【芯闻前沿】2025年全球智能手机出货量达到12.5亿部，苹果创纪录！

物理微电子前沿...01-31

根据市场研究机构Omdia的最新报告显示，2025年全球智能手机出货量同比增长约2%，达到12.5亿部，这是自2021年以来的年度最高水平。尽管整体实现增长，但行业内部呈现出明显的结构性分化与成本压力挑战。此外，中国大陆市场表现略有下滑，而关键供应链成本上涨也被视作2026年市场预期走弱的重要因素。一、全球出货量稳步回升，品牌竞争格局趋稳2025年全球智能手机市场呈现“前低后高”的复苏态势，总...

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Apple!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPX":0.6,"AAPB":0.6,"MACW.SI":0.6,"AAPU":0.6,"AAPY":0.6,"AAPW":0.6,"AAPL":1.91,"APLY":0.6,"AAPD":0.6},"content_text":"根据市场研究机构Omdia的最新报告显示，2025年全球智能手机出货量同比增长约2%，达到12.5亿部，这是自2021年以来的年度最高水平。尽管整体实现增长，但行业内部呈现出明显的结构性分化与成本压力挑战。此外，中国大陆市场表现略有下滑，而关键供应链成本上涨也被视作2026年市场预期走弱的重要因素。一、全球出货量稳步回升，品牌竞争格局趋稳2025年全球智能手机市场呈现“前低后高”的复苏态势，总出货量约12.5亿部，同比增长2%，为2021年以来的最高水平。Omdia指出，这一增长主要受到换机需求、节日消费季节性拉动以及头部厂商表现优异的推动。在品牌格局方面，苹果凭借iPhone系列的强劲销量继续领先全球市场。其全年出货量同比增长约7%，达到约2.406亿部，并连续第三年稳居全球出货量冠军。这一增长一部分来自高端系列如iPhone 17的市场表现，特别是在中国大陆等重点市场需求强劲。紧随其后的是三星，其2025年出货量也实现了一定增长，终止了此前数年的下滑趋势。其他品牌如小米、vivo和OPPO在不同细分市场的表现有所不同，但整体仍维持在全球出货排行前列。二、大中华区略显分化：中国市场走弱尽管全球总体出货量实现增长，但各地区表现不均衡。报告指出，除大中华区外的其他主要区域均实现同比增长，而中国大陆市场略有下降，主要归因于当地国家补贴政策的激励效应不及预期。IDC的数据显示，2025年中国智能手机市场全年出货量约为2.85亿部，同比下降约0.6%。这一数据在全球高增长背景下显得略为逊色，也凸显出中国市场在短期内仍面临增长乏力的挑战。中国市场的疲弱也与多重因素交织有关，包括国内经济增速放缓、消费者换机周期延长，以及在高端机型外的中低端需求相对疲弱。这些变量使得中国市场在全球范围内略显落后于其他地区的增长节奏。三、成本上涨压力显现：关键零部件短缺正在传导尽管2025年全球智能手机出货量实现增长，不过业界也警告说，关键组件成本上行正开始抑制2026年的市场预期。随着AI推动的存储芯片需求旺盛，内存和NAND等存储器件价格大幅上涨，这一趋势正在向智能手机行业传导。市场还传出消息称，存储成本的持续上涨不仅推高手机制造成本，也可能导致整机平均售价上行，进而压制消费需求，特别是在价格敏感型中低端市场。Counterpoint Research等机构预计，2026年部分关键零部件价格仍将持续高位，可能对出货量增长产生不利影响。与此同时，Omdia与IDC的季度数据都显示，尽管第四季度出货量同比增长4%，但成本压力已经开始显现，对厂商的定价策略、库存管理和产能调配提出了更高挑战。源自：整理自网络，仅用于交流学习，侵删推荐阅读卡脖子技术之1————国内外光刻机水平差距介绍大幅提升速率的5G的关键性技术原理竟然这么简单！看完你就懂了5G网络为什么这么快？看完你就懂了中国芯片行业急缺 30 万人才，为什么大学毕业生八成以上却在转行？全球首发！中国电科38所毫米波芯片刷新记录！突发！中国购EUV光刻机，美国使坏！关注物理微电子前沿科普获取更多有价值的前沿芯闻和科普喜欢的朋友，欢迎转发！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","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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