Group 1: Market Overview - The global smartphone market revenue is projected to grow by 10% year-on-year in Q2 2025, surpassing $100 billion for the first time, setting a historical record for Q2 [1][3] - The global smartphone shipment volume is expected to increase by only 3% year-on-year, indicating a disparity between revenue growth and unit sales [1] - The average selling price (ASP) of smartphones is anticipated to reach nearly $350, reflecting a 7% year-on-year increase [1] Group 2: Company Performance - Apple has solidified its revenue leadership due to the strong performance of the iPhone 16 series and the broader trend of premiumization in the global smartphone market [4] - Samsung maintains its lead in global smartphone shipments with a 4% year-on-year revenue growth, driven by strong demand for its updated mid-range A series and the Galaxy S25 series [4] - OPPO's ASP increased by 14% year-on-year, the highest among the top five brands, with a 10% revenue growth attributed to high-end models like the Reno 13 series and Find X8 [4] Group 3: Regional Insights - Japan has become one of Apple's fastest-growing regions, driven by the sales of the iPhone 16e, while emerging markets in the Middle East, Africa, and India continue to show strong growth [4] - Vivo experienced a slight revenue growth of 4% year-on-year and a 5% increase in shipment volume, expanding its presence in India, the Middle East, Africa, and Latin America [5] Group 4: Future Trends - The trend of premiumization in the global smartphone market is expected to continue, with revenue growth outpacing shipment growth in 2025 [5] - The rising interest in generative AI (GenAI) smartphones and foldable devices is anticipated to create significant growth opportunities for the global smartphone market [5]

Core Insights - The global smartphone market revenue grew by 10% year-on-year in Q2 2025, surpassing $100 billion for the first time in this quarter, marking a historical record [3][4][6] - Apple led the market with a revenue increase of 13%, capturing 43% of the global smartphone market revenue [3][4][9] - The average selling price (ASP) of smartphones reached a historical high of nearly $350, with a year-on-year increase of 7% [4][10] Market Dynamics - Despite macroeconomic headwinds, the global smartphone market experienced both sales and revenue growth in Q2 2025, driven by relaxed U.S. tariff policies and strong demand for high-end devices in developed markets [6][9] - The ASP for OPPO increased by 14%, the highest among the top five brands, while its revenue also grew by 10% [9] - Samsung maintained its lead in global smartphone shipments, with a revenue growth of 4%, supported by strong demand for its mid-range A series and the Galaxy S25 series [9] Future Outlook - The trend towards premiumization in the global smartphone market is expected to continue, with revenue growth anticipated to outpace shipment growth in 2025 [10] - Emerging trends such as generative AI smartphones and foldable devices are projected to create significant growth opportunities for the global smartphone market [10]

Group 1 - Global smartphone shipments are expected to increase by 3% in Q2 2025, with revenue growing by 10%, surpassing $100 billion for the first time in this quarter [1] - The global average selling price (ASP) reached a peak of $347 in Q2, reflecting a 7% year-over-year increase [1] - Apple's iPhone has the highest average selling price at $879, while OPPO's ASP grew the fastest at $274 [1] Group 2 - Apple led the five major brands with a 13% growth in revenue, capturing 43% of global income, driven by the strong performance of the iPhone 16 series and preemptive purchases to avoid tariff risks [2] - Samsung maintained its leading position in global smartphone shipments with a 4% revenue increase, supported by strong demand for its mid-range A series and the Galaxy S25 series in the high-end market [3] - OPPO's ASP increased by 14% year-over-year, achieving a 10% revenue growth despite a decline in shipments, thanks to its focus on the high-end market with the Reno 13 series and Find X8 [3] - Vivo's revenue grew by 4% and shipments increased by 5% in Q2 2025, as the brand expanded in markets such as India, the Middle East, Africa, and Latin America, while gradually increasing its market share in Europe [4]

