Core Viewpoint - The Chinese smartphone market experienced a 2% year-on-year decline in sales due to significant drops in vivo and Honor's sales, while OPPO and Huawei showed resilience and growth in the mid-range segment [4][7]. Market Performance - In the first eight weeks of Q3 2025, the overall smartphone sales in China decreased by 2%, primarily influenced by the poor performance of vivo and Honor [4][7]. - OPPO achieved the strongest growth due to a well-rounded product lineup, particularly the Reno 14 series, which combines flagship features with mid-range pricing [6][7]. - Huawei maintained positive growth through supply chain optimization and continued focus on the mid-range market, with the Nova 14 series performing well since its launch [6][7]. - Apple and Xiaomi experienced slight declines in sales, with Apple's market share dropping by one percentage point, although the iPhone 16 Pro series showed stable performance [6][7]. Future Outlook - Counterpoint anticipates a slight decline in smartphone sales for Q3 2025, with overall performance for the year expected to remain flat [6][7]. - The average battery capacity of Chinese smartphones is the highest globally, with an 11% year-on-year increase noted in May 2025 [6].

从品牌表现来看，华为凭借新品优势延续增长态势。报告指出，华为本季度市场份额达18%，虽较2025年第一季度环比微降1个百分点，但与2024年第二季 度相比，同比提升3个百分点。这一成绩得益于其新推出的Nova 14系列产品需求强劲，精准契合消费者对中高端机型的使用需求，进一步巩固了品牌在细分 市场的竞争力。 vivo在本季度实现市场份额的显著提升。同样以18%的占比跻身市场前列，vivo环比增长4个百分点，展现出较强的市场拓展能力；不过受整体市场环境及去 年同期高基数影响，其同比小幅下降1个百分点。此外，OPPO（含一加品牌，自2021年第三季度起合并统计）市场份额稳定在16%，环比增长1个百分点， 同比与去年持平，品牌市场表现持续稳健。 小米与苹果则通过差异化策略实现出货量增长。小米因前期补贴计划提前释放并满足部分市场需求，本季度手机出货量同比增长4%，有效拉动品牌市场活 力；苹果出货量同比增长1%，主要依靠iPhone 16系列推出的"史上最大降价"举措，降低消费者购机门槛，进一步激活潜在消费需求，推动品牌在国内市场 的出货量提升。（纯钧） 【环球网科技综合报道】9月11日消息，市场调查机构Counter ...

Group 1 - Huawei regained the top position in China's smartphone market in Q2 2025 with a shipment of 12.2 million units, a year-on-year increase of 15%, capturing an 18% market share [1] - Vivo followed closely with 11.8 million units shipped, holding a 17% market share, but experienced a 10% decline compared to 13.1 million units in Q2 2024 [1] - OPPO (including OnePlus) ranked third with 10.7 million units shipped, representing a 16% market share, while Xiaomi achieved 10.4 million units, marking its eighth consecutive quarter of year-on-year growth [1] Group 2 - Apple ranked fifth with 10.1 million units shipped, reflecting a 4% year-on-year growth, but faced initial growth challenges due to high pricing of the new iPhone 16 series not meeting national subsidy standards [2] - The overall smartphone market in mainland China saw a 4% year-on-year decline in Q2, attributed to the diminishing effects of earlier subsidy policies [2] - Canalys expects moderate growth in the Chinese smartphone market for the year, with potential to surpass global market growth in 2025, as consumer confidence is anticipated to recover in the second half of the year [2]