关闭撤离与加码投资这看似矛盾的市场行为，反映出日企在华布局呈现出"高端留、低端撤"的结构性调 整路线：从传统制造业和低附加值领域加速撤离的同时，加速在新能源、智能制造、医疗健康等高科技 领域持续加码投资，抢占更多未来产业高地。 选择性战略收缩 根据最新的数据，2025年前十个月，日系车在华份额仅剩10.8%，与巅峰时期相比跌幅超过一半，而同 期中国自主品牌则飙升至58.3%。 在家电市场，海尔、美的等国产品牌已占据72%的市场份额，而日系品牌总和不到8%。这些数据背 后，是日系产品在中国市场的急剧萎缩。 在消费电子市场，索尼Xperia手机业务已于11月退出中国市场；夏普在今年也下架多款手机产品，进一 步收缩在华消费电子业务；12月，佳能中山工厂关闭，员工从最多时的上万人缩减至1400多人；奥林巴 斯早在2018年就关闭了深圳工厂，数码相机被智能手机平替；东芝则在2018年将电视品牌授权出售，基 本等同于撤离，三洋、NEC等品牌甚至被中国企业收购。 此前，三菱汽车7月终止了与沈阳航天的发动机合资业务，彻底退出中国汽车市场。美伊娜多2月全面撤 出中国化妆品市场；饮料巨头养乐多也于2024年底关闭上海工厂，并解散 ...

来源：巨潮WAVE 文 | 老鱼儿 编辑 | 杨旭然 2025年11月21日，佳能在中国重要的打印机生产基地——佳能（中山）办公设备有限公司生产车间的流 水线停止了运转。 三天后，员工们收到了正式公告：公司停止生产经营。 这个已经在中国深耕二十余年的厂区，曾被视为珠三角工人眼中的"铁饭碗"。如今，这个铁饭碗被砸得 粉碎，而佳能打印机也开始逐渐成为中国市场里的一个"小众品牌"。。 佳能打印机并不孤单。实际上，日本制造退出中国市场在近些年已经俨然是一种常态： 几天前，日本养乐多本社宣布，已经在华23年的广州第一工厂于11月30日关停。而去年12 月，养乐多已经关停了运营了20年的上海工厂。 今年8月，索尼Xperia官方微信公众号悄然注销，宣告其手机业务正式退出中国市场。 今年7月，三菱彻底退出中国市场，不仅整车不卖了，连与沈阳航天三菱合作的发动机业务 也按下停止键。 清单 时间倒回2012年3月15日，佳能（中山）办公设备有限公司新厂区启用仪式在中山火炬开发区隆重举 行。 其官网资料显示：新工厂于2010年开工建设，该基地以高端彩色激光打印机为主打产品，基地内不仅拥 有超大规模厂房，还配备了运动场馆、电影院、电 ...

Core Viewpoint - Sony's television and mobile phone businesses are facing significant challenges in the Chinese market, with declining market share and increasing consumer complaints about product quality [1][12][17]. Group 1: Television Business Challenges - Sony's market share in the Chinese television market has dropped to below 5% in 2024, with each of the four major foreign brands averaging around 1.25% [1][8]. - Consumers have reported quality issues with Sony televisions, particularly models like XR-65X90J, which have experienced sound output failures shortly after the warranty period [2][4]. - Complaints about Sony televisions have surged on various platforms, indicating a widespread perception of quality problems [4][7]. Group 2: Consumer Sentiment and Brand Reputation - Users express dissatisfaction with Sony's customer service and warranty policies, feeling that the issues are not isolated incidents but indicative of broader quality concerns [7][12]. - Industry experts suggest that Sony should acknowledge these issues and improve customer service to regain consumer trust [7][12]. Group 3: Market Position and Competition - Sony's television sales have been outpaced by domestic brands like TCL and Hisense, which offer better technology and price-performance ratios [12][17]. - The company's television business is categorized under "other businesses" in financial reports, indicating a decline in visibility and profitability [16][17]. Group 4: Mobile Phone Business Exit - Sony has officially exited the Chinese mobile phone market, with the Xperia brand no longer launching new models since September 2023 [13][15]. - The decline of Sony's mobile phone business mirrors the challenges faced in the television sector, as domestic competitors have gained significant market share [13][15].