Core Insights - Apple is focusing on enhancing the long-focus capabilities of its iPhone series, particularly with the upcoming iPhone 17 Pro potentially featuring an 8x continuous optical zoom lens [1][3] - The iPhone 17 Pro may also introduce a first-party professional camera app in iOS 26, along with a new physical button for camera control [1][4] - The imaging system remains a key differentiator between Apple's flagship and non-flagship models, with significant upgrades expected in the camera specifications [3] Group 1: Camera Features - The iPhone 17 Pro is expected to have all three cameras upgraded to 48MP sensors, emphasizing Apple's commitment to superior imaging capabilities [3] - The introduction of a long-focus lens in the Pixel 10 series highlights a competitive shift in the market, as Apple will be the only major brand not offering a long-focus lens in its standard model priced at $799 [8][10] - The absence of a long-focus lens in the standard iPhone 17 raises questions about its classification as a high-end smartphone, especially in comparison to competitors that include long-focus options in their standard models [10][12] Group 2: Market Dynamics - The smartphone market has been characterized by a "two superpowers and one strong" structure, with Apple, Samsung, and Google dominating the mid-to-high-end segments [6][8] - The competitive landscape is shifting as domestic brands in China have already integrated long-focus lenses into their standard models, putting pressure on Apple to adapt [12][15] - The long-focus lens is becoming a critical feature for differentiation in a market where product homogeneity is prevalent, making it essential for flagship models [17]

Core Viewpoint - The Redmi K80 Supreme Edition is expected to be released earlier than usual, potentially in June, to avoid competition with new flagship processors from MediaTek and Qualcomm that are set to launch in September [1][2]. Group 1: Product Specifications - The K80 Supreme Edition will feature the Dimensity 9400+ chip, which is currently the strongest in the Dimensity series [2]. - It is confirmed to have a 6.83-inch 1.5K LTPS display with a peak brightness exceeding 4000 nits and support for high-frequency dimming [4]. - The device will include a large battery with a rated capacity of 7210 mAh, which is 1400 mAh more than its predecessor, the K70 Supreme Edition [4]. Group 2: Design and Features - The K80 Supreme Edition will adopt a new design with a metal frame and rounded corners, enhancing user experience [4]. - It will upgrade the fingerprint sensor to a 3D ultrasonic module and include dual symmetrical speakers, a custom motor, and an independent gaming chip for enhanced performance [6]. Group 3: Market Competition - The K80 Supreme Edition faces competition from the OnePlus Ace5 Supreme Edition, which has similar specifications and is also set to launch soon [8][12]. - The performance flagship market is becoming increasingly competitive, with multiple brands releasing high-spec devices, making it crucial for the K80 Supreme Edition to maintain a competitive price point [17][21].

雷峰网消息，OPPO原中国区总裁刘波将卸任并学习深造，高级副总裁段要辉将直接负责全部中国区业 务。 OPPO内部消息表示，原中国区总裁刘波因脱产参加高管学习计划卸任该职位。高级副总裁段要辉直接负 责中国市场，对中国区整体业务负责。另外，此次调整还涉及线下销售板块，由原Reno与A系列GTM部长 汤杰负责中国区线下销售工作 ，向段要辉汇报。 2024年1月，段要辉升任公司高级副总裁后分管中国区，刘波向其汇报。二位共同操盘 Find X8和Find N5等产品。IDC最新数据显示，OPPO在2025 第一季度出货量同比增幅达3.3%，上升到国内市场第三 位。 值得一提的是，原中国区总裁刘波所参加的OPPO高管学习计划，是OPPO已运行多年的领导力培养计 划。 据公开资料显示，原OPPO研究院院长刘畅曾参与高管学习计划，并于2024年返回公司后担任硬件工程总 裁。 本文作者长期关注智能硬件及终端，对终端渠道、业内动态感兴趣的行业人士，欢迎添加作者微信（ ByArsT ）交流。 " OPPO市场局面稳定后，刘波进修深造。 " 作者丨马广宇 编辑丨相辉 // 近期热门文章 独家丨vivo巴西子品牌JOVI首款产品将于二 ...