北京商报讯（记者 陶凤 实习记者 王天逸）8 月 13 日，分析机构Canalys最新研究显示，受关税不确定 性持续影响，2025年第二季度东南亚智能手机市场同比下降1%，出货量为2,500万台。小米凭借强劲的 Redmi 系列销量及渠道覆盖面的扩张，时隔四年首次（自2021年第二季度以来）重夺榜首，出货量达 470万台，市场份额 19%，同比增长 8%。传音以 450 万台出货量位居第二，市场份额 18%，在入门机 型组合新品发布的带动下，同比大增 17%。三星以430万台出货量排名第三，市场份额17%，同比下降 3%，但在越南和新加坡等市场，其5G机型的需求增长，主要受益于 Galaxy A06 5G和A16 5G机型价值 主张的改善。受入门级市场竞争加剧影响，OPPO（不含一加）排名第四，出货量350万台，市场份额 14%，同比下降19%。vivo以280万台出货量位列第五，市场份额11%，同比下降21%，该厂商正进行战 略调整以提升盈利能力。 ...

受入门级市场竞争加剧影响，OPPO(不含一加)排名第四，出货量350万台，市场份额14%，同比下降 19%。vivo以280万台出货量位列第五。 本文源自：金融界 传音以450万台出货量位居第二，市场份额18%，在入门机型组合新品发布的带动下，同比大增17%。 三星以430万台出货量排名第三，市场份额17%，同比下降3%，但在越南和新加坡等市场，其5G机型的 需求增长，主要受益于GalaxyA065G和A165G机型价值主张的改善。 Canalys研报指出，受关税不确定性持续影响，2025年第二季度东南亚智能手机市场同比下降1%，出货 量为2500万台。 小米凭借Redmi系列销量及渠道覆盖面的扩张，时隔四年首次重夺榜首，出货量达470万台，市场份额 19%，同比增长8%。 ...

Core Viewpoint - The Southeast Asian smartphone market is experiencing a slight decline in shipments due to ongoing tariff uncertainties, with a projected 1% decrease in Q2 2025, resulting in 25 million units shipped [1][3]. Market Performance - Xiaomi regained the top position in the Southeast Asian smartphone market for the first time in four years, with shipments of 4.7 million units and a market share of 19%, reflecting an 8% year-on-year growth [1][8]. - Transsion ranked second with 4.5 million units shipped and an 18% market share, showing a significant 17% increase year-on-year [1][8]. - Samsung followed closely in third place with 4.3 million units and a 17% market share, but experienced a 3% decline year-on-year [1][8]. - OPPO ranked fourth with 3.5 million units shipped and a 14% market share, facing a 19% year-on-year decline [1][8]. - Vivo, in fifth place, shipped 2.8 million units with an 11% market share, down 21% year-on-year [1][8]. Competitive Strategies - Xiaomi's success is attributed to its direct-to-consumer (DTC) and carrier channel expansion, which laid a solid foundation for scaling its sub-brands [3]. - Samsung has strengthened its channel diversification and high-end positioning through its enterprise market strategy, enhancing its average selling price (ASP) and creating new revenue streams beyond traditional retail [3]. - In the competitive landscape, differentiation beyond pricing remains a challenge for all manufacturers, with Xiaomi and Transsion leading in the low-price segment due to competitive pricing and active channel incentives [3]. Emerging Opportunities - TikTok's rapid expansion in the consumer electronics sector is opening new growth channels for smartphone manufacturers in Southeast Asia, with brands like Infinix and Xiaomi leveraging the platform for sales of low-cost models [6]. - The collaboration with local sellers and brands on TikTok, along with significant investments in partnerships and authorized brand stores, mirrors the early development stages of platforms like Shopee and Lazada [6].