他补充道："主要厂商相继在三季度更新其中低端产品线，在今年部分元器件面临涨价的背景下，厂商对于中低端机型的升级显得更为有针对性且务实。 荣耀X70、红米Note 15 Pro、vivo Y500、OPPO A6等新品的迭代方向趋同，均配备7000mAh以上超大电池，并强化防水、防尘及抗摔性能。这不仅体现了 厂商对电池技术进步的利用，也精准回应了中大众消费者对耐用性和可靠性的核心需求。" 智通财经APP获悉，Omdia的最新研究显示，2025年第三季度，中国大陆智能手机市场同比下降3%，市场仍处于调整阶段，同时竞争格局愈发胶着，头部 厂商排名差距持续收窄。vivo以1180万台的出货量重回第一，占据18%市场份额。华为紧随其后排名第二，出货量1050万台，市场份额为16%。苹果 (AAPL.US)延续上一季度的涨势，出货量1010万台，排名相较去年同期上升两位，跻身市场前三。小米(01810)出货1000万台，OPPO出货990万台，分别 位列第四第五。 Omdia分析师钟晓磊(Lucas Zhong)表示："尽管市场已连续两个季度回调，但跌幅的收窄意味着年初国家补贴计划带来的阶段性出货波动正在消退，市场 节奏 ...

Core Insights - The Chinese smartphone market is experiencing a 3% year-on-year decline in Q3 2025, indicating an ongoing adjustment phase with increasing competition among leading manufacturers [2][4] - Vivo regained the top position with 11.8 million units shipped, capturing 18% market share, followed closely by Huawei with 10.5 million units (16% market share) and Apple with 10.1 million units (15% market share) [2][6] - The overall smartphone shipments in China for Q3 2025 totaled 67.2 million units, reflecting a 3% decrease from 69.1 million units in Q3 2024 [6] Market Dynamics - The market's contraction over two consecutive quarters is showing signs of easing, suggesting that the fluctuations caused by the national subsidy program are subsiding, allowing for a return to normal market rhythms [4] - Manufacturers are strategically managing their inventory levels, preparing for the upcoming launch of flagship products and the Double 11 shopping festival [4] Product Strategy - Major manufacturers are updating their mid-range product lines, focusing on practical upgrades in response to rising component costs, with new models featuring large batteries (over 7000mAh) and enhanced durability [4] - The emphasis on battery technology and durability reflects manufacturers' responses to consumer demands for reliability and longevity in devices [4] Future Outlook - Despite the current market decline, Omdia forecasts a moderate growth in smartphone shipments for the entire year of 2025, supported by local subsidies [6] - Domestic brands are differentiating their products through design, battery life, and camera capabilities, while also enhancing AI functionalities to attract local consumers, who are notably inclined towards AI technologies [6]