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全球智能手机销量数据:十大畅销机型(2025年Q2-2023年Q2)
Counterpoint Research· 2025-09-18 01:03
Core Insights - Counterpoint Research is a global market research firm focused on the technology ecosystem, providing comprehensive market data and strategic consulting services across various sectors, including smartphones, AI, and IoT [26]. Market Overview - The global smartphone market data is derived from Counterpoint's report, which forecasts smartphone shipments and average selling prices (ASP) by OEM and region until 2028 [4][8]. - The report includes detailed analysis of smartphone model sales, component trends, and driving factors across different price segments, covering 99% of the global smartphone market [8]. Top-Selling Smartphones - In Q1 2025, Apple iPhone 16 was the best-selling smartphone for the second consecutive quarter, with the iPhone 16 Pro series following closely [9]. - The iPhone 16e entered the top ten in Q2 2025, driven by strong sales in Japan and the US [9]. - Samsung secured four positions in the top ten, with the Galaxy A16 5G performing particularly well, and the Galaxy S25 Ultra benefiting from extensive marketing around generative AI features [9]. - Xiaomi's Redmi 14C 4G was the only model from the brand in the top ten, showing solid performance in emerging markets like Latin America and the Middle East and Africa [9].
2025年Q3前八周中国智能手机销量同比下降2%,市场进入调整期
Counterpoint Research· 2025-09-18 01:03
Core Viewpoint - The Chinese smartphone market experienced a 2% year-on-year decline in sales due to significant drops in vivo and Honor's sales, while OPPO and Huawei showed resilience and growth in the mid-range segment [4][7]. Market Performance - In the first eight weeks of Q3 2025, the overall smartphone sales in China decreased by 2%, primarily influenced by the poor performance of vivo and Honor [4][7]. - OPPO achieved the strongest growth due to a well-rounded product lineup, particularly the Reno 14 series, which combines flagship features with mid-range pricing [6][7]. - Huawei maintained positive growth through supply chain optimization and continued focus on the mid-range market, with the Nova 14 series performing well since its launch [6][7]. - Apple and Xiaomi experienced slight declines in sales, with Apple's market share dropping by one percentage point, although the iPhone 16 Pro series showed stable performance [6][7]. Future Outlook - Counterpoint anticipates a slight decline in smartphone sales for Q3 2025, with overall performance for the year expected to remain flat [6][7]. - The average battery capacity of Chinese smartphones is the highest globally, with an 11% year-on-year increase noted in May 2025 [6].
「刚买的iPhone 16 Pro成绝版?」苹果客服回应
36氪· 2025-09-12 09:43
Core Viewpoint - Apple has removed the iPhone 16 Pro series from its official website, sparking discussions on social media about the implications for the new iPhone 17 series and consumer reactions [4][6]. Group 1: Product Launch and Pricing - Apple introduced new products including iPhone 17, iPhone 17 Pro, and iPhone Air, with prices ranging from 5,999 yuan to 17,999 yuan [5]. - The iPhone 16 series is now limited to the standard 16 and 16e models, while the Pro series has been completely removed from sale [6]. Group 2: Consumer Reactions - The removal of the iPhone 16 Pro series has led to various reactions from consumers, with some questioning if the new iPhone 17 Pro Max will not sell well, and others expressing regret over recent purchases of the 16 Pro [7]. - There has been a noticeable increase in the search volume for the iPhone 16 Pro on second-hand platforms like Xianyu, indicating a surge in interest for the now discontinued model [8]. Group 3: Customer Service Insights - An Apple customer service representative indicated that older models are typically removed from sale when new products are launched, but suggested that consumers might still find stock in physical stores or on platforms like Tmall [10]. - The representative also mentioned that there are no current government subsidies available on the Apple website, but consumers can benefit from trade-in discounts and interest-free installment plans [10].
