智慧型手机 -市场占有率分析、产业趋势与统计、成长预测（2025-2030 年）

预计 2025 年智慧型手机市场规模为 15.7 亿美元，到 2030 年将达到 19.2 亿美元，预测期内（2025-2030 年）的复合年增长率为 4.1%。

可支配收入的增加、通讯基础设施的发展、廉价型智慧型手机的出现以及产品发布的不断增加等因素促进了亚洲国家智慧型手机市场的成长。

智慧型手机产业稳步发展，市场规模和机型数量不断扩大。根据BankMyCell预测，到2024年1月，全球行动电话用户数将达到69.3亿，占全球人口的85.74%。全球拥有智慧型手机或功能手机的人数为74.1亿，占全球人口的91.68%。

市场的主要企业正在建立策略伙伴关係，以改善他们的服务产品并保持竞争优势。 2024 年 1 月，Ncell 宣布与三星建立令人兴奋的合作关係，开放 Galaxy S24 系列智慧型手机的预订。作为合作的一部分，Ncell 将为其用户提供极具吸引力的配套服务和特殊设施。预订三星 Galaxy S24 系列智慧型手机的前 500 名客户将获得他们首选的 Ncell LUX 号码。

消费者对 5G 设备的兴趣日益浓厚。这就是为什么晶片製造商正在推动製造商在其新的智慧型手机产品线中加入 5G 晶片。

政府正在采取适当措施来发展和扩大该网络。例如，2023年2月，印度中央政府计画在印度各地建立100个工程实验室，为各领域开发5G应用程式。

此外，根据2023-24年提案预算，中央政府已拨款55.6亿印度卢比（6.8048亿美元）用于建立5G试验站。 2023 财年，通讯部远端资讯处理开发研究与发展中心将获得 55 亿印度卢比（6.7314 亿美元）的资金，而 2022-23 财年则为 50 亿印度卢比（6.1195 亿美元）。

新冠疫情严重扰乱了智慧型手机市场的供需平衡。中国是大多数此类设备和零件的全球製造地，全国范围的封锁对智慧型手机製造业产生了不利影响，导致发货延迟和下一代产品开发减弱。我们也看到供应商、工人和物流网络被切断。此外，由于疫情导致消费者减少奢侈品支出并专注于必需品，消费者对智慧型手机（尤其是高阶智慧型手机）的需求下降。

智慧型手机正在经历快速成长，原因有很多，包括产品成本下降、手机设计和功能的改进、全球行动电子邮件和浏览服务的扩展、4G 和 5G 网路技术的出现、行动通讯业者之间竞争加剧、以及作业系统的标准化和升级。

智慧型手机在冠状病毒大流行期间发挥了至关重要的作用，但即使在大流行消退之后，几乎所有政府服务、医疗保健、教育、金融服务等都转移到了线上，智慧型手机成为获取这些服务的更便捷、更实惠的途径。

智慧型手机市场趋势

Android作业系统预计将大幅成长

根据 StatCounter 2023 年 12 月发布的报告，Android 仍然是全球最受欢迎的行动作业系统，市场占有率为 70.48%，而 iOS 约为 28.8%。

此外，由于它要求开发人员了解 C++、Kotlin 和 Java 等语言，许多应用开发更喜欢使用 Android 作业系统来开发游戏/娱乐应用程式、社交媒体应用程式、行动公共产业应用程式和生活方式应用程式。此外，Google 还提供各种开发工具，如 Android Jetpack、Firebase 和 Android SDK，以协助开发人员建立直觉的介面。

此外，该平台还允许用户免费下载应用程式。然而，应用程式旨在提供应用程式内收费和应用程式内课程订阅，而 Google Play Store 的收益高于 Apple Store。

能源管理和智慧家庭产品等整合物联网 (IoT) 对高速资料连接的需求不断增长，预计将推动 5G 智慧型手机的普及。

2023年12月，POCO推出了支援5G的新系列POCO M6，提高了智慧型手机影像处理和高阶设计的标准。 POCO M6 5G 拥有 17.12 厘米（6.74 英寸）HD+萤幕大小，高 168 毫米，深 8.19 毫米，重 195 克，配备 50MP AI 双摄系统和 5MP前置相机。 POCO M6 5G 搭载联发科天玑 6100+八核心处理器。它配备 4GB RAM 和 128GB 储存空间，最高可扩充至 1TB。

亚太地区预计将占据主要市场占有率

亚太地区是智慧型手机的主要市场之一，主要得益于其高度新兴的通讯产业和庞大的基本客群。此外，该地区对行动网路的投资正在增加。印度、日本、澳洲、新加坡和韩国等国家正在加大对发展国内通讯市场的投资，也有望推动该地区市场的发展。

