回顾手机摄像头的发展史，其升级路径相对单一，主要聚焦于像素数值的线性增长。2006年，三星 B600突破千万像素大关；2013年，诺基亚Lumia 1020将手机摄像头像素推至4100万的高度。 然而，单纯堆砌像素的弊端很快显现，在手机有限的内部空间里，小尺寸传感器上过高的像素密度必然 导致单个像素感光面积缩水，尤其在暗光环境下，成像质量急剧恶化，噪点丛生成为普遍痛点。 2000年夏普推出全球首款内置摄像头的手机J-SH04时，10万像素的成像能力仅能支持彩信传输。二十五 年后，vivo X200 Pro搭载的2亿像素潜望式长焦镜头已能捕捉远超肉眼辨识极限的细节。 这场从"扫码工具"到"移动影像中心"的进化，是像素数字2000倍的飙升，是摄像头从双摄发展到三摄、 甚至五摄。未来，手机摄像头将会"卷"向何方？ 2024-2025年，主流机型已普遍回归到三摄甚至双摄配置，智能手机的镜头减法已成为行业共识。其背 后，一方面是消费逐渐回归理性，而另一方面，则是影像技术的迭代。 目前，AI算法及深度学习模型已开始主导图像生成流程。例如谷歌Pixel的单摄系统通过算法模拟多摄 焦段；OPPO的AI人像引擎能依据用户偏好生 ...

Global Smartphone Market Overview - The global smartphone market is expected to see a year-on-year growth of 0.2% in Q1 2025, indicating a recovery phase [1] - The total global smartphone shipments are projected to reach 1.22 billion units in 2025, reflecting a slight increase of 0.1% compared to the previous year [1] - The market is anticipated to grow at a modest compound annual growth rate (CAGR) of 1% from 2025 to 2029, facing challenges from low-end replacement demand and geopolitical uncertainties [1] High-End Smartphone Market Insights - The high-end smartphone segment (priced above $600) experienced a year-on-year shipment increase of 12% in Q1 2025, driven by manufacturers' commitment to premium offerings and advancements in AI technology [4] - Apple leads the high-end market with a 59% share, showing a 10% growth year-on-year [5] - Huawei's high-end segment grew by 69%, capturing a 9% market share, while Google and Xiaomi also reported significant growths of 21% and 81% respectively [4][5] Regional Market Performance - In the Asia-Pacific region (excluding Greater China), Apple holds a 61% market share in the high-end segment, with a 12% year-on-year growth [7] - In North America and Latin America, Apple dominates with a 71% market share, reflecting an 18% increase [7] - In Europe, the Middle East, and Africa, Apple maintains a 55% share with a 15% growth, while Samsung follows with a 37% share and a 13% increase [9] AI Smartphone Projections - The penetration rate of AI smartphones is expected to reach 34% by 2025, supported by advancements in chip capabilities and model efficiency [9] - Apple leads the global AI smartphone market with a shipment of 43.6 million units, accounting for 58% of the market [12] - In mainland China, Apple also leads with a 40% market share in AI smartphones, followed by Xiaomi with 26% [16] Foldable Smartphone Forecast - The foldable smartphone market is projected to achieve only a 0.1% year-on-year growth in 2025, with major manufacturers attempting to stimulate demand through price reductions and SKU expansions [24] - 2026 is anticipated to be a pivotal year for the foldable market, potentially revitalized by Apple's rumored foldable product [24] 5G Smartphone Outlook - The penetration of 5G smartphones is expected to continue growing, with projections indicating that by 2029, 88% of smartphone shipments will be 5G-enabled [26]

AI是这两年来最炙手可热的词，整个手机圈都在这块卷了起来。目前，三星Galaxy S25系列和谷歌Pixel 9系列都拥有比较完整的AI工具集，一众中国品牌 手机更是在不断更新AI功能，作为第一科技公司的苹果也一直在跟进。 苹果AI最开始推出于2024年WWDC，并承诺将于2025年全面推出。但一年都快过去了，国行版AI不断推迟，直到现在都没有发布。有消息指出，国行苹 果AI至少还要等到7月的iOS 18.6。所以，库克的这张大饼还要画到什么时候？ Apple智能，没有预备好 去年6月，WWDC24如期而至。此次WWDC，最重磅的当属Apple智能（Apple Intelligence）。和当时的其他AI工具不同，Apple智能可以利用生成式模型 和用户个人情境，提供更实用和相关的智能功能。其中最核心的是，Apple智能能够理解和创建语言和图像，执行跨应用操作。 此时，苹果还计划将Apple智能和9月份的iPhone 16系列一同面世。iPhone 16的其中一个宣传语就是"为Apple智能预备好"。 但是我预备好了，Apple智能却没有预备好。直到10月28日，iPhone 16系列发售一个月以后，苹果才匆 ...