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。 10 月前两周，西欧智能手机销量同比下降 1%，反映出区域经济依旧低迷、消费者仍显信心不足 的情况。 根据 Counterpoint Research 的智能手机周度销量追踪 数据，西欧地区 10 月前两周（第 40、41 周）智能手机销量同比下降 1%。 副总监 Jan Stryjak 表示："苹果通常在 9 月下旬发布新款 iPhone，因此 10 月往往是西欧智能手机市场的季节性增长期。但从今年 10 月初的周度数据来看， 西欧地区的本月整体增速可能不及预期。整个地区的经济形势依然低迷，消费者信心仍未明显恢 复。" 数据来源：Counterpoint Research 欧洲周度追踪，2025年10月 注：周度数据采用周日至周六的报告周期。因此，"10月前两周"即2025年9月28日至10月11日，以及20 ...

智通财经APP获悉，硬件依然是中东非消费科技生态的基石。智能手机和个人电脑是用户进行连接、流媒体观看、游戏娱乐和交易活动的核心载体。 Omdia的数据显示，硬件收入预计将从2020年的329亿美元增长至2027年的约419亿美元，但服务和订阅业务的增长速度更快。媒体和娱乐支出——涵盖 OTT(在线视频)、音乐和游戏等领域——预计将在同期几乎翻倍，从180亿美元增至360亿美元。 从全球范围来看，在部分市场，服务收入已经超过设备销售。例如，在西欧，媒体与娱乐支出已高于消费设备销售。中东非地区虽尚未达到这一水平，但 增长趋势十分明显。以海湾合作委员会(GCC)市场为例，当地电信运营商的平均每用户收入(ARPU)超过20美元(相比之下，非洲大部分地区低于5美元)， 这为服务捆绑模式创造了空间，同时也提高了用户期望。 然而，截至2025年第二季度，中东非仅占全球电信运营商与OTT合作伙伴关系的14%，尽管该地区以移动用户为主。但值得注意的是，其中63%的合作已 由移动端主导，显示出消费者已经习惯通过电信运营商进行订阅付费。 生态系统合作正引领着从产品到体验的转变：在沙特阿拉伯和阿联酋等富裕市场，厂商正逐渐耗尽自然增长 ...

Core Insights - Counterpoint Research is a global market research firm focused on the technology ecosystem, providing comprehensive market data and strategic consulting services across various sectors, including smartphones, AI, and IoT [26]. Market Overview - The global smartphone market data is derived from Counterpoint's report, which forecasts smartphone shipments and average selling prices (ASP) by OEM and region until 2028 [4][8]. - The report includes detailed analysis of smartphone model sales, component trends, and driving factors across different price segments, covering 99% of the global smartphone market [8]. Top-Selling Smartphones - In Q1 2025, Apple iPhone 16 was the best-selling smartphone for the second consecutive quarter, with the iPhone 16 Pro series following closely [9]. - The iPhone 16e entered the top ten in Q2 2025, driven by strong sales in Japan and the US [9]. - Samsung secured four positions in the top ten, with the Galaxy A16 5G performing particularly well, and the Galaxy S25 Ultra benefiting from extensive marketing around generative AI features [9]. - Xiaomi's Redmi 14C 4G was the only model from the brand in the top ten, showing solid performance in emerging markets like Latin America and the Middle East and Africa [9].

Group 1 - Samsung launched a social media campaign targeting Apple's iPhone 17 series, using the hashtag iCant to highlight perceived shortcomings in hardware specifications and innovation [1][2] - The main focus of Samsung's criticism was on the camera specifications, comparing the iPhone 17 Pro's three 48MP lenses to the Galaxy S25 Ultra's single 200MP camera, suggesting that Apple's configuration is inferior [1] - Samsung also criticized Apple for delayed feature releases, claiming that functionalities like the "Sleep Score" and real-time translation in AirPods Pro 3 were already available in Samsung products five years ago [2] Group 2 - Samsung emphasized its lead in foldable screen technology, referencing a previous post to mock Apple's lack of a foldable iPhone, while the Galaxy Z series has been established in this market for years [2][3] - The social media campaign generated significant engagement, with the iCant hashtag trending and Samsung's posts receiving thousands of likes and shares, reflecting a divided public opinion [2] - Analysts suggest that Samsung's strategy aims to solidify its advantages in AI and foldable technology, especially as Apple may not release a foldable iPhone until 2026 [3]