Core Viewpoint - Sony's television and mobile phone businesses are facing significant challenges in the Chinese market, with declining market share and increasing customer complaints regarding product quality and service issues [1][9][10]. Television Business - Sony's market share in the Chinese television market has dropped to below 5% in 2024, with each of the four major foreign brands averaging around 1.25% [1][7]. - Customers have reported quality issues with several popular Sony TV models, including sound output failures shortly after the warranty period, leading to repair costs of several thousand yuan [2][4][6]. - The decline in Sony's television sales is attributed to the rise of domestic brands like Hisense and TCL, which offer better technology, features, and price-performance ratios [9][10]. - Sony's reputation has been further damaged by customer dissatisfaction with after-sales service and the perceived lack of responsiveness to quality complaints [6][9]. Mobile Phone Business - Sony has officially exited the Chinese mobile phone market, with the cancellation of its official WeChat account and the discontinuation of its website [10][12]. - The Xperia brand, once popular in China, has seen a significant decline in market presence due to competition from domestic brands like Huawei and Xiaomi [10][12]. - Sony's mobile phone business had been struggling for years, with no new models launched in China since the Xperia 5V in September 2023 [10][12]. Financial Performance - Sony's financial report for Q2 FY25 indicates that while other segments like music and gaming are performing well, the television and mobile phone divisions are in decline, contributing to a drop in overall profitability [13][14]. - The television and mobile phone businesses are categorized under "other businesses" in the financial report, reflecting their diminishing importance to the company's overall performance [14].

Core Viewpoint - Sony's television market share in China has significantly declined, with foreign brands collectively holding less than 5% of the market in 2024, averaging around 1.25% per brand [1][8]. Group 1: Sales Decline and Quality Issues - The decline in sales is attributed to quality issues, with many users reporting that their high-priced Sony TVs malfunction shortly after the warranty period, leading to repair costs of several thousand yuan [2][4]. - Users have reported widespread issues with specific models, such as the XR-65X90J, which has experienced a failure in sound output, indicating potential design flaws [3][4]. - Complaints about Sony TVs have surged on various platforms, with thousands of users expressing dissatisfaction over similar problems, particularly after the warranty expires [4][6]. Group 2: Customer Service and Brand Perception - Sony's customer service has faced criticism for not adequately addressing the quality concerns raised by users, with many feeling that the issues are not isolated incidents but indicative of broader quality problems [5][6]. - Industry experts suggest that Sony should acknowledge the issues, apologize to customers, and consider extending warranties or offering discounted repairs to restore consumer trust [6][9]. Group 3: Market Position and Competition - Sony's television sales have plummeted, ranking last among the top ten global TV brands, with a significant drop in market share due to the rise of domestic competitors like TCL and Hisense [7][9]. - The company's failure to adapt to local market demands, particularly in smart systems and user experience, has further weakened its position against local brands [9][10]. Group 4: Broader Business Challenges - Beyond televisions, Sony's mobile division has also exited the Chinese market, marking a significant retreat from a once-prominent position in the smartphone sector [10][11]. - The company's overall financial performance shows that while some segments are growing, the television and mobile businesses are struggling, contributing to a decline in overall profitability [11][12].

