Core Insights - The European smartphone market (excluding Russia) is experiencing a decline, with Q2 2025 shipments down 9% year-on-year to 28.7 million units, making it the worst-performing region globally [1][8] - Samsung remains the market leader with a 36% share, but its shipments fell 10% to 10.3 million units, impacted by EU regulations [1][8] - Apple ranks second with 6.9 million units shipped, a 4% decline, while Xiaomi saw a strong rebound in Italy, shipping 5.4 million units [1][8] Market Dynamics - The market is characterized by weak consumer demand and conservative inventory strategies among channels, influenced by new EU eco-design regulations [3][5] - The top five manufacturers now hold a record 87% market share, highlighting the importance of brand differentiation and scale for sustainable business models [5] - Direct sales channels are gaining traction as consumers seek better interaction with brands, while open market channels are driven by price considerations [5] Future Outlook - The smartphone market in Europe is expected to return to growth by 2026, driven by replacement demand for low-end devices and increasing consumer interest in AI applications [7] - Long-term growth projections remain modest, with an expected CAGR of 1.7% until 2029, emphasizing the need for manufacturers to understand evolving consumer purchasing motivations [7]

| Canalys | （现并⼊ | | Omdia | | ）最新数据显⽰， | | | --- | --- | --- | --- | --- | --- | --- | | 2025 | 年第⼆季度，欧洲（不含俄罗斯）智能⼿机出货量下降 | | | | 9% | ，⾄ | | 2870 | 万部。消费者⽀出谨慎及经济前景受限，继续压抑需求，使欧洲成为本季度全球表现最差的智能⼿机区 | | | | | | | 域市场。 | | | | | | | | ⼚商⽅⾯， | 三星 依旧稳居榜⾸，但出货量同⽐下滑 | | | | 10% | ⾄ | | 1030 | 万部。受欧盟⽣态设计法规影响， | | | | Galaxy A06 | 未能在受 | | 法规 | 管制市场上市，拖累了整体表现。 | | 苹果 | 以 | 690 | 万部排 | | 名第⼆，同⽐下降 | 4% | | ，得益于 | | iPhone 16 | 系列的稳 | | 定表现，部分抵消了产品组合缩减带来的压⼒。⼩⽶位居第三，出货量 | | | | | 540 | 万部，同⽐下 | | 降 4% | ，在意⼤利市场强劲反弹同⽐增⻓超 | | ...

Core Insights - Apple iPhone 16 became the best-selling smartphone globally in Q1 2025, marking a return to the top spot for the base model after two years [6][7] - Apple maintained a strong presence in the Top 10 list, occupying five positions for the fifth consecutive March quarter, while Samsung saw a decrease in models listed compared to the previous year [2][6] - The low-end smartphone segment (priced under $100) showed significant growth, accounting for nearly 20% of global smartphone sales in Q1 2025 [6][8] Group 1 - iPhone 16 performed exceptionally well in Japan and the Middle East and Africa, with Japan showing the highest growth rate for the base model due to improved economic conditions and subsidy policy adjustments [5][6] - iPhone 16 Pro Max and iPhone 16 Pro ranked second and third respectively, although the Pro series faced challenges in the Chinese market due to government subsidies favoring models priced below 6,000 yuan (approximately $833) and intense competition from Huawei [5][6] - iPhone 16e debuted strongly, ranking sixth in the global Top 10 list in its first month of sales, with expectations to surpass the previous SE model's first-year sales due to significant technological upgrades [7][8] Group 2 - Samsung Galaxy S25 Ultra ranked seventh in Q1 2025, down from fifth place in Q1 2024, attributed to a shorter sales window [6][7] - Galaxy A16 5G rose to fifth place, achieving a 17% year-over-year growth, primarily due to expanded distribution in North America, which became its largest market [7][8] - Galaxy A06 saw significant growth, moving up four positions compared to its predecessor, reflecting a general increase in demand for low-end smartphones, particularly in emerging markets [8]