相信有不少差友在买手机的时候，会趁着新一代的发布，直接抄底买上一代，认为这是 " 花小钱办大事 " 的终极省钱妙招。 毕竟旧手机在硬件参数和外围配置差不太多的同时，到手价基本都能打对折了，表面上看性价比拉满。 但实际情况可能真没有大家想得这么美好。 这也是托尼今天想跟各位聊的事情 —— 厂商们的 " OTA 阉割 "。也就是，明明硬件上支持的功能，但却因为各种原因，软件上不适配，就导致用户的实际体验并不好。 这里面，既有厂商们划分不同机型的定位，保证功能独占的主动 " 阉割 "；也有为了旧机型的稳定性，对系统功能做的刻意限制；更多的情况，则是安卓 阵营 " 机海战术 " 的后遗症，机型多更新慢。 要说最经典的案例，可能就是前几年十分流行的 " 谷歌相机 "：安卓厂商对于入门级千元机的相机优化不上心，基本上没有影像算法可言。用户就自己安 装魔改的谷歌相机，白嫖谷歌的 HDR+ 算法，最后让千元机的成像素质直接原地飙升。 还有就是在刚发布时，小米 12S 系列独占的徕卡联名，结果相机安装包泄露，非联名的小米机型也能有徕卡水印和徕卡专属影调。。。 但不管是上面的哪种情况，对于用户来说，结果都是一样的。 因为 " O ...

Core Insights - The high-end smartphone market in China is perceived to be dominated by Huawei, but recent data shows that Xiaomi is performing comparably in this segment [1][4] - As of June 1, the activation data indicates that both Huawei Mate70 series and Xiaomi 15 series have sold 4.98 million units each, with Vivo X200 series at 3.37 million and OPPO Find X8 series at 0.27 million [2] - The recent sales performance has surprised many Huawei fans, as they expected Huawei to lead in the high-end market against Xiaomi [4][6] Sales Performance - Huawei Mate70 series has a cumulative sales figure of 4.98 million units, matching Xiaomi 15 series [2] - The sales gap between Huawei and Xiaomi is minimal, with Huawei only surpassing Xiaomi by 200 units, indicating a very close competition [6][7] - Xiaomi had a lead of over 200,000 units until May, but Huawei's supply chain stabilization has allowed it to catch up [4][6] Supply Chain and Market Dynamics - Huawei's sales have been impacted by long-term supply shortages, particularly for its high-demand Pro and Pro+ versions of the Mate70 series [7] - The lifecycle of Huawei's flagship devices is approximately 1.5 to 2 years, while Android flagships typically have a shorter lifecycle of 6 months to 1 year [9] - The stabilization of Huawei's supply chain is expected to enhance its sales performance in the long run, despite short-term fluctuations [6][9] Future Outlook - Xiaomi's recent performance in the high-end market is seen as a significant achievement, marking the first time it has led Huawei in flagship sales for an extended period [11] - With the upcoming release of Xiaomi's self-developed processor, the company is expected to increase its flagship iteration speed and product offerings, potentially allowing it to compete more effectively with Huawei [11]

2010年前后，中国手机曾有过一轮集体出海的经历，以性价比进行饱和式攻击是当时的主要策略，从东南亚到非洲，从欧 洲到拉美，中国手机所到之处将当地市场都卷成了国内的模样。 当时间的车轮行进到2025年，中国手机完成了从初露锋芒到笑傲江湖的进化，在国内市场进入成熟期行业语境下，在华为 强势回归的竞争态势下，手机厂商们又掀起了一股出海的高潮，这次出海，寻找更高成长性成为新的命题。 01 华为回归 手机行业保持低位增长已经持续多年，只有中国市场属于例外，在折叠屏、鸿蒙等技术革新与消费补贴政策的推动下，中 国手机品牌整体增长高于全球平均。 根据IDC最新发布的报告，2025 年第一季度中国智能手机市场出货量为7160万部，同比增长3.3%，优于全球1.5%的增长。 其中，华为的表现尤为亮眼，去年华为的出货量就暴增了37%，重回市场第二（华为内部宣称重回第一），vivo以17%的份 额登顶，荣耀跌至第五。 到了今年的第一季度，小米的出货量飙升了40%，达到1330万部，在近十年后重夺榜首，华为紧随其后，也有着10%的增 长，市场份额达到18%。 | | | | 2025年第一季度中国前五大智能手机厂商 -- 出货量、市场 ...

"6·18"大促来袭，iPhone 16系列降价再度引发外界关注。 近日，苹果手机将降价1000元的消息引发了市场关注。有媒体报道称，苹果向渠道商下发了调价通知， iPhone 16 Pro和iPhone 16 Pro Max所有容量版本降价超千元。渠道商称，苹果此次调价是在为即将到来 的"6·18"大促做准备。 5月13日，《中国经营报》记者以消费者身份咨询了苹果官网客服，对方表示，暂时未接到近期降价通 知。 相比苹果官方直营渠道，苹果授权店在定价上相对比较灵活，而在广东、福建等多家苹果授权经销门 店，包括iPhone 16 Pro、iPhone 16 Pro Max、iPhone 16、iPhone 16 Plus在内的机型已普遍下调价格。 在一家SUNION苹果授权专卖店内，有店员对记者表示，iPhone 16系列近期有不同程度降价。例如，店 内的iPhone 16 Pro起售价为6499元；iPhone 16 Pro Max起售价为8599元；标准版iPhone 16与Plus版本起 售价分别为4999元和5599元。目前iPhone 16 Pro和iPhone 16 Pro Max的价格与官网相比分 ...

Core Insights - The smartphone industry is undergoing an AI revolution, with manufacturers increasingly integrating AI features into their new products, marking a shift from traditional hardware innovation to AI-driven functionalities [2][5][14] - IDC forecasts a dramatic increase in AI smartphone shipments in China, with a year-on-year growth of 591% in 2024, and a penetration rate rising from 3% in 2023 to 22% [4] - The competition among smartphone manufacturers is shifting from hardware specifications to AI capabilities, emphasizing the need for end-to-end AI design from chips to operating systems [8][13] Group 1: Industry Trends - The AI smartphone market is expected to reach 1.18 billion units by 2025, accounting for 40.7% of the overall market [4] - High-end smartphones priced above $600 are projected to exceed 30.9% of the market share, with AI features contributing 75% of their premium pricing [4] - The average replacement cycle for smartphones has extended to 51 months, prompting manufacturers to focus on AI to drive consumer upgrades [5] Group 2: Technological Developments - The new generation of smartphones must feature advanced AI capabilities, including large model computing power, system-level AI integration, and proactive service in various scenarios [8][16] - AI's impact on imaging technology is significant, with innovations allowing for real-time analysis and optimization of images, enhancing capabilities beyond traditional photography [10][11] - The relationship between hardware manufacturers and AI developers is evolving, with companies like Qualcomm and Huawei creating ecosystems that support AI development and deployment [17][22] Group 3: Competitive Landscape - Major smartphone manufacturers are divided into three camps: Apple, Huawei, and an open ecosystem represented by brands like Xiaomi and Honor, each pursuing different AI strategies [20][22] - Huawei is positioned to lead in the AI smartphone market due to its strong R&D investment and technological capabilities in AI chipsets and cloud collaboration [22][23] - The future of smartphones may not solely rely on traditional devices, raising questions about the evolution of AI-native smart devices beyond current smartphones [23][24]