7款产品将停售?苹果客服回应
Di Yi Cai Jing Zi Xun· 2025-08-27 05:17
Core Viewpoint - Apple is rumored to discontinue seven products following the release of new models, specifically the iPhone 16 series, which has sparked significant discussion in the market [2]. Group 1 - Historically, Apple has removed previous Pro series models from its website after launching new ones, such as the iPhone 15 Pro series being taken down after the iPhone 16 series launch [2]. - Apple customer service confirmed that while this has been the case in previous years, there has been no official notification regarding the discontinuation of old models after the upcoming product launch [2]. - Customers are advised to wait for the live event on September 10 for official updates on whether older models will be discontinued and are informed that if the iPhone 16 Pro series is indeed removed, they can still purchase it through third-party channels [2].
7款产品将停售?苹果客服回应
第一财经· 2025-08-27 05:04
Core Viewpoint - Apple is expected to discontinue seven products, which has sparked significant discussion in the market [2] Group 1 - Historically, Apple has removed previous Pro series models from its website following the launch of new iPhone series, such as the 15 Pro series after the 16 series launch [2] - Apple customer service confirmed that while this has been the case in previous years, there has been no official notification regarding the discontinuation of old models after the upcoming product launch [2] - Customers are advised to wait for the live event on September 10 for official updates on whether older models will be discontinued and can consider purchasing from third-party channels if necessary [2]
深度再回顾,散热行业深度报告
2025-08-05 03:20
Summary of the Conference Call on the Heat Dissipation Industry Industry Overview - The heat dissipation industry is experiencing significant growth driven by the surge in AI mobile demand, leading to an increase in the application of vapor chamber (VC) heat spreaders, with larger areas being adopted to enhance heat dissipation efficiency [1][20] - Key players in the VC heat spreader market include Samsung and Xiaomi, who have implemented larger VC heat spreaders in their devices [1][8] Core Insights and Arguments - The demand for heat dissipation materials is rising due to increased power consumption from AI applications in smartphones, PCs, glasses, servers, and automobiles [2][20] - The transition from traditional thermal interface materials (TIM) to more advanced solutions like graphite films and VC heat spreaders is evident, with high-end smartphones utilizing a combination of these materials [2][4] - The market for graphite materials is benefiting from the increase in domestic production rates and cost reductions, with companies like Siquan and Zhongshi seeing positive impacts [1][10] - The overall heat dissipation industry is gaining attention, with expectations for new devices from North American clients to feature VC heat spreaders in the latter half of the year [2][20] Company-Specific Developments - **Suzhou Tianmai**: - Core business focuses on VC wafers, accounting for over 60% of revenue, with high gross and net profit margins [1][12] - The company employs a small-batch, multi-batch production model to cater to diverse design needs [1][13] - **Lingyi Zhizao**: - Successfully bound to major North American clients, expanding into humanoid robots, foldable screens, and AI glasses [1][11] - Anticipates continued growth in high-end smartphone VC product shipments [1][11] - **Feirongda**: - Specializes in electromagnetic shielding and thermal materials, with a growing contribution from data center and base station products [1][14] - Experienced a recovery in profitability since 2023, maintaining good relationships with domestic and international clients [1][14] - **Zhongshi Technology**: - Entered the North American supply chain, with significant growth expected in 2024, primarily from graphite materials and die-cutting processes [1][15] - Progressing well in optical modules and servers, with deep ties to overseas clients [1][15] - **Siyuan New Materials**: - Achieved significant revenue growth in 2024 after successfully breaking into the North American market [1][16] - **Jieban Technology**: - Focuses on providing structural and functional components for North American clients, with a successful acquisition enhancing its capabilities [1][19] Emerging Trends and Innovations - The evolution of heat dissipation technology is marked by a shift from traditional solutions to ultra-thin VC heat spreaders to meet the demands for lightweight and high-performance designs [2][7] - The