智通财经APP获悉，8月26日，Omdia发文称，2025年第二季度，全球智能手机出货量降至2.887亿部，环 比减少逾800万部，降幅达2.8%，较2024年第二季度同比仅小幅减少20万部，降幅不到0.1%。 三星依然位居榜首，这主要得益于其高端S系列和低端A系列手机的出货量。苹果（AAPL.US）尽管出货 量略有下降，但仍保持第二的位置；小米（01810）则以非常稳定的市场份额稳居第三。vivo和传音 （688036.SH）则位列第五，市场份额均为9%。 过去两个季度智能手机市场的停滞表明，该行业面临着日益严峻的宏观经济挑战——后疫情期间的换机 潮正在消退，消费者需求持续疲软。 许多厂商在第二季度原本设定了更高的目标，但为了避免库存过剩，不得不降低生产目标。例外的是在 美国，由于特朗普政府的关税政策和时间表存在很大的不确定性，这促使苹果、三星和摩托罗拉（联 想）等供应商在整个季度提前拉货并保持高库存水平。 | Rank | OEM | 2Q25 | | 1Q25 | | 2Q24 | | QoQ | YoY | | --- | --- | --- | --- | --- | --- | --- | --- ...

据介绍，苹果官方翻新机统一更换外壳、电池与玻璃，配一年保修并可加购 AppleCare；包装虽为白色 素盒，但内部配件与全新无异。最新 M4 MacBook Pro售价为1359 美元，同配置 Amazon Renewed Premium 尚未上架，苹果暂时独占新品级翻新。 来源：环球网 【环球网科技综合报道】8月25日消息，据外媒9to5mac报道称，《今日商业》发布的最新报告剖析了苹 果官方翻新机与 Amazon Renewed Premium 的价格与保障差异，结果显示：MacBook 与部分 iPad 在苹 果官方渠道更具性价比，而 iPhone 与高端机型在亚马逊往往更便宜。 外媒还进行了两个平台的价格对比，以iPhone 14 Pro（128 GB）为例，苹果官方渠道售价 679 美元 ， 亚马逊平台售价 562 美元，亚马逊低17%；iPhone 13（512 GB）在苹果官方渠道为 699 美元 ，亚马逊 平台为 430 美元，差价达 269 美元；iPad Air M1（64 GB）在苹果官方渠道为379 美元，亚马逊平台为 349 美元，差距 30 美元；iMac M1在苹果官方渠道为10 ...

Core Insights - The Indian smartphone market has shown signs of recovery in Q2 2025, with a year-on-year shipment increase of 7%, reaching 39 million units, driven by new product launches from manufacturers [1][5] Market Performance - Vivo leads the market with 8.1 million units shipped, capturing 21% market share, followed by Samsung with 6.2 million units and 16% market share [1][5] - OPPO and Xiaomi both shipped 5 million units, with OPPO slightly ahead due to its A5 series performance [1][5] - Realme ranks fifth with 3.6 million units shipped [1] Competitive Landscape - Vivo's success is attributed to strong channel partnerships and effective marketing strategies, particularly in tier-one and tier-two cities [3] - OPPO's A5 series has driven its growth in offline markets, while Samsung has leveraged financing options to expand its market share in the mid-range segment [3] - Xiaomi's performance has declined year-on-year, but it has managed to boost shipments through targeted product upgrades [3] Future Outlook - The second half of 2025 is expected to rely more on channel execution rather than new product launches, with brands implementing incentive programs for distributors and retailers [5] - Despite short-term boosts from promotional activities, Canalys anticipates a slight decline in overall shipments for the year due to structural demand challenges [5]

Core Insights - The Indian smartphone market has shown signs of recovery in Q2 2025, with a year-on-year shipment increase of 7%, reaching 39 million units, driven by reduced inventory pressure and renewed marketing activities by manufacturers [1][5]. Market Performance - Vivo leads the market with 8.1 million units shipped, capturing 21% market share, followed by Samsung with 6.2 million units (16% market share) and OPPO with 5 million units (13% market share) [1][5]. - Xiaomi and realme both shipped 5 million and 3.6 million units respectively, with Xiaomi experiencing a significant year-on-year decline of 25% [1][5]. Manufacturer Strategies - Vivo's success is attributed to strong channel partnerships and effective marketing strategies, particularly in urban areas [2]. - OPPO's A5 series has performed well in offline markets, while its K13 model is gaining traction online [2]. - Samsung is leveraging financing options for mid-range products to expand its market share [2]. - Xiaomi's performance is supported by the Redmi 14C 5G and Note 14 series, despite a decline in overall shipments [2]. Competitive Landscape - The competitive dynamics are shifting, with new high-end brands and design-focused players entering the market [2]. - Apple ranks sixth, with the iPhone 16 series accounting for over 55% of its shipments, while Motorola is expanding its presence in smaller cities [2]. - Infinix has gained popularity through bold designs and targeted marketing towards gamers and content creators [2]. Future Outlook - The performance of the Indian smartphone market in the second half of 2025 will rely more on channel execution rather than new product launches [4]. - Brands are implementing channel incentive programs to prepare for the upcoming festive season, which includes high-value rewards linked to sales performance [4][5]. - Despite these efforts, Canalys anticipates a slight decline in overall shipments for the year due to ongoing structural demand challenges [5].

