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Counterpoint:二季度全球智能手机市场营收同比增长10% 首次突破1000亿美元
智通财经网· 2025-08-07 03:00
高级分析师Shilpi Jain在评论2025年第二季度的市场动态时表示:"尽管多地仍承受宏观经济逆风,全球智能手机市场在2025年第二季度依旧实现了销量和 营收的双重增长。随着美国关税政策逐步放松,高端设备需求在发达市场表现尤为强劲。融资渠道的拓宽、以旧换新计划的升级,以及更大力度的促销活 动,共同降低了消费者进入高端市场的门槛,使高端化进程的速度超出此前预期。" 智通财经APP获悉,根据Counterpoint Research最新发布的市场监测服务显示,2025年第二季度全球智能手机市场营收同比增长10%,首次突破1000亿美元 大关,创下第二季度历史最高纪录。相比之下,全球智能手机出货量同比增长仅3%。与此同时,2025年第二季度全球平均售价(ASP)也创下第二季度新 高,同比上涨7%,接近350美元。 三星在2025年第二季度继续保持全球智能手机出货量的领先地位,同时营收同比增长4%。该品牌增长主要得益于各地区对其更新的中端A系列设备的强 劲需求,同时Galaxy S25系列及新增的S25 Edge机型推动了其在高端市场的销量。 OPPO的ASP在2025年第二季度同比增长14%,为前五大品牌中增幅 ...
2025年Q2全球智能手机营收首次突破1000亿美元,创历史同期新高
Counterpoint Research· 2025-08-07 01:03
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。 三星 在 2025 年第二季度继续保持全球智能手机出货量的领先地位,同时营收同比增长 4% 。该品 牌增长 主要得益于各地区对其更新的中端 A 系列设备的强劲需求 ,同时 Galaxy S25 系列及新增的 S25 Edge 机型推动了其在高端市场的销量。 分析师观点 高级分析师Shilpi Jain 在评论2025年第二季度的市场动态时表示: "尽管多地仍承受宏观经济逆 风,全球智能手机市场在 2025 年第二季度依旧实现了销量和营收的双重增长。随着美国关税政策 逐步放松,高端设备需求在发达市场表现尤为强劲。融资渠道的拓宽、以旧换新计划的升级,以及 更大力度的促销活动,共同降低了消费者进入高端市场的门槛,使高端化进程的速度超出此前预 期。" 全球智能手机市场营收同比增长10%,创下第二季度历史纪录 数据来源: ...
Counterpoint 报告 2025Q2 全球手机市场:苹果鲸吞 43% 出货额
Sou Hu Cai Jing· 2025-08-01 06:52
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]
「三级头」又加了「八倍镜」:今年旗舰机大逃杀,iPhone 还能吃鸡吗?
3 6 Ke· 2025-07-28 23:51
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]
Redmi K80至尊版疯狂堆料,中端性能旗舰大战拼刺刀了?
3 6 Ke· 2025-05-25 04:44
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].
独家丨OPPO中国区总裁刘波卸任,段要辉直接负责中国区全部业务
雷峰网· 2025-04-25 10:40
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 ...