中国用户曾经高喊的"索尼大法好"，如今已经被淹没在吐槽声中。 日本索尼电视在中国市场一度是高端电视的代名词。但近年来其市场份额持续萎靡，数据显示，包括索 尼在内的四大外资电视品牌2024年在中国市场的合计市占率已经不到5%，每家平均仅为1.25%左右。 销量下滑或许主要源于质量危机。国内多位索尼用户在社交媒体上表示，购买的万元索尼电视"刚过保 就坏"，维修费用均达数千元。这些问题集中在至少三款畅销型号上，众人表示"集中爆发，就是质量问 题，或者是设计缺陷"。 电视业务之外，索尼Xperia近日刚刚注销了官方微信公众号，这也意味着索尼手机业务已正式退出中国 市场。 "非个例，集中爆发，就是质量问题！" 近日，多位索尼电视用户向《BUG》栏目反馈，他们购买的索尼电视产品出现批量无声音输出的故 障，质疑存在质量或设计缺陷。 一位用户表示，他于2021年6月通过索尼京东官方旗舰店购买了索尼XR-65X90J型号电视机。今年11 月，在图像显示功能正常的情况下，电视突然出现无声音输出的故障。在官方售后指导下经排查，确认 非设置问题或外部设备原因，且无法通过重启、恢复出厂设置等常规操作解决。售后给出的原因是主板 故障需要 ...

Core Viewpoint - Sony Mobile has quietly exited the Chinese market, marking the end of a decade-long struggle due to its inability to adapt to local consumer preferences and competition [6][11][22]. Group 1: Historical Performance - Sony Mobile's peak in China was during the Sony Ericsson era from 2005 to 2010, where it was popular among young consumers with models like K750i and W800 [12][13]. - The introduction of the Xperia brand initially performed well, with Sony ranking among the top five in shipments in 2011, but faced increasing competition from local brands [15][18]. - By 2016-2018, local brands like Huawei and Xiaomi surged ahead, while Sony's high-priced flagship models failed to resonate with the market [18][22]. Group 2: Strategic Failures - The "One Sony" strategy aimed to integrate various business units to enhance the mobile division, but it did not yield the expected success for Xperia [24][26]. - Despite having access to advanced technologies from its other divisions, Xperia failed to capitalize on these advantages in the competitive smartphone landscape [25][29]. Group 3: Market Position and Future Outlook - Sony's market share in China has dwindled to less than 0.1%, reflecting its inability to compete effectively [22][34]. - Globally, Xperia's market share has remained around 0.2%-0.3%, indicating that mobile phones have become more of a technology showcase rather than a profitable business for Sony [35][39]. - The mobile imaging sensor business is thriving, with Sony holding over 50% of the global market share, suggesting that Xperia may serve primarily as a testing ground for new technologies [35][36].

Group 1 - Sony has officially withdrawn from the smartphone market in mainland China, marking the end of its mobile phone era in the region after over a decade [1][4][6] - The decision to exit the market was confirmed by a Sony employee, although the specific reasons remain unclear [1][4] - Sony's smartphone sales have drastically declined, with global sales dropping from approximately 25 million units in 2015 to just over 3 million units by 2019, representing an 88% decrease [4][6] Group 2 - Sony's mobile division was once a strong player, with the Xperia series achieving a peak global sales figure of around 40 million units in the 2014 fiscal year [4][6] - The company's focus on hardware technology became a liability as it failed to adapt to changing consumer preferences in China, leading to a disconnect with local users [4][6][12] - Despite attempts to improve localization, such as partnerships with Meizu, these efforts did not significantly enhance user experience or market performance [6][12] Group 3 - Sony's strategic shift emphasizes its core businesses in gaming, music, and film, which account for over 60% of the company's consolidated sales revenue [9][11] - The company has seen success in other areas, such as audio and imaging, where it holds significant market shares, contrasting sharply with its mobile division's struggles [11][12] - The exit from the smartphone market reflects a broader trend in the Chinese consumer electronics landscape, where understanding user needs is crucial for sustained success [12]

Group 1 - Sony's official Xperia WeChat account has been voluntarily canceled and is currently in a frozen state, preventing access to historical articles or related functions [1] - The official Xperia Weibo account has not been updated for six months, and the smartphone category has been removed from Sony China's official website [1] - The last smartphone launched by Sony in mainland China was the Xperia 5 V, which debuted in September 2023 with a starting price of 6499 yuan [6] Group 2 - Sony's website announced that due to business adjustments, the original domain www.sony-xperia.com.cn will be discontinued starting August 5, 2025, with users directed to a new domain for historical model specifications [3] - Sony previously held a significant position in the global smartphone market, capturing 9% market share during 2007 to 2008 [6]