automotive sector is seeing increased demand for new heat dissipation materials due to enhanced computing power in smart driving systems [2][6] - The industry is expected to see a rise in the use of multi-layer or thicker graphite structures to meet higher heat dissipation needs [1][10] Conclusion - The heat dissipation industry is poised for growth, driven by AI advancements and increasing performance requirements across various sectors, including smartphones, PCs, and automotive applications [2][20] - Companies within the industry are actively adapting to these changes, positioning themselves for future opportunities as demand for innovative heat management solutions continues to rise [2][21]
湾财周报 大事 大疆与影石的新战事;英伟达被约谈
Nan Fang Du Shi Bao· 2025-08-03 12:14
Group 1: National Development and Reform Commission - The National Development and Reform Commission (NDRC) is conducting cost investigations in industries with significant "involution" competition to address issues of low-price disorder [1] - The NDRC aims to revise pricing laws and enhance policy communication to encourage companies to self-regulate their pricing behaviors [1] Group 2: Real Estate Market - Li Ka-shing's CK Asset Holdings is selling 400 properties in the Greater Bay Area starting from a total price of 400,000 HKD, attracting interest from Hong Kong buyers [2][4] - The price of the Huizhou Longpo Garden has dropped over 30% compared to the average price in 2020, making it a focal point for buyers [2] Group 3: Automotive Industry - Changan Automobile Group was established in just 56 days, aiming to become a top ten global automotive manufacturer by 2030, with a target of producing 5 million vehicles, including over 60% in new energy vehicles [5] Group 4: Technology Sector - Nvidia was summoned by the National Cyberspace Administration of China regarding security risks associated with its H20 chip, highlighting concerns over network and data security for Chinese users [4] Group 5: Consumer Electronics - Apple reported a record revenue of 94.04 billion USD for Q3 of fiscal year 2025, with a 10% year-on-year increase, driven by a 4% growth in revenue from the Greater China region [6] - The increase in sales is attributed to the implementation of national subsidies and significant price reductions on the iPhone 16 Pro series [6] Group 6: Duty-Free Retail - China Duty Free Group reported a 9.96% decline in revenue to 28.151 billion CNY and a 20.81% drop in net profit for the first half of 2025, despite an increase in market share in the Hainan duty-free market [7] - The upcoming full closure of Hainan Free Trade Port in December 2025 is expected to provide policy benefits and opportunities for the company [7] Group 7: Corporate Financing - Shenzhen Metro Group has provided Vanke with over 8.69 billion CNY in loans this year, bringing the total loans to over 22.6 billion CNY [8] Group 8: Competitive Landscape in Imaging Technology - DJI launched its first panoramic camera, the Osmo 360 8K, indicating a strategic move into the panoramic imaging market, which is currently dominated by Insta360 [8] - Insta360 is also entering the market with plans to release the world's first panoramic drone, intensifying competition between the two companies [8]
苹果公司季度收入同比激增10% 创2021年末以来最大增幅
Huan Qiu Wang· 2025-08-01 03:46
Core Insights - Apple reported a total revenue of $98 billion for Q3 of FY2025, marking a 10% year-over-year increase, the largest quarterly revenue growth since Q1 of FY2022 [1] - The strong performance exceeded Wall Street expectations, leading to a more than 3% increase in stock price and a market capitalization surpassing $3.5 trillion [1] Revenue Drivers - iPhone revenue grew by 5% to $47 billion, driven by strong demand for the high-end iPhone 16 Pro series, particularly in emerging markets like India and Southeast Asia, where sales doubled [1] - The company successfully mitigated the impact of extended consumer upgrade cycles through trade-in subsidies and carrier contract incentives [1] - Service revenue surged by 14% to $24 billion, reaching a new historical high, with Apple Music and iCloud+ surpassing 1 billion subscribers and App Store in-app purchase revenue increasing by 12% [1] - AI-driven personalized recommendation features improved service segment user retention rates to 85% [1] Performance of Other Segments - Mac revenue increased by 20% to $8.5 billion, attributed to the strong sales of the new MacBook Air featuring the M4 chip [2] - iPad revenue rose by 18% to $7 billion, with a notable 30% year-over-year increase in purchases from the education sector [2] - Revenue from Greater China reached $17 billion, reflecting a 7% year-over-year growth, ending a streak of four consecutive quarters of decline [2]
