不过，随着新机型搭载的鸿蒙操作系统NEXT尚在完善阶段，应用数量和适配性仍待提升，这在一定程度上影响了消费 者的购买决策。三季度，华为市场份额与去年同期持平，为16.4%，销量下滑2.6%。 11月6日，市场调研机构Counterpoint发布的2025年三季度中国智能手机销量数据显示，国内智能手机市场整体销量同比 下降2.7%。该机构认为，受暑假和开学季影响，消费者需求依然低迷。尽管国家补贴政策的影响在一季度后有所减 弱，但该政策仍持续支撑着中国智能手机的平均售价（ASP）。 在各大主流手机厂商中，vivo以18.5%的市场份额位居榜首，但销量同比下降5.9%；荣耀则成为销量降幅最大的品牌， 市场份额降至14.4%，排在第五位。 尽管市场整体呈现下行趋势，vivo凭借在不同价格区间的较好表现，成功保持领先地位。其中，S30、X200s等机型在中 高端市场吸引了大量消费者。而新推出的Y500以及Y300等入门级产品，以高性价比优势，进一步巩固了该品牌的市场 地位。 华为在本季度继续发力，尽管高端机型Mate 70和Pura 80系列销量略低于前代，但Nova 14系列依靠性能与亲民价格，保 持良好的销售态势， ...

Core Insights - The Chinese smartphone market experienced a year-on-year decline of 2.7% in Q3 2025 due to economic slowdown and reduced demand [5][4] - OPPO achieved the highest year-on-year growth rate among major OEMs, driven by strong demand for its sub-brand OnePlus [6][5] Market Performance - The overall smartphone sales in China decreased by 2.7% in Q3 2025, influenced by ongoing economic factors such as the summer vacation and back-to-school season [5][4] - Vivo's market share fell to 18.5% amid intensified competition, yet it maintained a leading position with a diverse product line [5][6] - Huawei's high-end Mate 70 and Pura 80 series saw lower sales compared to previous models, while the Nova 14 series continued to perform well [5][6] Brand Analysis - OPPO's growth of 2.1% was attributed to stable sales of the Reno 14 series and strong performance from OnePlus, particularly the Ace 5 and 13 series [6][5] - Xiaomi recorded a year-on-year growth of 1.1%, supported by the Redmi Note 15 and K80 series, with the recently launched Xiaomi 17 series receiving positive market feedback [6][9] - Honor's X70 series stood out in the entry-level market, but the brand's overall sales declined by 8.1% [6][5] Apple Performance - The iPhone 17 series outperformed the iPhone 16 series in initial sales, with the base model being particularly popular due to its competitive pricing [7][11] - Apple's pricing strategy has increased pressure on high-end Android brands, with expectations of intensified competition in Q4 [7][11] - The iPhone 17's sales in September were nearly double that of the iPhone 16 during the same period last year, indicating strong market demand [11][9]