智通财经APP获悉，根据Counterpoint市场监测追踪报告的初步数据，2025年第二季度中国智能手机出货量同比下降2.4%。受季节性因素及补贴导致带来 需求前置的影响，Q2国内智能手机市场表现较弱。部分OEM已从抬高渠道库存转向去库存阶段，这也对当季智能手机出货量造成了影响。虽然部分地区 政府已经缩小了补贴范围或延迟发放补贴额度，但国补政策预计仍将延续至2025年底。 2025年Q2，华为连续第二个季度保持领先，出货量占有率从去年同期的15%提升至18.1%。这一增长主要得益于其中端nova 14系列的持续热销以及高端机 型的大幅降价。 vivo凭借中低端机型的强劲表现，出货量排名第二。该品牌强大的线下渠道网络持续支撑其Y系列产品在低线城市的稳健表现。与此同时，在返校季促销 活动的推动下，新推出的S30系列在夏季需求激增，其鲜明的外观设计风格和人像摄影功能成功赢得了年轻消费者的青睐。 荣耀正在应对激烈市场竞争，并希望通过扩大产品序列重拾增长势头。五月底发布的中端机型HONOR 400系列取得了良好开端，亮点包括搭载了2亿像素 主摄、7200mAh大容量电池以及具有竞争力的定价策略等。 总结与展望 202 ...

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 根据 Counterpoint市场监测追踪报告 的初步数据，2025年第二季度中国智能手机出货量同比下降 2.4%。受季节性因素及补贴导致带来需求前置的影响，Q2国内智能手机市场表现较弱。部分OEM 已从抬高渠道库存转向去库存阶段，这也对当季智能手机出货量造成了影响。虽然部分地区政府已 经缩小了补贴范围或延迟发放补贴额度，但国补政策预计仍将延续至2025年底。 2025年Q2，华为连续第二个季度保持领先，出货量占有率从去年同期的15%提升至18.1%。这一增 长主要得益于其中端nova 14系列的持续热销以及高端机型的大幅降价。 由于补贴导致需求前置，2025年第二季度中国智能手机出货量下降。 华为凭借中高端机型的强劲表现，出货量以17.6%的同比增长领跑市场。 第二季度的主要亮点包括苹果iPhone 16系列 ...

相信有不少差友在买手机的时候，会趁着新一代的发布，直接抄底买上一代，认为这是 " 花小钱办大事 " 的终极省钱妙招。 毕竟旧手机在硬件参数和外围配置差不太多的同时，到手价基本都能打对折了，表面上看性价比拉满。 但实际情况可能真没有大家想得这么美好。 这也是托尼今天想跟各位聊的事情 —— 厂商们的 " OTA 阉割 "。也就是，明明硬件上支持的功能，但却因为各种原因，软件上不适配，就导致用户的实际体验并不好。 这里面，既有厂商们划分不同机型的定位，保证功能独占的主动 " 阉割 "；也有为了旧机型的稳定性，对系统功能做的刻意限制；更多的情况，则是安卓 阵营 " 机海战术 " 的后遗症，机型多更新慢。 要说最经典的案例，可能就是前几年十分流行的 " 谷歌相机 "：安卓厂商对于入门级千元机的相机优化不上心，基本上没有影像算法可言。用户就自己安 装魔改的谷歌相机，白嫖谷歌的 HDR+ 算法，最后让千元机的成像素质直接原地飙升。 还有就是在刚发布时，小米 12S 系列独占的徕卡联名，结果相机安装包泄露，非联名的小米机型也能有徕卡水印和徕卡专属影调。。。 但不管是上面的哪种情况，对于用户来说，结果都是一样的。 因为 " O ...

回顾2022年至2023年，由ChatGPT问世点燃的生成式AI浪潮，迅速席卷了整个科技行业，智能手机也不例外。一时间，各大手机厂商仿佛陷入了一场关于 自研大模型的军备竞赛。 从参数规模的比拼，到端侧部署能力的炫技，再到发布会上不厌其烦的"AI含量"强调，厂商们似乎坚信，掌握底层AI能力，特别是自研大语言模型，就能 掌握未来手机市场的核心竞争力。 然而，风向的转变比预想中来得更快。2024年下半年，这股曾经汹涌的自研大模型热潮，正以肉眼可见的速度退火。市场不再为单纯的参数和算力欢呼， 用户对AI手机的期待也日趋理性。 我们不禁要追问： 喧嚣过后，手机厂商在AI领域的竞争点发生了哪些转变？2025年的AI手机，到底在比拼什么？ 01 自研大模型热怎么熄火了？ 2023年至2024年，手机行业弥漫着一种对底层AI能力近乎极致的追求与焦虑。华为盘古大模型持续迭代，OPPO推出AndesGPT，vivo祭出蓝心大模型，小 米也积极投入相关研发。发布会上，大模型的参数量、端侧部署能力以及所谓的AI含量成为厂商们竞相标榜的重点。 彼时，AI似乎成了一个无所不包的筐，任何功能只要冠以AI之名，便显得科技感十足，但用户是否愿 ...

