智通财经APP获悉，根据TrendForce集邦咨询最新调查，下半年手机市场迎来传统旺季，加上品牌陆续发布新机，推升2025年第三季全球智能手机生产数 季增9%、年增7%，达3.28亿支，季节性生产动能明显增强。 Apple(AAPL.US)第三季手机产量约为5,700万支，创历年第三季最高，居第二名。其iPhone 17基本款"价格持平、容量升级"的策略成功，Pro系列外观辨识 度升级亦有助拉货。 Xiaomi(小米，含Redmi、POCO) TrendForce集邦咨询表示，第四季各旗舰品牌陆续发布新机，且有全球电商促销备货带动，需求获得支撑。然存储器供应紧缩、价格上升，低阶手机的获 利空间将先被压缩，恐抵销部分增长动能。TrendForce集邦咨询对2025年全年智能手机产量预测为年增1.6%，不排除受存储器影响再度下调全年预测。 观察2025年全球主要智能手机销售区域表现，中国市场的补贴政策第一季明显拉抬消费，预估全年销售将微幅年增2%，以23%市占稳居最大消费市场。 印度以13%的市占名列第二，受惠需求回温，年销量将成长2%。第三大消费市场为北美，上半年品牌提前备货，下半年需求已放缓，预估全年销售将 ...

Core Insights - The global smartphone production is expected to increase by 9% quarter-over-quarter and 7% year-over-year in Q3 2025, reaching 328 million units, driven by seasonal demand and new product launches [2] - Despite the growth, the tightening supply and rising prices of memory components may compress profit margins for low-end smartphones, potentially offsetting some growth momentum [2] - The overall smartphone production forecast for 2025 is projected to grow by 1.6% year-over-year, with a possibility of downward revision due to memory supply issues [2] Regional Market Performance - In China, the subsidy policy significantly boosted consumption in Q1, with an estimated annual sales growth of 2%, maintaining a 23% market share as the largest consumer market [2] - India ranks second with a 13% market share, benefiting from recovering demand, with an expected annual sales growth of 2% [2] - North America, the third-largest consumer market, is projected to see a 1% decline in annual sales due to a slowdown in demand after preemptive stocking by brands in the first half of the year, holding an 11% market share [2] Brand Production Rankings - Samsung leads with a production of approximately 63 million units, an 8% increase quarter-over-quarter, maintaining a 19% market share [3][5] - Apple follows with a production of about 57 million units, marking the highest production for Q3 in its history, benefiting from successful pricing and capacity upgrades of the iPhone 17 [3][6] - Xiaomi ranks third with nearly 45 million units produced, a 6% quarter-over-quarter increase, driven by new product launches and festive season stocking [3][7] - OPPO, in fourth place, produced around 40 million units, an 8% increase, supported by sales recovery in India, Southeast Asia, and Latin America [3][8] - Transsion ranks fifth with over 29 million units produced, a 9% increase, primarily driven by emerging markets in Africa and Asia [3][9] - Vivo, in sixth place, produced approximately 28 million units, with a growth of over 8%, aided by demand for mid-to-high-end models [3][10]