--- title: "Canalys: Huawei regained the crown of the Chinese smartphone market in the second quarter, while Apple fell to fifth place" description: "According to Canalys data, Huawei regained the top position in the Chinese smartphone market in the second quarter of 2025, with a shipment of 12.2 million units, a year-on-year increase of 15%. Apple" type: "news" locale: "en" url: "https://longbridge.com/en/news/250593759.md" published_at: "2025-07-29T12:09:03.000Z" --- # Canalys: Huawei regained the crown of the Chinese smartphone market in the second quarter, while Apple fell to fifth place > According to Canalys data, Huawei regained the top position in the Chinese smartphone market in the second quarter of 2025, with a shipment of 12.2 million units, a year-on-year increase of 15%. Apple ranked fifth with a shipment of 10.1 million units, a year-on-year increase of 4%. Vivo and OPPO ranked second and third, respectively, while Xiaomi ranked fourth. The overall market declined by 4% year-on-year due to weakened national subsidy policies. Canalys analysts predict that the smartphone market in mainland China is expected to achieve moderate growth for the entire year According to data from Canalys, Huawei regained the top spot in the Chinese smartphone market in the second quarter of 2025, while Apple Inc. (AAPL.US) ranked fifth. Huawei ranked first with a shipment of 12.2 million units, a year-on-year increase of 15%, capturing 18% of the market share. Vivo followed closely with a shipment of 11.8 million units, holding 17% of the market share. However, compared to its shipment of 13.1 million units in the second quarter of 2024, Vivo saw a year-on-year decline of 10%. Canalys analyst Lucas Zhong stated, "Huawei launched its first Nova 14 series equipped with the HarmonyOS 5.0 system. This move is expected to accelerate the expansion of its independent ecosystem user base while also raising higher demands for system compatibility and user experience." The report added that Vivo implemented a staggered release strategy with its new models X200, S30, and Y300 series to cover a broader customer base. OPPO (including OnePlus) ranked third with a shipment of 10.7 million units, capturing 16% of the market share. Xiaomi achieved year-on-year growth for the eighth consecutive quarter, ranking fourth with a shipment of 10.4 million units. The report noted that Xiaomi launched its self-developed chip XRing O1 in May, featured in its flagship models Xiaomi 15s Pro and Xiaomi Pad 7 Ultra, highlighting its long-term investment in independent research and development and high-end products. Apple ranked fifth with a shipment of 10.1 million units, a year-on-year increase of 4%. In the second quarter, Apple strategically adjusted the pricing of the new iPhone 16 series to boost demand for the shopping season, but the high pricing led to non-compliance with national subsidy standards, suppressing its initial growth momentum. The report further stated that as the stimulus effect of the national subsidy policy at the beginning of the year gradually weakens, the smartphone market in mainland China saw a year-on-year decline of 4% in the second quarter. Amber Liu, the business director of Canalys, stated that the smartphone market in mainland China is expected to achieve moderate growth for the year and is likely to surpass the global market in 2025. "In the second half of the year, as economic resilience becomes evident, consumer confidence is expected to continue to recover. Due to manufacturers adopting cautious channel strategies to avoid stockpiling during the subsidy wave, inventory levels remain healthy. The subsidy policy in the first half of the year has released a large amount of demand in advance, and manufacturers currently face the challenge of maintaining replacement momentum." ### Related Stocks - [AAPL.US - Apple](https://longbridge.com/en/quote/AAPL.US.md) - [HUAWEI.NA - Huawei](https://longbridge.com/en/quote/HUAWEI.NA.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 索羅斯逆市加碼微軟及 Nvidia 等科企 新買入黃金股 清倉 4 隻股份 | 索羅斯基金管理公司在 2022 年第四季度加大對微軟、英偉達和蘋果等大型科技股的投資,同時增持黃金股以對衝風險。基金還增持了 Atlassian、Salesforce 和 Uber 等軟體公司股票,但大幅減持了 Snowflake 和 Ci | [Link](https://longbridge.com/en/news/275990619.md) | | 股神巴菲特再現「神準」操作 亞馬遜急跌前大減倉 再沽蘋果美銀 買入一隻媒體股 | 股神巴菲特在卸任巴郡 CEO 後,繼續調整投資組合。根據 SEC 13F 文件,巴郡大幅減持亞馬遜 770 萬股,持倉減少 77%;同時出售約 5,080 萬股美國銀行和 1,030 萬股蘋果,連續第三季減持蘋果。巴郡首次增持傳統媒體股,購 | [Link](https://longbridge.com/en/news/276191227.md) | | Bey Douglas LLC 減少了其在蘋果公司 $AAPL 的股票持倉 | Bey Douglas LLC 在第三季度減少了對蘋果公司(NASDAQ:AAPL)21.0% 的持股,目前持有 21,365 股,價值約為 544 萬美元。這一減持使蘋果成為其投資組合中第七大持倉,佔其持有資產的 4.0%。其他機構投資者 | [Link](https://longbridge.com/en/news/276207627.md) | | 蘋果加速研發 AI 眼鏡、掛飾及攝像頭版 AirPods | 作為向人工智能驅動硬件轉型的一部分,蘋果公司正加速開發三款新型可穿戴設備,包括智能眼鏡、一款掛飾設備以及具備擴展 AI 功能的 AirPods。這些設備將圍繞 Siri 數字助理構建,並依靠具備不同功能的攝像頭系統,根據視覺語境執行操作。蘋 | [Link](https://longbridge.com/en/news/276167877.md) | | 為什麼蘋果現在悄然押注於視頻播客 | 蘋果正在將其播客策略從音頻轉向視頻,宣佈將在春季擴展 Apple Podcasts 以支持視頻內容。此次更新將為創作者提供新的發佈和廣告工具,使聽眾能夠在觀看和收聽之間無縫切換。這一舉措是在 YouTube 在美國播客消費中佔據領先地位的背 | [Link](https://longbridge.com/en/news/276076729.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.