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2025年Q2美国智能手机销量同比增长9%,三大运营商表现强劲
Counterpoint Research· 2025-08-21 01:02
Core Insights - The US smartphone market is projected to grow by 9% year-on-year in Q2 2025, driven by strong performances from major carriers [4] - The average selling price of smartphones increased by 2%, contributing to an 11% year-on-year revenue growth, reaching $17.5 billion [6][8] - Apple and Samsung experienced significant sales growth due to effective marketing and promotional activities, while HMD announced its exit from the US market [7][8] Market Performance - Major US carriers AT&T, T-Mobile, and Verizon reported smartphone sales growth of 16%, 20%, and 12% respectively, attributed to summer promotional activities [4] - High-end device sales increased by 11% year-on-year, supported by the strong demand for flagship models [6][8] - The average selling price for smartphones in Q2 2025 was $647.53, up from $632.59 in the previous year [6] Brand Analysis - Apple's sales revenue grew by 10% year-on-year, benefiting from the marketing of the iPhone 16e and various promotional offers from carriers [6][8] - Samsung's smartphone sales volume increased by 16% year-on-year, aided by the launch of the S25 Edge and effective marketing strategies [7][8] - HMD's sales plummeted by 41% year-on-year, leading to its exit from the US market, creating opportunities for competitors like Motorola and TCL to fill the gap [7][9]
三星、苹果超薄手机大战 传i17 Air 9月亮相
Jing Ji Ri Bao· 2025-06-08 23:20
Core Viewpoint - The launch of ultra-thin smartphones by major brands like Samsung and Apple is expected to stimulate market demand and benefit the supply chain, including companies like Hon Hai, TSMC, and Largan Precision [1][2]. Group 1: Market Trends - Samsung has introduced its first ultra-thin AI smartphone, the S25 Edge, with a thickness of 5.85mm, while Apple's upcoming iPhone 17 Air is rumored to be even thinner at 5.65mm [1]. - The ultra-thin smartphone trend is gaining popularity due to consumer preferences for sleek and minimalist designs, which are believed to create new market opportunities in the slowing smartphone industry [1][2]. Group 2: Production Challenges - The production and design of ultra-thin smartphones present significant challenges, including potential impacts on structural integrity, camera module specifications, and battery life, while maintaining a screen size of at least 6.5 inches [1]. Group 3: Competitive Landscape - Currently, only Apple and Samsung have the capability to design ultra-thin smartphones that meet market demands, but other manufacturers are expected to follow suit, leading to a competitive landscape in the coming year [2]. - The sales performance of Samsung's S25 Edge is anticipated to influence the strategies of other brands, as ultra-thin smartphones are expected to be more affordable than flagship models, potentially increasing market acceptance [3].
外媒:三星推出最薄智能手机 剑指苹果
Huan Qiu Wang· 2025-05-13 09:04
【环球网科技综合报道 记者 李文瑶】5月13日消息,据路透社报道,三星电子发布了迄今为止最薄的旗舰机型S25 Edge,配备了增强的人工智能功能,力图 在高端手机市场超越竞争对手苹果。 三星电子方面表示,此次S25 Edge 的推出旨在满足日益增长的需求,尤其是 20 多岁和 30 多岁的消费者对便携式智能手机的需求。 三星表示:"反馈很明确——用户想要更轻薄、更易于携带且性能不受影响的产品。"该公司进行了结构性改变,以减少内部组件(包括印刷电路板和热系 统)的厚度。 有分析师表示,iPhone 7 的发布是出于战略考虑,旨在抢占苹果的先机,因为苹果预计将于今年下半年推出更薄的 iPhone。 NH Investment & Securities 高级分析师 Ryu Young-ho 表示:"通过提前几个月发布这款产品,三星可能会对苹果造成一定冲击,并吸引那些寻求更薄智能手 机的消费者。这似乎是三星为了抓住这部分需求而做出的深思熟虑的决定。" 三星表示,S25 Edge 将于5月23日在韩国上市,5月30日在美国上市,并将在包括中国和欧洲在内的约 30 个国家推出。该机型起价1,099 美元,配备 6.7 英 ...
苹果股价涨超6%,分析师预计新品可能涨价
Di Yi Cai Jing· 2025-05-13 05:21
Core Viewpoint - Apple is initiating a new round of price reductions for the iPhone 16 series, while upcoming products may face price increases due to tariff impacts [1][2] Group 1: Tariff Impact - Apple's CEO Tim Cook indicated that the company expects a cost increase of $900 million for the quarter ending in June due to tariffs, without new tariffs being imposed [1] - The uncertain tariff environment complicates Apple's ability to predict cost impacts beyond June, with imported Apple products still subject to a 30% tariff and products from India and Vietnam facing a 10% tariff [1] Group 2: Pricing Strategy - Analysts suggest that Apple may raise prices on high-end products during the fall product launch to offset some tariff impacts, although the company aims to dissociate price increases from tariffs [1] - Price increases are likely to be justified through new features and design improvements rather than directly linked to tariff costs [1] Group 3: Market Competition - The rising costs from tariffs are expected to affect iPhone demand in the U.S. market, with Apple potentially adopting aggressive promotional strategies in other markets to stabilize sales and market share [2] - Samsung has launched its flagship S25 Edge model ahead of Apple, featuring enhanced AI capabilities, which poses a competitive threat in the high-end market [2] - According to Counterpoint Research, Samsung held a 20% share of the global smartphone market in Q1 2025, slightly ahead of Apple's 19%, indicating a competitive landscape [2]