Group 1 - Apple's main manufacturing partner, Foxconn, exported 97% of iPhones from India to the US between March and May 2023, significantly higher than the average of 50% in 2024, indicating Apple's efforts to avoid high tariffs imposed by the US on China [1] - During the same period, Foxconn exported iPhones worth $3.2 billion from India, with nearly $1 billion in May alone, following a record $1.3 billion in March. In total, Foxconn exported $4.4 billion worth of iPhones to the US in the first five months of the year, surpassing the projected $3.7 billion for the entire year of 2024 [1] - Apple is accelerating production in India, including airlifting $2 billion worth of iPhone models to the US and lobbying to reduce customs clearance time at Chennai airport from 30 hours to 6 hours, which is a key hub for iPhone exports [1] Group 2 - Counterpoint Research forecasts that by 2025, iPhones manufactured in India will account for 25% to 30% of global iPhone shipments, up from 18% in 2024 [2] - Former US President Trump expressed dissatisfaction with Apple's manufacturing in India, demanding CEO Tim Cook to halt operations there and threatening tariffs on the company [2] - If Trump’s policies are enforced, the cost of "American-made" iPhones could increase significantly, with estimates suggesting a price rise of at least 25%, potentially reaching $3,500, nearly double the current price [2]

Group 1 - Apple's export strategy has shifted significantly, with 97% of iPhones exported from India going to the US, nearly double the previous year's figures [1] - In the first five months of this year, Foxconn exported iPhones worth $4.4 billion from India to the US, surpassing the total of $3.7 billion for the entire year of 2024 [1] - Counterpoint Research predicts that by 2025, iPhones manufactured in India will account for 25% to 30% of global iPhone shipments, up from 18% in 2024 [1] Group 2 - Trump's public criticism of Apple's overseas production strategy has influenced the company's decision to focus on US market exports from India [2] - Apple is taking measures to accelerate iPhone production in India to avoid potential tariffs, including chartering flights to transport $2 billion worth of iPhones to the US [3] - Tata Electronics, another Apple supplier in India, reported that 86% of its iPhone exports were directed to the US during March-April, a significant increase from 52% for the entire year of 2024 [3]

Core Insights - In Q1 2025, smartphone shipments in Europe (excluding Russia) declined by 2% year-on-year to 32.4 million units, primarily due to weak demand for entry-level devices [1][3][8] Group 1: Market Performance - Samsung maintained its position as the market leader with shipments of 12.2 million units, a slight increase from the previous year, driven by record sales of its Galaxy S series [1][5] - Apple ranked second with a 10% year-on-year increase in shipments to 8 million units, supported by strong terminal demand and initial channel stocking for the iPhone 16e [1][5] - Xiaomi's shipments decreased by 2% to 5.3 million units, yet it remained in the top three for the 20th consecutive quarter [1][3] - Motorola and Google ranked fourth and fifth with shipments of 1.7 million and 0.9 million units, respectively, with Google entering the top five for the first time [1][5] Group 2: Entry-Level Device Challenges - The demand for entry-level devices remained weak, with shipments of devices priced below €200 reaching their lowest level in over a decade, indicating a challenging demand environment [3][8] - Many manufacturers, particularly those relying on devices priced under €400, faced difficulties due to overestimated terminal demand and significant channel inventory buildup [3][8] Group 3: High-End Market Growth - The high-end smartphone segment saw a record 32% market share for devices priced above €800, largely driven by Apple and Samsung [5][8] - Apple's strong performance continued despite existing inventory of older models, while Samsung achieved its highest-ever quarterly high-end shipments, aided by aggressive promotional strategies [5][8] Group 4: Market Outlook - Canalys predicts a 3% decline in the European smartphone market for 2025, followed by a 1% growth in 2026, suggesting potential relief for manufacturers [8] - The focus on improving operational efficiency and profitability is emphasized as crucial for manufacturers to ensure long-term stability in a competitive market [8]