赛道Hyper | 苹果加入国补:两次大比分超越竞对
Hua Er Jie Jian Wen· 2025-06-04 02:39
Core Insights - Apple achieved a 25.9% market share in China's smartphone market during the 21st week of 2025, marking a significant increase from 21.5% in the previous week, and setting a new three-year high for weekly market share [1] - The iPhone 16 Pro series saw activation numbers exceed 800,000 units, a 150% increase compared to pre-price reduction levels, with the 128GB version priced at 5,499 yuan after subsidies, making it the cheapest Pro model in Apple's history [1][2] - Apple's strategy of participating in the government-led "smart terminal subsidy plan" has been a key driver behind this sales surge [1] Market Competition - OPPO ranked second with a 14.9% market share, followed closely by Huawei at 14.8%, while Xiaomi and vivo held 14.6% and 14% respectively [1] - The price reduction strategy for the iPhone 16 Pro series has altered the competitive landscape, allowing Apple to match or undercut the prices of domestic flagship models [3] - Sales of the iPhone 16 Pro series surged by 150% in the two weeks following the subsidy announcement, with some colors experiencing stock shortages [3] Strategic Adjustments - Apple's approach signifies a new phase of "high-end price wars" in the Chinese smartphone market, combining inventory clearance and market share preservation strategies [4] - The anticipated early release of the iPhone 17 series in August aims to maintain market momentum [4] - Domestic brands must balance technological innovation and price competition to remain competitive, with Huawei, Xiaomi, vivo, and Honor all needing to demonstrate significant breakthroughs in the next 6-12 months [4][9] Supply Chain Dynamics - Apple announced a shift of iPhone production capacity to India, with plans to produce 30 million units annually by 2025, although China will still handle the initial launch production [5][6] - The long-term implications of this shift may alter the global supply chain landscape [6] Policy Considerations - The sustainability of the government subsidy policy remains a variable, with the "smart terminal subsidy plan" set to expire at the end of 2025 [7][8] - If the subsidy policy weakens, Apple will need to seek new growth points through product strength [8] - The push for "domestic substitution" by the Chinese government may pose challenges for Apple, particularly regarding its reliance on imported chips [8]
苹果概念股冲高回落,关税缓和叠加业绩向好能否估值修复
Di Yi Cai Jing· 2025-05-15 10:05
Core Viewpoint - The recent volatility in Apple's supply chain stocks is driven by a combination of easing US-China tariff policies and Apple's aggressive pricing strategies, alongside mixed market sentiment regarding future performance [1][3][9]. Market Performance - On May 12, the Apple concept index (BK0666) closed at 2985.77 points, with a single-day increase of 2.91%. Notable stocks like LeChuang Technology surged by 22%, while several others exceeded 10% gains [2]. - However, by May 15, the index fell to 2911 points, indicating a decline from the previous highs, with many stocks in the Hong Kong market also experiencing significant drops [2]. Factors Influencing Volatility - The fluctuations in stock prices are attributed to two main factors: the recent US-China tariff adjustments and Apple's price reductions on its products. The US has announced a temporary suspension of certain tariffs, which is seen as a positive development for the supply chain [3][4]. - Apple's recent price cuts, particularly on the iPhone 16 Pro series, have seen reductions of up to 2500 yuan, with discounts exceeding 30% in some cases [4]. Financial Performance of Key Suppliers - Apple's financial results for Q2 of the 2024-2025 fiscal year showed revenues of $95.4 billion, a 5% year-over-year increase, and a net profit of $24.78 billion, up 4.84% [6]. - Key suppliers such as GoerTek, Lens Technology, and Luxshare Precision reported mixed results for Q1 2025, with revenues of 16.30 billion yuan, 17.06 billion yuan, and 61.79 billion yuan respectively, showing year-over-year growth rates of -15.57%, 10.10%, and 17.90% [7][8]. Future Outlook - Analysts suggest that the Apple supply chain may have room for recovery, driven by easing tariffs and low valuations, alongside anticipated product innovations from Apple in the coming years [9]. - Expectations are set for a new wave of product launches, including foldable screens and AI glasses, which could invigorate the supply chain and lead to an upward trend in related companies [9].