印度和印尼等新兴经济体对入门价格分布智慧型手机的需求不断增加，加上地方政府推动数位和行动经济，智慧型手机在农村地区的普及率不断提高，预计将推动该地区市场的发展。例如，「数位印度计划」是印度政府的旗舰计划，其主要目标是将印度转变为数位化社会。

印度已推出各种计划和激励措施来支持电子製造业。这些措施包括鼓励对电子价值链进行大规模投资、促进出口以及促进半导体生产的措施。

此外，印度政府在2023-2024年联邦预算中降低了智慧型手机零件的关税，以促进国内生产。就智慧型手机生产而言，这将带来更大的国内附加价值。由于「分阶段製造计画」等多项政府倡议，印度行动电话产量已从 2014-15 财年的 5,800 万部（约 1,890 亿印度卢比）成长至上一财年（2022-23 财年）的 3.1 亿部以上（2,750 亿印度卢比）。

智慧型手机市场的主要供应商正致力于扩大其产品组合併在全部区域推出新产品。例如，2023年10月，Google正式发表Pixel 8系列，一加发表首款折迭式OnePlus Open，Vivo发表Vivo V29系列，三星发表Galaxy S23 FE。

预计未来几年，城市人口的成长、消费者对行动装置使用意识的增强、AR 技术的快速整合以及Over-The-Top(OTT) 平台订阅量的不断增长将推动市场扩张。

在中国当地，智慧型手机普及率的提高和4G的普及推动了行动互联网使用量的激增，支持了该国在数位社会价值链中的发展。超过9.9亿人使用行动网路服务，预计到2025年这数字将增加2亿。

智慧型手机产业概况

智慧型手机市场高度整合，主要由三星、华为、苹果和小米等参与企业主导。

2024 年 1 月：苹果宣布将在印度班加罗尔开设新办事处。苹果是中央政府生产连结奖励计画的主要受益者。据报道，该公司 2023 年生产的 iPhone 价值将达到 1,000 亿印度卢比，成为印度智慧型手机製造商中价值最高的。苹果的供应合作伙伴富士康最近获得核准，投资 10 亿美元在班加罗尔坎佩戈达国际机场附近的多达巴拉普拉建造一座最先进的 iPhone 工厂。

2023 年 2 月：高通技术公司 (Qualcomm Technologies Inc.) 与三星电子合作，为 Galaxy S23 系列配备全球最快的骁龙处理器。高通技术公司宣布，其最新旗舰 Galaxy S23 系列将为全球 Galaxy 装置配备高阶骁龙 8 Gen 2 行动平台。全新 Snapdragon 8 Gen 2 设计加速了同类产品中最快的处理器效能，定义了互联运算的新标准。两家公司宣布推出 S23 系列，致力于透过其 Galaxy 旗舰设备提供最高品质的消费者体验。

其他福利

• Excel 格式的市场预测 (ME) 表
• 3个月的分析师支持

目录

第一章 引言

• 研究假设和市场定义
• 研究范围

第二章调查方法

第三章执行摘要

第四章 市场洞察

• 市场概览
• 产业吸引力-波特五力分析
  • 供应商的议价能力
  • 买家的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争对手之间的竞争强度
• 智慧型手机产业价值链分析
• 新冠疫情及其他宏观经济因素对市场的影响

第五章市场动态

• 市场驱动因素
  • 5G设备、服务与技术的出现
  • 新兴市场需求不断成长
• 市场限制
  • 需求停滞
• 市场机会
• 市场技术格局
  • 智慧型手机设备生命週期分析
    • 透过相关人员的生命週期
    • 分析整个设备生命週期中的关键相关人员痛点
• 技术蓝图分析

第六章市场区隔

• 按作业系统
  • Android
  • iOS
• 按地区
  • 北美洲
  • 欧洲
  • 中国
  • 亚洲
  • 澳洲和纽西兰
  • 拉丁美洲
  • 海湾合作委员会国家
  • 非洲

第七章竞争格局

• 公司简介
  • Samsung Electronics Co. Ltd
  • Huawei Technologies Co. Ltd
  • Apple Inc.
  • Xiaomi Corporation
  • 步步高电子股份有限公司（Vivo、Realme、Oppo、OnePlus）
  • Lenovo Group Limited
  • HTC Corporation
  • HMD Global Oy
  • Sony Corporation
  • ZTE Corporation
  • Google LLC

第 8 章供应商市场占有率

第九章 竞争基准化分析分析

第十章投资分析

第11章：投资分析市场的未来

The Smartphones Market size is estimated at USD 1.57 billion in 2025, and is expected to reach USD 1.92 billion by 2030, at a CAGR of 4.1% during the forecast period (2025-2030).