Core Insights - The 618 mid-year shopping festival is experiencing a surge in the home appliance and 3C market, driven by policy benefits and promotional activities [1][3][5] - Suning.com is implementing extensive discounts and promotional strategies to enhance consumer engagement and drive sales during this peak shopping period [1][5] Group 1: Promotional Strategies - Suning.com is launching various promotional activities, including significant discounts, live streaming events, and exclusive coupons to attract consumers [1][3] - The company is offering substantial discounts on flagship products, such as AI smart air conditioners and large-capacity refrigerators, to encourage consumer upgrades [3][5] - The promotional efforts include a combination of in-store and online activities, with discounts reaching up to 50% [5][6] Group 2: Targeted Consumer Segments - The timing of the 618 festival coincides with the college entrance examination season, prompting Suning.com to introduce special subsidies for students, including discounts on mobile phones and laptops [7] - Exclusive offers for students include up to 5000 yuan in subsidies for bundled purchases and additional discounts for presenting examination credentials [7] Group 3: Product Innovation and Market Trends - Home appliance brands are accelerating the launch of innovative products, focusing on smart and trendy appliances to meet evolving consumer demands [3][6] - Suning.com aims to leverage the 618 festival to promote technological and product innovations, enhancing consumer satisfaction through better pricing and service [6]

Group 1 - The core viewpoint of the articles highlights the significant impact of the "old-for-new" consumption policy on driving consumer spending in China, with a total sales amount of 1.1 trillion yuan and approximately 175 million subsidies issued to consumers [1] - The sales volume and revenue of smartphones priced below 6000 yuan have increased by 4.8% and 14.8% year-on-year, respectively, indicating a shift towards mid-to-high-end products [1] - In the first four months of 2025, the domestic smartphone shipment reached 94.7 million units, a year-on-year increase of 3.5%, with 5G smartphones accounting for 85.5% of the total shipments [1] Group 2 - Domestic smartphone manufacturers are actively innovating in areas such as artificial intelligence, imaging, and battery life to capture market share, integrating AI into various daily usage scenarios [2] - OPPO's Reno14 series features a deep integration of AI capabilities, enhancing user experience through efficient information management and creative assistance [2] - The launch of the Note 16 series by Xingji Meizu introduces AI features like AI Ultra Clear and AI Butler, showcasing advancements in AI technology and user interaction [3] Group 3 - Vivo's S30 series emphasizes "atmospheric photography," targeting the younger demographic with upgraded imaging capabilities [3] - The iQOO Neo10 Pro+ smartphone boasts a 50MP ultra-stabilized main camera and advanced algorithms for enhanced photography, catering to diverse consumer needs [4] - Experts note that domestic smartphone manufacturers are focusing on enhancing customer loyalty through improved after-sales service and flexible market strategies, particularly in emerging markets [4]

Core Insights - The competition in the mid-range smartphone market is intensifying, with major brands like OPPO, Huawei, Xiaomi, and Vivo launching new models to capture the significant user base of approximately 500 million users in China who prefer devices priced between 2,000 to 4,000 RMB [2][3] - Vivo's market share has declined, dropping to 14.4% in Q1 2025, compared to its previous leading position, indicating challenges in maintaining its competitive edge [2][11] - The mid-range segment is crucial for Vivo, as it represents a significant portion of its sales and overall market strategy [3][11] Market Dynamics - The Chinese smartphone market has shifted towards high-end devices, with the share of phones priced above 4,000 RMB increasing from 11% to 28% over recent years, while the industry transitions from growth to a more saturated environment [11][12] - In 2024, a total of 396 new smartphone models were launched in China, with mid-range devices dominating, leading to fierce competition and price reductions across the board [11][12] - Vivo's sales strategy has heavily relied on its extensive offline presence, with over 250,000 stores by 2024, significantly outpacing competitors like Huawei and Xiaomi [9][12] Vivo's Competitive Strategies - Vivo has historically utilized a "machine sea" strategy, launching numerous models across various price points to cater to diverse consumer needs, which has helped it stand out in a crowded market [6][8] - The company has invested heavily in imaging technology, establishing a dedicated research team to enhance its product offerings, which has been a key differentiator in the mid-range segment [7][17] - Vivo's channel strategy focuses on penetrating lower-tier markets, enhancing distribution efficiency and increasing product visibility, which has contributed to its market share growth in the past [8][9] Challenges and Future Outlook - The increasing performance standardization among mid-range devices poses a challenge for Vivo, as differentiation becomes more difficult in a crowded market [11][15] - The competitive landscape is evolving, with brands like Honor and Redmi introducing innovative features to capture market share, indicating a need for Vivo to adapt its strategies [16][18] - Vivo's future success may hinge on its ability to leverage its technological advancements and refine its product offerings to meet specific consumer demands in the mid-range segment [17][18]

