2025“国补”政策对中国智能手机影响

20253月SaleSale-in2024年中国智能手机市场出货量实现触底反弹50.3279.047.0237.5223.911.2%50.3279.047.0237.5223.911.2%l3.3%44.4241.836.1289.65.1%48.114.758.83,8%3.2%13.263.210.858.510.758.19.762.1PRCsmartphoneshipments2020-2024（Units:M）mmAndroidmmiOSTotalYoY20202021202220232024PRCsmartphoneshipmentsAndroidiOSTotalYoY2023Q42024Q12024Q22024Q32024Q4 =lDCSource:IDCPRCMobilephoneTracker2024Q4©IDC|2SaleSale-out推动中国手机市场一改前两月颓势，销售量创近一年最高PRCsmartphonemarketsellouttrend,202401-202501（Units:M）mnUnits-0-YoYgrowth2025-012024-122024-112024-102024-092024-082024-072024-062024-052024-042024-032024-022024-012025-012024-122024-112024-102024-092024-082024-072024-062024-052024-042024-032024-022024-0124.2%-17.0%27.124.921.122.12.8%26.323.40.7%23.321.17.2%25.223.421.620.1%29.9“国补”推动今年春节三周销量相比去年春节增幅接近13%+12.9%+12.9%21.524.32024(01/29-02/18)2025(1/20-2/9) =lDCSource:IDCPRCMobilephoneTracker202501©IDC|3SaleSale-out“”“”PRCAndroidsmartphonemarketsharebypriceband(C20.6%22.5%48.4%37.3%2023202420259.9%8.6%7.8%9.3%20.3%41.1%PRCsmartphonevendorshareandYoYgrowth2025012024-012025-01Other-2.7%HonorApple2.5%23.0%VivoXiaomi51.1%Huawei35.8% =lDCSource:IDCPRCMobilephoneTracker202501©IDC|4SaleSale-in76747576703.8%“618”，通过增加优惠76747576703.8%“618”，通过增加优惠78-o-Growth2024Q4version2024Q42025Q12025Q22025Q32025Q42026Q1 =lDCSource:IDCPRCMobilephoneTracker2024Q4©IDC|5SaleSale-in%%3043022992860.5%0,%306305Unit2024Q4versionGrowth2024Q4version202420252026202720282029 =lDCS