Factors such as increasing disposable income, the development of telecom infrastructure, the emergence of budget-centric smartphones, and an increasing number of product launches contribute to the smartphone market growth in Asian countries.

The smartphone industry has steadily developed and grown in market size and models. According to BankMyCell, by January 2024, there would be 6.93 billion mobile phone users worldwide, representing 85.74% of the world's population. The number of people who own a smart and feature phone is 7.41 billion, making up 91.68% of the world's population.

The key players in the market are involved in strategic partnerships to improve their service offerings and remain competitive. In January 2024, Ncell introduced an enticing collaboration with Samsung for the pre-order launch of the Galaxy S24 series smartphones. As part of that partnership, Ncell is offering its users attractive bundled services and special facilities exclusively. The Ncell LUX number of their choice will be available to the initial 500 customers who pre-book a Samsung Galaxy S24 series smartphone.

Consumer interest in 5G devices is growing. Thus, chipmakers are pushing manufacturers to include 5G chips in their new smartphone lineup.

The government is taking appropriate actions on network development and expansion. For instance, in February 2023, the Central Government of India planned to set up 100 laboratories in engineering institutes all over India to develop 5G applications for different sectors.

According to the budget documents for 2023-24, the Centre also provided INR 5.56 Crore (USD 680.48 Million) to set up a 5G test site. For the financial year 2023, the Centre for Development of Telematics and Research and Development of the Department of Telecommunications will receive INR 550 Crore (USD 673.14 Million), compared to INR 500 Crore (USD 611.95 Million) for the financial year 2022-23.

The COVID-19 pandemic severely disrupted the smartphone market's balance between supply and demand. Since China is the global manufacturing center for most of these devices and components, and with the nationwide lockdown, the smartphone manufacturing sector has been adversely hit by delayed shipments and weakened development of next-generation products. The country also witnessed being choked off by suppliers, workers, and logistics networks. Moreover, consumer demand for smartphones, especially in the premium segment, declined due to customers' tendency to cut down on luxury spending and focus on essentials due to the pandemic.

Smartphones are experiencing rapid growth due to various factors, such as lower product costs, improved handset design and functionality, the expansion of global mobile email and browsing services, the emergence of 4G and 5G network technologies, rising competition among mobile carriers, and the standardization and upgrading of operating systems.

Smartphones played an incredibly important role amid the widespread coronavirus pandemic, and this continued even after the pandemic was over, as almost all government services, health, education, financial services, and so on went online, with smartphones serving as a more accessible and more affordable gateway to access these services.

Smartphones Market Trends

Android Operating System is Expected to Grow Significantly

According to a StatCounter report released in December 2023, Android remained the world's most popular mobile operating system, with a market share of 70.48%, while iOS accounted for roughly 28.8%.

Furthermore, many application developers prefer Android OS to develop gaming/entertainment applications, social media applications, mobile utility applications, and lifestyle applications, as it requires the developers to know languages such as C++, Kotlin, and Java, among others. Moreover, Google also offers various development tools, such as Android Jetpack, Firebase, and AndroidSDK, to assist developers in building a user-intuitive interface.

Additionally, the platform allows users to download applications free of cost. However, the applications are designed to offer in-app purchases and in-app course subscriptions that have generated more revenue in Google Play Stores than in Apple Stores.

The increasing demand for high-speed data connectivity for integrated IoT (Internet of Things) applications, such as energy management and smart home products, is anticipated to propel the adoption of 5G smartphones.

In December 2023, POCO unveiled its new Series named POCO M6 with 5G support, which raises the bar for smartphone imaging and luxurious design. POCO M6 5G delivers a screen size of 17.12 cm (6.74 inches) HD+ display with a Mobile Height of 168 mm, Depth of 8.19 mm, and Weight of 195 g. POCO M6 5G packs with 50MP AI Dual-Camera System and 5MP Front Camera. POCO M6 5G powered by the MediaTek Dimensity 6100+ Octa Core Processor. The smartphone comes with 4GB RAM and 128GB Storage, which is expandable up to 1TB.

Asia-Pacific is Expected to Hold a Significant Market Share

Asia-Pacific is one of the significant markets for smartphones, primarily owing to the highly developing telecom sector and large customer base. Furthermore, the region is increasingly investing in the mobile network. Countries such as India, Japan, Australia, Singapore, and South Korea are increasingly investing in developing the domestic telecom market, which is also expected to drive the market in the region.

