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Counterpoint 报告 2025Q2 全球手机市场:苹果鲸吞 43% 出货额
Sou Hu Cai Jing· 2025-08-01 06:52
Group 1 - Global smartphone shipments are expected to increase by 3% in Q2 2025, with revenue growing by 10%, surpassing $100 billion for the first time in this quarter [1] - The global average selling price (ASP) reached a peak of $347 in Q2, reflecting a 7% year-over-year increase [1] - Apple's iPhone has the highest average selling price at $879, while OPPO's ASP grew the fastest at $274 [1] Group 2 - Apple led the five major brands with a 13% growth in revenue, capturing 43% of global income, driven by the strong performance of the iPhone 16 series and preemptive purchases to avoid tariff risks [2] - Samsung maintained its leading position in global smartphone shipments with a 4% revenue increase, supported by strong demand for its mid-range A series and the Galaxy S25 series in the high-end market [3] - OPPO's ASP increased by 14% year-over-year, achieving a 10% revenue growth despite a decline in shipments, thanks to its focus on the high-end market with the Reno 13 series and Find X8 [3] - Vivo's revenue grew by 4% and shipments increased by 5% in Q2 2025, as the brand expanded in markets such as India, the Middle East, Africa, and Latin America, while gradually increasing its market share in Europe [4]