2025-Q3全球智能手机市场分析报告-Counterpoint Research-106页

Counterpoint Quarterly – Smartphones Q3 2025 October 2025 Copyright © Counterpoint Research All rights reserved AI + XR 360 Summit on November 17, 2025 REGISTER HERE Event Overview Counterpoint Research will host the AI + XR 360 Summit on November 17 at the Santa Clara Convention Center in Silicon Valley, California. This in-person event will bring together leading analysts and companies in the fields of Artificial Intelligence, Smart Glasses and Augmented Reality to discuss how these disruptive technologies will create new opportunities in the consumer and enterprise markets. What We'll Cover • How will silicon roadmaps and partnerships adapt as AI workloads shift rapidly from the cloud to the edge, and who will capture the new forms of value? • What breakthroughs in processing, memory, interconnect, and energy management are needed to remain competitive in the trillion-dollar ambient device economy? • As platform giants and global disruptors rewrite the rules for on-device intelligence, how will your business model, IP strategy, and geographic footprint keep you ahead? • What display breakthroughs — or paradigm shifts in immersive experience — will finally make extended reality devices indispensable in our daily lives, and how close are we to crossing that threshold? • What advances in AI-powered image rendering, personalization, or context awareness will finally bring mass adoption of next-generation displays, and which companies are leading that charge? • How will advances in near-eye displays, holographic optics, and AI-driven rendering redefine the boundaries of human-computer interaction, and what new markets or experiences will emerge as a result? • How will breakthroughs in machine learning, real-time analytics, and neural rendering redefine what display technology can do in terms of unlocking new interactions, user experiences, and business models no one imagined before? Contents AI + XR 360 Summit on November 17, 2025 ......................................................................................................... 2 Global Smartphone ASP to Reach $412 in 2029 from $370 in 2025 ................................................................. 5 5G Share in Vietnam’s Smartphone Shipments Reaches 50% in Q2 2025 ....................................................... 8 Latin America Smartphone Shipments Rise 4% in Q2 2025 Despite Adverse Economic Conditions ......... 10 China Smartphone Sales Decline 2% YoY in First 8 Weeks of Q3 2025 as Market Takes Breather ............ 12 Transsion Maintains MEA Leadership, Fuels Global Growth with Smartphone Premium Push and Business Diversification ......................................................................................................................................... 14 Apple’s Sept 2025 Event: A New Era for iPhones, Apple Watches ................................................................... 17 Europe...