Core Insights - Global smartphone shipments are projected to grow by 4% year-on-year in Q3 2025, driven by strong performances in emerging markets like India, MEA, Japan, and parts of Asia-Pacific, despite declines in mature markets such as North America and Europe [1] Market Performance - Developed markets continue to show strong demand for high-end models, while emerging markets are increasingly favoring affordable 5G devices [1] - The Chinese market is experiencing a slowdown due to inventory reduction strategies, and consumer confidence in Latin America remains weak, leading to moderate overall growth [1] - Japan's smartphone market saw a 15% year-on-year growth, supported by the strong sales of iPhone 16 and iPhone 16e, as well as Samsung's Galaxy S25 series [1] Regional Highlights - The MEA region experienced a 14% year-on-year increase in shipments, primarily driven by strong performances from Samsung and Xiaomi, with Apple leading the high-end segment [1] - In India, smartphone shipments grew by 9% year-on-year, benefiting from early festive season demand, government relief measures improving consumer sentiment, and widespread adoption of high-end and mid-range models due to aggressive discounts and promotions [1] Brand Performance - Samsung led the global market in Q3 2025 with a 19% shipment share and a 6% year-on-year growth, driven by the strong performance of the Galaxy A series and the new Galaxy Z Fold7 [4] - Apple recorded a 9% year-on-year growth, making it the fastest-growing brand among the top five, with significant growth in Japan, China, Western Europe, and parts of Asia-Pacific [4] - Xiaomi maintained a 14% shipment share with a 2% year-on-year growth, particularly strong in Southeast Asia, MEA, and Latin America, benefiting from operator partnerships and promotional activities [4] - OPPO and vivo ranked fourth and fifth globally, with OPPO achieving growth through affordable 5G models in Southeast Asia and MEA, while vivo maintained steady growth in India and Southeast Asia [4] Other Notable Brands - Google saw an 18% year-on-year increase in shipments, with its Pixel 9 series performing well, supported by the integration of AI features and regional expansion strategies [5]

Core Insights - The global smartphone market experienced a 4% year-on-year growth in Q3 2025, driven by strong performances in the APAC and MEA regions despite declines in mature markets like North America and Europe [4][5]. Market Performance - Strong demand for high-end models persists in developed markets, while affordable 5G devices are gaining traction in growth markets such as India, APAC, and MEA. However, inventory reduction strategies have slowed down the Chinese market, and consumer confidence remains weak in Latin America [7]. - Japan's smartphone market saw a 15% year-on-year growth, fueled by the continued popularity of the iPhone 16 and iPhone 16e, alongside strong performance from Samsung's high-end Galaxy S25 series [7]. - The MEA region's smartphone shipments grew by 14% year-on-year, primarily driven by strong performances from Samsung and Xiaomi, with Apple leading the high-end segment [7]. - India's smartphone shipments increased by 9% year-on-year, benefiting from early festive season demand and government relief measures that improved consumer sentiment [7]. Brand Performance - Samsung led the global market with a 19% shipment share and a 6% year-on-year growth, driven by the strong performance of the Galaxy A series and the newly launched Galaxy Z Fold7 [11]. - Apple recorded a 9% year-on-year growth in global shipments, making it the fastest-growing brand among the top five, with significant growth in Japan, China, Western Europe, and APAC [11]. - Xiaomi maintained a 14% shipment share with a 2% year-on-year growth, particularly strong in Southeast Asia, MEA, and Latin America [12]. - Google saw an 18% year-on-year growth in shipments, driven by the popularity of the Pixel 9 series and the integration of AI features [12]. - OPPO and vivo ranked fourth and fifth in the global market, with OPPO achieving growth through affordable 5G models and vivo maintaining steady growth in India and Southeast Asia [12].

9月11日，市场调查机构Counterpoint Research发布的最新报告显示，2025年上半年全球高端智能手机销 量同比增长8%，创上半年历史新高；增速高于同期仅同比增长4%的全球智能手机市场。其中，苹果继 续领跑，三星紧随其后；华为同比增长24%位列第三；小米销量增长55%排第四名，电动车"光环效 应"成主因，谷歌销量同比翻番，时隔五年重返前五。 全球高端（>$600）智能手机市场单位销量份额（按OEM） Counterpoint Research手机型号销量追踪， Q2 2025 尽管苹果在新兴市场有所增长，但其在中国市场的份额已被华为、小米等国产品牌抢占。凭借忠实的用 户群和强大的线下业务，华为正不断从苹果手中夺回失去的市场份额，并通过诸如三折叠Mate XT等独 特设计机型，赢得消费者的青睐。 小米（Xiaomi）排名第三，同比大增55%，主要增量来自中国市场。Counterpoint Research分析道，其 不仅在智能手机业务推进高端化，也在电动汽车（EV）与物联网（IoT）业务同步发力；高端EV的光 环效应正反哺手机业务，而手机又与EV、IoT深度整合。 谷歌（Google）时隔五年重 ...

