小米凭借小米17系列的 热销，排名超越苹果升至第二。 | | | | 2025年中国手机市场激活量排名 | | | | --- | --- | --- | --- | --- | --- | | 排名 | 品牌 | 2025年 | 2025年 | 同比增长 | 2024年 | | | | 激活量(万台) | 市场份额 | | 激活量(万台) | | NO.1 | VIVO [含iQ00] | 4635.70 | 16.77% | -2.58% | 4758.52 | | NO.2 ...

小米总裁卢伟冰今日转发@数码闲聊站博文称：中国是全球竞争最激烈的市场，领先的身位都非常微 弱，极其焦灼。2026继续加油！ 博文发布的2025年中国手机市场激活量数据显示，小米力压苹果升至第二，前三名分别为：vivo、小 米、苹果。小米力压苹果升至第二，该博主认为，小米17系列的爆火功不可没。 责任编辑：王翔 小米总裁卢伟冰今日转发@数码闲聊站博文称：中国是全球竞争最激烈的市场，领先的身位都非常微 弱，极其焦灼。2026继续加油！ 博文发布的2025年中国手机市场激活量数据显示，小米力压苹果升至第二，前三名分别为：vivo、小 米、苹果。小米力压苹果升至第二，该博主认为，小米17系列的爆火功不可没。 | | | | 2025年中国手机市场激活量排名 | | | | --- | --- | --- | --- | --- | --- | | 排名 | 品牌 | 2025年 | 2025年 | 同比增长 | 2024年 | | | | 激活量(万台) | 市场份额 | | 激活量(万合) | | NO.1 | vivo (含口00) | 4635.70 | 16.77% | -2.58% | 4758.52 | ...

Core Insights - Counterpoint Research reports a 1.6% year-on-year decline in China's smartphone shipments for Q4 2025, with an overall annual decrease of 0.6% [1] - Apple leads the domestic market with a 21.8% market share in Q4, followed by OPPO at 15.8% and vivo at 15.7% [1] - Huawei maintains the top position for the entire year with a 16.9% market share, closely followed by Apple (16.7%) and vivo (16.4%) [1] Group 1: Market Performance - Apple's Q4 shipments surged by 28% year-on-year, driven by strong demand for the iPhone 17 series and increased supply [4] - OPPO achieved a 15% year-on-year growth in Q4, supported by strong demand for the Reno series and contributions from the newly launched Find X9 and OnePlus 15 series [5] - Huawei's mid-to-high-end models performed well after price promotions, despite a decline in the second half of the year [5] Group 2: Product Insights - The iPhone Air's late launch and design compromises have led to a slow start, but it is expected to have a long-term impact on the eSIM smartphone market [5] - Vivo's iQOO 15 offers strong value among devices with Qualcomm's latest flagship chip, while Xiaomi's 17 series has gained attention for its Pro model's unique back screen [6] - Honor's X70 and 400 series maintained steady demand, with the new WIN series noted for its cooling performance [6] Group 3: Industry Outlook - Counterpoint Research anticipates a 40%-50% increase in storage prices in Q1 2026, followed by an additional 20% rise in Q2 [6] - The low-end market (under $200) has been significantly impacted, with a 20%-30% increase in Bill of Materials (BoM) costs since the beginning of the year [7] - Global smartphone shipments are projected to decline by 2.1% in 2026, with an expected average selling price increase of 6.9% due to cost adjustments [7]

Group 1 - Xiaomi's 17 series has become the best-selling domestic flagship phone within five months of its release, with the 18 series scheduled for launch in September [1][5] - The early release strategy has allowed Xiaomi to maintain a competitive edge over rivals, with the 18 series set to continue the trend of differentiated design, including a secondary screen [1][3] - The sales performance of the 17 series was significantly boosted by its early launch, achieving over 1 million units sold in less than 10 days, which is equivalent to 50% of the total sales achieved in the following 100 days [8] Group 2 - Competitors such as OPPO and Vivo are responding to Xiaomi's success by planning to release their flagship models earlier, potentially in September, to mitigate Xiaomi's first-mover advantage [9][10] - The introduction of new models, including a ProMax version by competitors, indicates a shift towards differentiation in design and features, as they aim to attract consumer attention [9] - Xiaomi is advancing its self-developed technologies, including processors and operating systems, with the 18 series expected to feature the Snapdragon 8 Elite Gen6 processor and possibly a special version with its own OS [12]

Core Viewpoint - Xiaomi is planning to adopt TSMC's N3P process for its second-generation self-developed SoC, the Xuanjie O2, instead of the latest 2nm process, and aims to expand the application of its self-developed chips beyond smartphones [1][2] Group 1: Product Development and Strategy - The Xuanjie O2 is expected to be applied in "non-smartphone" products, indicating Xiaomi's intention to broaden its chip usage [1] - The first-generation SoC, Xuanjie O1, was launched last year but was only used in a limited number of products, such as the Xiaomi 15S Pro and Xiaomi Pad 7 series [1] - Industry insiders suggest that the Xuanjie O1 served primarily to test Xiaomi's technical capabilities and market acceptance rather than to replace existing SoC suppliers like Qualcomm and MediaTek [1] Group 2: Market Competition and Challenges - Qualcomm and MediaTek are transitioning to more advanced 2nm processes for their flagship SoCs, which could weaken the market competitiveness of Xiaomi's Xuanjie O2 if it uses the N3P process [2] - TSMC's 2nm process has limited initial capacity, already allocated to major clients like Apple and Nvidia, making it difficult for Xiaomi to secure early production capacity [2] - The cost of 2nm processes is significantly higher than that of 3nm, which, combined with rising memory chip prices, has increased the overall material costs for smartphones by over 25% [2] Group 3: Pricing and Financial Implications - The launch price of the Xiaomi 17 Ultra has increased by around 500 yuan compared to its predecessor, indicating a trend of rising product prices [3] - Xiaomi's president has indicated that significant price increases are expected across the industry in the coming year, which may further pressure profit margins if higher-cost processes are adopted [3] - Xiaomi is likely to use its self-developed processors in mid-range and sub-flagship products, potentially exerting pressure on MediaTek, which primarily supplies non-flagship models [3] Group 4: Future Innovations and Investments - Xiaomi's founder has stated that by 2026, the company aims to achieve a "triple integration" of self-developed chips, operating systems, and AI models in a single product, marking a significant technological milestone [4] - Over the past five years, Xiaomi has committed approximately 105 billion yuan to core technology research and plans to invest 200 billion yuan over the next five years [4] - The company is targeting comprehensive chip coverage across its entire product line, including tablets, PCs, and automobiles, with the Xuanjie O2 leading this initiative [3][4]