Core Points - JD.com has launched the "Rider Value Subsidy" program to help delivery riders improve their work equipment and enhance order efficiency [1] - The program offers a special subsidy of 200 yuan for riders purchasing selected high-performance smartphones, which can be combined with a 15% national subsidy [1][3] - The initiative aims to address the specific needs of delivery riders, such as durability, long battery life, and usability in various weather conditions [3][4] Summary by Category Subsidy Program - JD.com provides a 200 yuan subsidy for delivery riders purchasing smartphones, which can be combined with a national subsidy for significant cost reduction [1] - The program is designed to lower the cost of upgrading devices for riders, making it easier for them to acquire necessary technology [1] Smartphone Features - Selected smartphones include features like waterproofing, dust resistance, and long battery life, catering to the demanding work environment of delivery riders [3][4] - The iPhone 13, equipped with the A15 chip, offers enhanced system responsiveness and is available for 2899 yuan after subsidies [3] - The Redmi Turbo 4 features a 6550mAh battery, ensuring long-lasting performance, with a final price of 1359 yuan after subsidies [3] - The vivo Y300 Pro+ supports touch functionality in wet or oily conditions and has a 7300mAh battery, priced at 1444 yuan after subsidies [4] Performance and Usability - The program emphasizes the importance of smartphones in facilitating quick order responses and navigation for delivery riders [3] - Features such as high-volume speakers and advanced antenna solutions are highlighted to ensure effective communication in noisy environments [6] - The initiative allows riders to find smartphones that meet their specific needs, whether for performance, durability, or sound quality [6]

Core Viewpoint - The "Make in India" initiative is driving a 6% year-on-year growth in smartphone shipments in 2024, primarily fueled by the export growth of Apple and Samsung, which together account for approximately 94% of India's smartphone exports [1][4]. Group 1: Market Dynamics - Samsung maintains its leading position in India's smartphone manufacturing with a 7% year-on-year growth in shipments, supported by a 13% increase in exports [4][7]. - Foxconn Hon Hai's shipments in India grew by 19% year-on-year, driven by the strong performance of iPhone 14, iPhone 15, and iPhone 13 models [4][7]. - Tata Electronics emerged as the fastest-growing smartphone manufacturer in India in 2024, with a remarkable 107% year-on-year growth, largely attributed to the iPhone 15 and iPhone 16 [4][7]. Group 2: Future Projections - The Indian smartphone manufacturing sector is expected to achieve double-digit growth in 2025, bolstered by government initiatives and the diversification of global supply chains [5][6]. - The local value addition in smartphone manufacturing is anticipated to increase continuously, making India an attractive manufacturing hub due to its large domestic market and low labor costs [5][6]. Group 3: Competitive Landscape - Vivo ranks second in the market with a 14% year-on-year growth, benefiting from the expansion of offline retail channels and a strengthened distribution network [7]. - OPPO faced challenges in 2024, with a 34% decline in shipments due to intense market competition and increased reliance on contract manufacturing [7]. - Dixon became the largest manufacturer in the overall mobile device market, driven by partnerships with Transsion and Motorola, achieving a 39% year-on-year growth in smartphone shipments [8].

根据 Counterpoint 的 《印度制造服务报告》， 2024 年"印度制造"智能手机出货量同比增长 6% ，主 要受到 Apple 和 Samsung 出口增长的推动。 Apple 和 Samsung 两大品牌合计占印度智能手机出口 量的约 94% 。 2024 年，Samsung 继续保持印度智能手机制造商的头部地位，其智能手机出货量取得 7 % 的 同比增长，这得益于其出口量同比增长 13 %。 Foxconn Hon Hai在印度的出货量同比增长 19% ，主要受 iPhone 14 、iPhone 15 和 iPhone 13 机 型出货量增长的带动。 Tata Electronics（原纬创）是 2024 年印度增长最快的智能手机制造商，同比增长 107% ，其中 iPhone 15 和 iPhone 16 机型贡献了主要出货量。 在整个手机市场（包括智能手机和功能机）中，Dixon 成为 2024 年印度最大的制造商。 受政府推动以及品牌加速供应链多元化的影响，预计 2025 年"印度制造"智能手机的出货量将 实现两位数增长。 数据来源：Counterpoint "印度制造"服务 分析师观 ...