vivo（不含iQOO）以970万台的出货量稳居市场第一，市场份额达20%。三星以680万台出货量和14%的 市场份额位列第二。小米(01810)以650万台的出货量略微领先OPPO（不含一加），排名第三，两者出 货量相当。苹果(AAPL.US)凭借来自低线城市的增量需求重返前五，出货量达490万台。 （原标题：Omdia：2025年第三季度印度智能手机市场同比增长3% 出货量达到4840万台） 智通财经APP获悉，Omdia最新研究数据显示，2025年第三季度，印度智能手机市场同比增长3%，出货 量达到4840万台。厂商为迎接高需求的节日季提前向渠道补货。本季度的温和增长主要受7月和8月新品 集中上市、零售促销激励，以及节日季提前带动库存流动等因素推动。 Chaurasia补充道："苹果在第三季度创下其在印度市场的历史最高出货量，市场份额达到10%。较小城 市的消费群体成为主要增长动力，受高端机型需求、积极的节日促销和更广泛的渠道覆盖推动。虽然折 扣促销带动的iPhone 16和15系列旧款机型贡献了主要出货量，但得益于iPhone 12至15庞大的用户基 数，iPhone 17标准版的销量也表现强劲。展望 ...

要点 Omdia最新研究数据显示，2025年第三季度，印度智能手机市场同比增长3%，出货量达到4840万台。厂商 为迎接高需求的节日季提前向渠道补货。本季度的温和增长主要受7月和8月新品集中上市、零售促销激 励，以及节日季提前带动库存流动等因素推动。 vivo（不含iQOO） 以970万台的出货量稳居市场第一，市场份额达20%。 三星 以680万台出货量和14%的市场 份额位列第二。 小米 以650万台的出货量略微领先 OPPO（不含一加） ，排名第三，两者出货量相当。 苹果 凭借来自低线城市的增量需求重返前五，出货量达490万台。 Omdia首席分析师Sanyam Chaurasia表示："在自然需求有限的情况下，第三季度的市场动能主要依靠以激励为 导向的渠道推动，而非纯粹的消费者需求复苏。厂商们将营销预算重新分配到高影响力的零售激励项目上，以 促进销售转化，这些激励措施包括按台奖金、分级利润、以及提供金币、摩托车、海外旅行等奖励的经销商竞 赛等。这些措施有效激励了分销商和零售商在节日前吸收更多库存。与此同时，厂商还加强了面向消费者的促 销方案，例如零首付分期、微分期计划、配件捆绑销售以及延保服务等，以进一 ...

Core Insights - The Indian smartphone market experienced a robust rebound in Q2 2025, with shipments and wholesale value increasing by 8% and 18% year-on-year, respectively, driven by a 33% increase in new product launches and effective marketing strategies during the summer promotional period [1][2] - The improvement in the macroeconomic environment, including a decrease in retail inflation to a six-year low and a reduction in the central bank's repo rate, has boosted consumer confidence and spending, creating favorable conditions for non-essential purchases [1] Market Performance - The ultra-premium segment (priced above 45,000 INR, approximately 510 USD) saw a remarkable year-on-year growth of 37%, making it the fastest-growing price segment, contributing to the highest average selling price (ASP) and value for the Indian smartphone market in Q2 [2] - Apple and Samsung capitalized on this trend through trade-in programs, zero-interest EMI options, and limited-time summer discounts, making flagship devices more accessible to consumers [2] Brand Performance - Vivo achieved a 23% year-on-year growth in Q2 2025, driven by strong demand for its Y and T series in the 10,000-15,000 INR (approximately 110-170 USD) price range, with the T series performing well in offline channels [5] - Samsung maintained its growth momentum in the mid-to-high-end segment, supported by aggressive summer promotions for its A and S series, as well as attention on its N-1 flagship model [5] - OPPO secured the third position in the market, benefiting from strong performance of its updated A5 and K series, product portfolio optimization, and enhanced retailer collaboration [5] Other Key Insights - Nothing achieved a remarkable 146% year-on-year growth in shipments, becoming the fastest-growing brand for six consecutive quarters, primarily due to the launch of the CMF Phone 2 Pro and expansion of its retail network [8] - Motorola's shipments grew by 86% year-on-year, driven by strong demand for its G and Edge series, while Lava became the fastest-growing brand in the sub-10,000 INR segment with a 156% year-on-year increase [8] - MediaTek led the Indian smartphone chip market with a 47% share, followed by Qualcomm at 31%, with both companies experiencing a year-on-year shipment growth of 28% [8] - The iPhone 16 emerged as the highest-selling model in Q2 2025, contributing to Apple's record second-quarter shipments in India [8] - OnePlus recorded a 75% year-on-year growth in the ultra-premium market, driven by the performance of its 13 and 13R series, along with positive reception for the newly launched 13s series [9]