vivo S30系列在影像配置方面同样诚意满满，全系前置5000万防畸变柔光自拍，后置索尼IMX882大底 潜望，5000万索尼超防抖大底主摄以及106°超视野低畸变广角镜头。其中，后置5000万索尼超级潜望长 焦，不仅搭载全新的棱镜设计，还有旗舰同款的ALC镜片镀膜，搭配蓝厂独家自研的长焦算法，让长焦 拥有主摄级色彩还原和画质表现。 此外，vivo S30 Pro mini采用索尼IMX921仿生大底传感器主摄、自研OIS超级防抖技术。在人像拍摄 上，S30 Pro mini基于千万级超高精度人像数据库，通过自适应骨相+皮相美技术，带来了清透质感人像 功能，可智能美化皮肤状态和细节纹理，让肤质更通透水润。 在S20 Pro上备受好评的全场景影棚级人像功能，现在不仅S30全系支持，还能覆盖23mm风光人像、 35mm叙事人像、50mm经典人像、85mm肖像写真、100mm特写人像五个黄金焦段，不管是日常记录还 是极限创造均可轻松拿捏。 近日，vivo发布vivo S30系列新机，该系列选择了大胆创新的撞色设计，拥抱年轻人多元开放的价值 观，在影像上引领当下流行的"氛围感"审美和live需求，加入多样趣味功能， ...

5月29日，vivo今日正式发布S30系列智能手机。该系列以多彩设计、小直屏、持久续航及强化实况影像功能为主要特点， 瞄准年轻消费群体多元需求。 S30系列推出酷莓粉、桃桃粉等五款配色，采用撞色中框设计。其中S30 Pro mini搭载6.31英寸直屏，机身宽度71.76毫米， 重量186克，通过内部结构优化实现平衡握持感。全系采用金属砂AG工艺提升质感，Pro mini版本配备航空铝金属中框。 全系搭载6500mAh蓝海电池，配合90W快充。实验室测试显示，S30 Pro mini可支持《王者荣耀》连续运行10.5小时。防护 性能升级，Pro mini通过军标环境测试及特定防尘抗水标准（IP68+IP69），支持湿手触控和快捷排水功能。 系列独立设置"实况模式"，提供鱼眼、柔光等电影特效，支持实况照片拼图及视频片段转实况功能。Pro mini行业首发"希 区柯克变焦实况"技术。硬件上前置5000万像素镜头，后置三摄系统包含5000万像素潜望长焦（配备ALC镀膜）及超广角镜 头，支持五个黄金人像焦段。 S30 Pro mini采用8T LTPO屏幕，支持1-120Hz自适应刷新率及熄屏显示。搭载寰宇智慧通信2 ...

如何撬动年轻人购买新手机的欲望？除了影像等性能之外，颜值依然摆在第一位。多彩的配色、小巧轻薄的机身最容易让手机成为年轻人的配饰，因此， 在毕业季到来之际，手机厂商也瞄准年轻人市场，升级旗下小直屏手机系列，助力在暑期消费旺季里吸引更多年轻人换机。 记者了解到，今年一季度以来，叠加"国补"政策利好，手机厂商纷纷发力，密集推出升级的手机新系列，以激发用户换机需求。Counterpoint咨询数据显 示，2025年Q1中国智能手机出货量同比增长5%。研究预计，促销补贴只是提前释放需求，而非创造新需求，2025年市场将实现同比增长，但增速将会放 缓，手机厂商通过发布新机型，在年中大促中有望提高出货量。 （文章来源：广州日报） 不仅如此，"氛围感"成为当下年轻人对于影像的核心追求，手机新系列将"氛围live直出人像"作为新的影像主张，通过全面的升级优化让用户轻松拍出有 情绪，有情境的氛围感照片。聚焦实况拍摄体验，手机在影像功能上不仅新增了经典正片风格、经典负片风格、清透蓝调风格三大氛围感胶片色彩，还支 持在拍照、人像、实况、专业、一拍得5大相机模式下使用。 同时，在S30系列上还有首次单独推出的"实况模式"，支持包括"鱼 ...