Group 1 - Global smartphone shipments are projected to see a slight year-on-year increase of 2% in Q2 2025, marking the second consecutive quarter of growth, primarily driven by contributions from North America, Japan, and Europe [1] - The first quarter's shipment disruptions due to tariff concerns have started to ease in the second quarter, although markets like China and North America still face some impacts, leading to inventory buildup in North America [1] - Entry-level and budget 5G devices are gaining traction in emerging markets, while high-end demand remains stable in mature markets [1] Group 2 - Samsung retains the top position in the global smartphone market with an 8% year-on-year increase in shipments in Q2 2025, supported by strong performance from the A series and foldable AI-driven products [1] - Apple ranks second with a 4% year-on-year increase in shipments, driven by preemptive demand in North America due to anticipated tariff impacts and strong performance in India and Japan [1] - The iPhone 16 and iPhone 15 series continue to see stable demand, and the upcoming iPhone 17 series is expected to maintain momentum in the second half of the year [1] Group 3 - Vivo and OPPO rank fourth and fifth respectively, showing stable performance in the mid-range market and signs of recovery in overseas markets such as Latin America and the Middle East and Africa (MEA) [2] - OPPO solidifies its leading position in the entry-level market with strong performance from the A5 Pro, while Vivo benefits from events like China's "618" shopping festival and strong performance of its Y and T series in the Indian mid-range market [2] - Motorola experiences a 16% year-on-year increase in shipments, becoming one of the fastest-growing major brands, driven by high demand in India and expansion in the North American prepaid market [2]

以下文章来源于Counterpoint 咨询 ，作者Counterpoint 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。 研究总监Tarun Pathak 评论市场动态时表示："第一季度因对关税的担忧导致的出货中断情况在第 二季度开始缓解。不过中国和北美等市场仍受到一定影响，导致北美市场出现库存积压现象。入门 级和经济型5G设备在新兴市场的关注度持续上升，而高端需求在成熟市场保持稳定。" 全球智能手机前五大品牌出货量份额（初步数据） 2025年第二季度全球智能手机出货量实现连续第二个季度增长，同比增长2%，主要得益于北 美、日本和欧洲市场的增长。 三星保住了全球第一的位置，并在前五大厂商中增长最快。这一表现得益于其在各区域市场的 韧性和战略性产品发布（如中端A系列机型的升级发布）实现8%的同比增长。 苹果在2025年第二季度延续了增长势头，在北美、印度和日本的强劲表现的推动下，同比增长 4%。 摩托罗拉在2025年第二季度同比增长 ...