Omdia 报告 2025Q4 全球手机出货量：苹果占 25%、三星 18%

IT之家01-15

IT之家 1 月 15 日消息，市场调查机构 Omdia 昨日（1 月 14 日）发布博文，报告称 2025 年第 4 季度全球智能手机市场出货量同比增长 4%，苹果凭借 iPhone 17 系列的热销，以 25% 的市场份额创下第四季度历史新高，并连续第三年蝉联年度全球销量冠军。Omdia 首席分析师 Sanyam Chaurasia 指出，主要归功于 iPhone 17 系列的强劲需求以及旧款...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115072452a4c4ded8&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 1 月 15 日消息，市场调查机构 Omdia 昨日（1 月 14 日）发布博文，报告称 2025 年第 4 季度全球智能手机市场出货量同比增长 4%，苹果凭借 iPhone 17 系列的热销，以 25% 的市场份额创下第四季度历史新高，并连续第三年蝉联年度全球销量冠军。Omdia 首席分析师 Sanyam Chaurasia 指出，主要归功于 iPhone 17 系列的强劲需求以及旧款...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115072452a4c4ded8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2065170008.USD","symbol_name":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) 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系列的强劲需求以及旧款机型的持续热销，苹果在 2025 年第 4 季度创下历史最高出货量。Omdia 高级分析师 Runar Bjrhovde 警告称，内存成本上升和供应短缺已开始限制市场的进一步增长。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0238689110.USD":"贝莱德环球动力股票基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4559":"巴菲特持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0072462426.USD":"贝莱德全球配置 A2","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","BK4550":"红杉资本持仓","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) 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2%。市场呈现出“前低后高”的复苏态势，下半年的增长主要得益于新兴经济体的爆发及旗舰新品的良好反响。不过，复苏之路并非坦途。Omdia 高级分析师 Runar Bjørhovde 警告称，内存成本上升和供应短缺已开始限制市场的进一步增长。特别是 LPDDR4 和 LPDDR5 规格的 DRAM 供应紧张，正成为制约行业发展的关键因素。面对半导体成本上涨和换机周期延长的双重挑战，智能手机厂商正重塑 2026 年的经营策略。Sanyam Chaurasia 分析认为，厂商将通过精简产品配置、通过以旧换新和生态系统捆绑服务来支撑更高的售价。同时，行业整合已初现端倪，realme 并入 OPPO 便是典型案例。未来，厂商将更注重定价纪律与运营效率，利用规模效应来抵御成本压力，以在“后半场”竞争中保持优势。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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