Core Viewpoint - Apple has launched the iPhone 17 series, marking a significant upgrade compared to previous models, aiming to regain market competitiveness against Android devices [1][13]. Group 1: Product Features and Market Response - The iPhone 17 series includes major upgrades such as ProMotion refresh rates across all models, with the iPhone Air being notably thin at 5.6mm [3][14]. - The iPhone 17 standard version has seen a surge in pre-orders, totaling 2.78 million units, with 41.9% for the standard version, indicating a shift to a more balanced market structure [8][24]. - The iPhone 17 standard version has been equipped with flagship-level features, including LTPO screens and enhanced durability, which reflects Apple's strategy to compete more effectively in the mid-range market [16][25]. Group 2: Competitive Landscape - The launch of the iPhone 17 series is seen as a response to the increasing pressure from Android manufacturers, which have been offering high-spec devices at lower prices [8][26]. - Apple's market share has been declining, with its shipments in China dropping significantly, leading to concerns about its competitive position [12][13]. - The iPhone 17 series aims to establish a new benchmark in the entry-level flagship smartphone segment, challenging the narrative of "alternative" Android devices [26][30]. Group 3: Financial Implications and Strategy - Despite rising costs due to tariffs, Apple has opted to maintain competitive pricing for the iPhone 17 standard version, which is priced lower than its predecessor [25][30]. - The company has experienced a rebound in sales in the Greater China region, with a 4% year-on-year increase in Q3 2025, suggesting that the new pricing strategy may be effective [25][30]. - Apple's shift towards hardware improvements indicates a strategic pivot as its software ecosystem faces increasing competition from Android manufacturers [30][34].

Group 1 - Wahaha's subsidiaries have recently changed their names to Hongsheng [6] - Apple has launched the iPhone 17 series and iPhone Air, with prices ranging from 5999 to 17999 yuan [9] - The iPhone 17 Pro features the new A19 Pro chip, achieving significant performance improvements over the previous generation [18][19] Group 2 - China Telecom and China Unicom are preparing to launch eSIM services, supported by the new iPhone Air [1][2] - Xiaomi's president predicts that this year will see significant changes in smartphone design and functionality [10] - Suning.com plans to sell 12 subsidiaries of Carrefour China for 1 yuan each, potentially increasing net profit by approximately 3.83 billion yuan [8] Group 3 - The short drama industry in China is expected to reach a market size of 10 billion USD as it expands globally [10] - Neuralink has successfully implanted brain chips in 12 individuals as part of its trials [11] - Nvidia has announced a new GPU designed for AI workloads, enhancing efficiency for applications requiring long context windows [11]

Group 1 - The core point of the article is the upcoming launch of eSIM services by major Chinese telecom operators, including China Unicom, China Telecom, and China Mobile, following Apple's introduction of the iPhone Air, which exclusively supports eSIM [5][7]. - China Telecom has stated that its eSIM mobile service is fully prepared and will soon be available to users after receiving official approval from the Ministry of Industry and Information Technology [5][7]. - China Mobile has also submitted an application for eSIM services and is expected to provide these services once it receives approval [7]. Group 2 - The iPhone Air, launched during Apple's fall event, is noted for being the lightest iPhone ever and features a dual eSIM card design, emphasizing the shift towards eSIM technology [5]. - The iPhone 17 series, including the iPhone 17 Pro, has been released with significant performance upgrades, particularly with the new A19 Pro chip, which surpasses the previous generation in both single-core and multi-core performance [25][26]. - The global market for short dramas from China is projected to reach a scale of $10 billion, with significant growth in overseas applications and downloads [15].

Group 1 - Apple has launched the iPhone 17 series and iPhone Air, while Samsung has responded with a series of posts mocking Apple's new features [1] - Samsung highlighted that it already offers features like AI real-time translation in headphones and sleep scoring in smartwatches, which Apple has just introduced [1] - Samsung criticized the iPhone 17 Pro's camera setup, stating that three 48MP cameras do not equate to a single 200MP camera found in the Galaxy S25 Ultra [1] Group 2 - Samsung referenced a 2022 post to mock Apple for not having released a foldable phone after three years [2]

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Product Features & Design - The Galaxy Z Fold 7 features a 6.5% wider cover screen, providing a more normal phone-like experience [2] - The device is thinner, measuring 8.9% mm thick when closed and 4.2% mm thick when open [2][5] - The main display is 11% bigger than the previous model [6] - Durability is enhanced with Corning Gorilla Glass Ceramic 2 cover and Victus 2 backing, and a 10% stronger aluminum hinge [9] Performance & Battery - The Z Fold 7 maintains a 4,400 mAh battery, lasting about a day and a half with typical usage [11][12] - It supports 25 watt wired charging, reaching 42% in 30 minutes and a full charge in 1 hour and 30 minutes [12] - Powered by the Snapdragon 8 Elite chip, ensuring smooth performance across various tasks [19] Camera Capabilities - The device features a 200 megapixel wide, 12 megapixel ultrawide, and 10 megapixel telephoto camera, along with 10 megapixel selfie cameras on both displays [13] - AI features enhance photo quality, especially in low-light conditions, and include an audio eraser for video editing [14][15] Pricing & Availability - The Galaxy Z Fold 7 starts at $2,000 for 256 GB, $2,120 for 512 GB, and $2,420 for 1 TB [19] - Available in black, blue, silver, and an online exclusive mint color [20]