Core Insights - The global high-end smartphone market is experiencing significant growth, with a projected 8% year-on-year increase in sales for the first half of 2025, surpassing the overall smartphone market growth of 4% [1][3] - Apple continues to lead the high-end market with a 62% share, although its market share has slightly declined due to faster growth from competitors [3] - Huawei and Xiaomi are gaining market share, with Huawei showing a 24% year-on-year growth and Xiaomi achieving a remarkable 55% increase, primarily driven by the Chinese market [1][3] - Google has re-entered the top five high-end smartphone brands after five years, with a 105% increase in sales attributed to the strong performance of its Pixel 9 series [1][3] Market Trends - The trend towards "premiumization" is evident as consumers increasingly prefer to upgrade to high-end devices, contributing over 60% of global smartphone revenue [4] - The top ten high-end markets account for nearly 80% of sales in this segment, with India showing the fastest growth at 37% year-on-year, largely driven by Apple's performance [4] - China remains the largest high-end market in absolute terms, contributing significantly to growth [4] - Generative AI models now account for over 80% of high-end devices, indicating a shift in consumer preference towards innovative features [4] - Foldable smartphones are a niche but growing category, with Apple expected to enter this market in 2026 [4]

Core Insights - The global high-end smartphone sales reached a historical high in the first half of 2025, with an 8% year-on-year growth, outperforming the overall smartphone market which grew by only 4% [1] Company Performance - Apple led the market with over 62% share, achieving a 3% year-on-year growth, primarily driven by emerging markets [1] - Samsung followed with a 7% year-on-year growth, boosted by the performance of its S25 series compared to the S24 [1] - Xiaomi ranked third with a significant 55% year-on-year increase, largely attributed to growth in China and the positive impact of its high-end electric vehicle launch on its smartphone business [1] - Google re-entered the top five high-end smartphone brands after five years, with its Pixel 9 series performing strongly, resulting in a doubling of sales year-on-year due to market expansion and aggressive marketing strategies [1]

Core Insights - The global high-end smartphone market is experiencing significant growth, with a projected 8% year-on-year increase in sales for the first half of 2025, outpacing the overall smartphone market growth of 4% [1] - High-end smartphones now account for over 60% of global smartphone revenue, highlighting their strategic importance in the market [1] Company Performance - Apple remains the largest brand in the high-end market with a 3% year-on-year growth, holding a 62% market share, although its share has slightly declined due to faster growth from other OEMs [1] - Xiaomi has shown notable improvement in the high-end segment in China, leveraging its advancements in electric vehicles (EV) and Internet of Things (IoT) to enhance its smartphone business [4] - Google has re-entered the top five high-end smartphone brands after five years, with its Pixel 9 series seeing a doubling in sales due to strong performance and effective marketing [4] - Samsung has achieved growth through its S25 series, which has outperformed the S24, and anticipates further success with the upcoming Z Fold7 [4] Market Trends - The top ten high-end markets contribute nearly 80% of sales, with India being the fastest-growing market at 37% growth, driven by Apple's strong performance and accessible financing options [4] - China remains the largest contributor to growth in absolute numbers within the high-end market [4] - Foldable smartphones are emerging as a niche but growing category, serving as a key differentiator for brands and expanding high-end product lines [5] - Devices with generative AI capabilities accounted for over 80% of high-end smartphone sales in the first half of 2025, indicating a strong consumer preference for innovative technology [5]

Core Insights - The global high-end smartphone sales are projected to grow by 8% year-on-year in the first half of 2025, reaching a historical high for the period, outpacing the overall smartphone market growth of 4% [1] Company Performance - Apple leads the market with over 62% share, experiencing a 3% year-on-year growth, primarily driven by emerging markets [1] - Samsung follows with a 7% year-on-year growth, benefiting from the strong performance of its S25 series compared to the S24 [1] - Xiaomi ranks third with a significant 55% year-on-year increase, largely attributed to growth in China and the positive impact of its high-end electric vehicle launch on its smartphone business [1] - Google re-enters the top five high-end smartphone brands after five years, with its Pixel 9 series showing strong performance, doubling its sales due to market expansion and aggressive marketing strategies [1]