根据 Counterpoint Research 发布的 《二手智能手机市场报告》 ，2024 年全球翻新智能手机的销量同 比增长了 5%。相比之下，新智能手机市场在经历了艰难的 2023 年后有所反弹，同比增长了 3%。 然而，在各地区连续两到三年实现增长之后，2024 年翻新智能手机市场已趋于成熟，甚至在某些地 区出现了停滞的情况。 2024 年 vs 2023 年全球翻新 智能手机品牌厂商销量占比 分析师观点 Counterpoint Research 高级研究分析师 Glen Cardoza 表示："苹果这次的增长主要由 iPhone 11 和 iPhone 12 系列贡献。尽管 iPhone 13 和 iPhone 14 系列已经上市一段时间，许多消费者仍选择更长 时间地持有这些设备，导致供应紧张。新款 iPhone 的供应短缺严重影响了全球二手手机市场的 ASP，使其在 2024 年同比下降 11%，从 2023 年的 $445 降至 $394。相比之下，虽然三星在全球市 场的整体份额下降，但由于 Galaxy S 旗舰系列需求增加，其 ASP 反而有所上升。"原样销售"智能 手机（即仅经过清洁和 ...

Core Viewpoint - The global refurbished smartphone market is expected to grow by 5% in 2024, while the new smartphone market is rebounding with a 3% growth after a challenging 2023 [1] Group 1: Market Performance - In 2024, Apple's market share in the refurbished smartphone market increased from 51% in 2023 to 56%, significantly driving the growth of the second-hand market [1][2] - The average selling price (ASP) of global refurbished smartphones decreased from $445 in 2023 to $394 in 2024, reflecting an 11% year-on-year decline [2] - The share of 5G smartphones in the global refurbished smartphone market rose from 28% in 2023 to 42% in 2024 [1][2] Group 2: Consumer Behavior and Trends - The growth in the refurbished market is primarily attributed to the iPhone 11 and iPhone 12 series, as many consumers are holding onto their devices longer, leading to supply constraints [2] - The demand for "as-is" smartphones, which require no technical repairs, increased by 13% in 2024, indicating a shift in consumer preferences towards more durable devices [2] - The second-hand market is expected to stabilize in 2024 due to supply limitations, but a recovery is anticipated in 2025 as devices purchased during the pandemic peak enter the replacement cycle [3]