以下文章来源于Counterpoint 咨询 ，作者Counterpoint 分析师观点 高级研究分析师Prachir Singh 在评论市场动态时表示："2025年第二季度，印度智能手机市场的复 苏还得到了宏观经济环境改善的进一步推动，提振了消费者信心和支出。零售通胀降至六年来最低 水平，缓解了家庭预算压力，而央行回购利率的下调使得融资更加便利。此外，今年早些时候推出 的税收减免政策也增加了可支配收入和储蓄，为非必需品的购买创造了有利的条件。 他补充道："改善的市场情绪推动了超高端市场（>45,000印度卢比，约合510美元）同比增长达 37%，成为所有价位中增速最快的区间。该细分市场的增长让印度智能手机市场取得了历史最佳第 二季度价值和最高平均售价（ASP）。苹果和三星通过以旧换新、零息分期付款和限时夏季折扣的 措施抓住了这一趋势，进一步降低了旗舰机的入手门槛，满足了更多消费者的设备升级需求。 2025年Q2印度智能手机市场份额（按品牌） 数据来源：Counterpoint Research《印度智能手机月度追踪》 注：百分比因四舍五入可能不等于100% Counterpoint 咨询 . Counter ...

Core Insights - The Indian smartphone market has shown signs of recovery in Q2 2025, with a year-on-year shipment increase of 7%, reaching 39 million units, driven by new product launches from manufacturers [1][5] Market Performance - Vivo leads the market with 8.1 million units shipped, capturing 21% market share, followed by Samsung with 6.2 million units and 16% market share [1][5] - OPPO and Xiaomi both shipped 5 million units, with OPPO slightly ahead due to its A5 series performance [1][5] - Realme ranks fifth with 3.6 million units shipped [1] Competitive Landscape - Vivo's success is attributed to strong channel partnerships and effective marketing strategies, particularly in tier-one and tier-two cities [3] - OPPO's A5 series has driven its growth in offline markets, while Samsung has leveraged financing options to expand its market share in the mid-range segment [3] - Xiaomi's performance has declined year-on-year, but it has managed to boost shipments through targeted product upgrades [3] Future Outlook - The second half of 2025 is expected to rely more on channel execution rather than new product launches, with brands implementing incentive programs for distributors and retailers [5] - Despite short-term boosts from promotional activities, Canalys anticipates a slight decline in overall shipments for the year due to structural demand challenges [5]