Core Insights - The global smartphone market is projected to ship 297 million units in Q2 2025, reflecting a year-on-year growth of 1.4% [1] - In China, the top five smartphone manufacturers are Huawei, vivo, OPPO, Xiaomi, and Apple, with Huawei reclaiming the top position after four years [1][3] - The U.S. market's top five manufacturers are Apple, Samsung, Lenovo, Google, and TCL, with Apple maintaining a significant lead in market share [1][4] China Market Summary - The total smartphone shipments in China for Q2 2025 reached 68.9 million units, marking a decline of 4.1% year-on-year, ending six consecutive quarters of growth [2] - Huawei led the Chinese market with a shipment of 12.5 million units, holding an 18.1% market share, despite a year-on-year decline of 3.4% [2][3] - Xiaomi was the only manufacturer among the top five to achieve positive growth, with a year-on-year increase of 3.4% [2][3] - Consumer confidence remains low, impacting overall market demand despite promotional events like "618" [2] U.S. Market Summary - The U.S. smartphone market experienced a growth of 3.7%, with total shipments reaching 25.7 million units in Q2 2025 [4][5] - Apple led the U.S. market with a shipment of 12.2 million units, capturing a market share of 47.6% and achieving a year-on-year growth of 14.8% [5] - Samsung followed with a shipment of 6.9 million units, reflecting a growth of 14.3% due to inventory increases and the introduction of AI features in mid-range devices [5] - Lenovo (Motorola) continued to expand its presence in the U.S. market with a year-on-year growth of 2.4% [5]

Global Smartphone Market Overview - The global smartphone market is projected to ship 297 million units in Q2 2025, reflecting a year-on-year growth of 1.4% [1] - The Chinese market's top five manufacturers are Huawei, vivo, OPPO, Xiaomi, and Apple, with Huawei reclaiming the top position after four years [2] - The U.S. market's top five manufacturers are Apple, Samsung, Lenovo, Google, and TCL, with Apple maintaining a significant lead [3] Chinese Market Insights - In Q2 2025, China's smartphone shipments declined by 4.1% to 68.9 million units, ending a six-quarter streak of year-on-year growth [1] - The decline is attributed to limited impact from government subsidy programs and low consumer confidence, despite strong sales during the "618" shopping festival [1] - Huawei's market share is 18.1% with a shipment of 12.5 million units, while Xiaomi is the only manufacturer among the top five to achieve positive growth at 3.4% [2] U.S. Market Insights - The U.S. smartphone market grew by 3.7% in Q2 2025, with total shipments reaching 25.7 million units [3] - Apple leads the U.S. market with a 47.6% share, experiencing a 14.8% increase in shipments, the highest among the top five manufacturers [3] - Samsung also saw significant growth at 14.3%, driven by inventory increases and a focus on AI integration in mid-range devices [3]