Core Insights - The report from Counterpoint indicates that vivo has captured the top position in the Chinese smartphone market with a 19% market share, leading by 3 percentage points over the second place [1] - The market is characterized by a "one leader and three strong competitors" dynamic, with notable performances from OPPO and Xiaomi, while Huawei shows growth and Honor experiences a decline of nearly 10% in market share [1][2] - The overall smartphone market in China saw a 2% year-on-year decline in total sales during the first eight weeks of Q3 [3] Company Performance - Vivo's success is attributed to the strong performance of its S30 and X200s series, which together contributed over 60% of its sales during the reporting period, aligning with consumer preferences for mid-to-high-end products [1] - OPPO recorded the highest growth among manufacturers, with a 4% year-on-year increase in sales, driven by a well-rounded product lineup, particularly the Reno 14 series, which has become one of the best-selling flagship phones in China [2] - Huawei achieved a 2% year-on-year growth, supported by supply chain optimization and strong sales of the Nova 14 series, alongside continued demand for older flagship models like the Mate 70 series [2] Competitive Landscape - Apple's sales declined by 6% year-on-year, with a 1 percentage point drop in market share, attributed to increased competition from domestic brands like vivo, Huawei, Xiaomi, and Honor, which launched competitive models during the summer [2] - Honor's market share decline is a significant factor in the overall market downturn, prompting the company to initiate a retail channel reform in 10 provinces to improve efficiency and address its market challenges [3] - Counterpoint forecasts a 3%-5% quarter-on-quarter decline in the smartphone market due to weak consumer demand and a lull in new product releases, although the overall annual performance is expected to remain flat compared to last year [3]

Global Smartphone Market Overview - The global smartphone market remained flat in Q4 2024 but achieved a 4% growth for the year, driven by increases in the Latin America and European markets [4] - Apple led the global smartphone market with a 23% market share in Q4 2024, followed by Samsung at 16% [4] - Xiaomi ranked third with a 5% year-on-year increase in shipments, while Vivo saw a 13% increase, making it the fastest-growing brand among the top five [4] - OPPO experienced a 3% decline in shipments year-on-year but performed well in China, Latin America, and Western Europe [4] - In the 5G segment, Apple held a 32% market share, with Samsung at 16%, while Xiaomi was the fastest-growing brand in this category with a 33% year-on-year growth rate [4] India Smartphone Market - The Indian smartphone market achieved a record high revenue in 2024, with a 9% year-on-year growth [7] - Apple ranked first in market revenue for the second consecutive year and entered the top five in shipments for the first time in Q4 2024 [7] - Vivo became the leading brand in terms of shipments for the first time in the fiscal year 2024 [7] - Three-quarters of smartphones shipped in 2024 supported 5G technology, with the iPhone 15 being the top-selling model in Q4 2024 [7] China Smartphone Market - China's smartphone sales declined by 3.2% year-on-year in Q4 2024, marking the only quarter of year-on-year decline for the year [8] - Despite the decline, the overall smartphone sales in China grew by 1.5% year-on-year for the entire year, with Vivo maintaining the top market share at 17.8% [11] US Smartphone Market - The US smartphone sales decreased by 3% year-on-year in Q4 2024, primarily due to weak performance in the sub-$300 market [10][12] - High-end smartphones priced at $600 and above saw a 4% year-on-year increase in sales [12] - The iPhone 15 outperformed the iPhone 16 series in terms of sales growth since its release [12] European Smartphone Market - The European smartphone market experienced growth for four consecutive quarters, the first time since Q1 2017 [15][16] - Apple achieved year-on-year growth despite a slow start for the iPhone 16, while Realme and HONOR showed strong performance in Western Europe [16] Indonesia Smartphone Market - Indonesia's smartphone shipments grew by 7% year-on-year in 2024, driven by positive marketing during shopping seasons and the Eid festival [18] - Xiaomi's shipments increased by 24% due to a broader product range and expansion of offline channels [18] - The shipment of 5G smartphones in Indonesia rose by 36% year-on-year, reflecting the growing presence of mid-range 5G devices [18] Japan Smartphone Market - Japan's smartphone sales grew by 7% year-on-year in 2024, supported by economic recovery [20] - Apple continued to lead the high-end market, although its overall sales declined by 3% due to weak demand for older models [20]

2024 年 Q4 全球智能手机市场总结 数据来源：Counterpoint Research 市场监测服务 全球智能手机市场份额 Q2 2023 - Q4 2024 尽管 2024 年 Q4 全球智能手机市场整体持平，但全年仍实现 4% 的增长，主要得益于加勒 比和拉美以及欧洲市场的增长。 苹果以 23% 的市场份额领先 2024 年 Q4 全球智能手机市场，三星以 16% 的份额位居第 二。 小米排名第三，出货量同比增长 5%，而 vivo 同比增长 13%，成为 2024 年 Q4 前五大品牌 中增长最快的品牌。 OPPO 在 2024 年 Q4 出货量同比下降 3%，但在中国、拉美和西欧市场表现良好。 在 5G 细分市场，苹果以 32% 的市场份额占据全球领先地位，三星以 16% 紧随其后。 在前五大品牌中，小米以 33% 的同比增长率成为 5G 领域增长最快的品牌，主要受中国、 印度和俄罗斯市场的强劲需求推动。 低成本 5G 机型的普及以及 GenAI 在中低价位段的渗透，将成为 2025 年需要关注的关键趋 势。 OPPO 自 Q3 2021 起包含 OnePlus 扫码跳转 阅读全文 Count ...