The demand for smartphones at the entry-level price points is expected to be driven by the increasing demand from the developing countries in the region, such as India and Indonesia, where smartphones are increasingly penetrating rural areas as local governments push for digital and mobile economies. For instance, the Digital India program is a flagship program of the Government of India primarily aimed at transforming the country into a digitally empowered society.

Various schemes and incentives have been implemented to support India's electronics manufacturing sector. These measures include incentives for significant investments in the electronics value chain, promotion of exports, and action to promote semiconductor production.

Further, the Government of India has reduced customs duties on parts of smartphones in the Union budget of 2023 to 2024 to boost local production; in the case of the production of smartphones, this will further increase domestic value addition. Mobile phone production in India had increased from 5.8 crore units valued at about INR 18,900 crore in 2014-15 to 31 crore units valued at over INR 2,75,000 crore in the last financial year (2022-23) because of various initiatives of the government, including the 'Phased Manufacturing program.'

The key vendors in the smartphone market are focusing on improving their product offerings and introducing new products across this region. For instance, in October 2023, Google launched the Pixel 8 Series, OnePlus launched its first foldable OnePlus Open, Vivo launched the Vivo V29 Series, and Samsung made the Galaxy S23 FE official.

The rise in the urban population, increased consumer awareness regarding mobile device usage, the surging integration of AR technology, and expanding over-the-top (OTT) platform subscriptions are expected to drive the market's expansion in the coming years.

In mainland China, rising smartphone adoption and the availability of 4G have resulted in a surge in mobile internet usage that supports the country's movement up the digital society value chain. More than 990 million people use mobile internet services, which is expected to increase by 200 million by 2025.

Smartphones Industry Overview

The smartphone market is highly consolidated, dominated by established players such as Samsung, Huawei, Apple, and Xiaomi. Most players launch new models with small technology changes such as battery power, camera configuration, and processor. Some of the recent developments are:

January 2024: Apple Inc. announced the opening of a brand-new office in Bengaluru, India. Apple is a major beneficiary of the central government's Production Linked Incentive Scheme. The company reportedly churned out iPhones worth INR 1 lakh crore in 2023, the highest for any smartphone maker in India. Apple's supply partner, Foxconn, recently got approval to invest USD 1 billion in its newest iPhone factory, which is coming up at Doddaballapura, near Bengaluru's Kempegowda International Airport.

February 2023: Qualcomm Technologies Inc. and Samsung Electronics partnered to bring the fastest Snapdragon to the Galaxy S23 series globally. Qualcomm Technologies, Inc. announced that the latest flagship Galaxy S23 series is powered by a premium Snapdragon 8 Gen 2 Mobile Platform for Galaxy worldwide. The new Snapdragon 8 Gen 2 design accelerates performance by making it the fastest processor in its class and defining a new standard for connected computers. Both companies are committed to delivering the highest quality consumer experiences on flagship Galaxy devices, so they have launched the S23 series.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Smartphones Industry Value Chain Analysis
• 4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Launch of 5G Devices, Services, and Technologies
  • 5.1.2 Increasing Demand in the Emerging Markets
• 5.2 Market Restraints
  • 5.2.1 Stagnating Demand
• 5.3 Market Opportunities
• 5.4 Technology Landscape of the Market
  • 5.4.1 Smartphone Device Lifecycle Analysis
    • 5.4.1.1 Lifecycle Through Stakeholders
    • 5.4.1.2 Key Pain-point Analysis of Stakeholders Throughout the Device Lifecycle
• 5.5 Technology Roadmap Analysis

6 MARKET SEGMENTATION

• 6.1 By Operating Segment
  • 6.1.1 Android
  • 6.1.2 iOS
• 6.2 By Geography
  • 6.2.1 North America
  • 6.2.2 Europe
  • 6.2.3 China
  • 6.2.4 Asia
  • 6.2.5 Australia and New Zealand
  • 6.2.6 Latin America
  • 6.2.7 GCC
  • 6.2.8 Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Samsung Electronics Co. Ltd
  • 7.1.2 Huawei Technologies Co. Ltd
  • 7.1.3 Apple Inc.
  • 7.1.4 Xiaomi Corporation
  • 7.1.5 BBK Electronics Corporation (Vivo, Realme, Oppo, and OnePlus)
  • 7.1.6 Lenovo Group Limited
  • 7.1.7 HTC Corporation
  • 7.1.8 HMD Global Oy
  • 7.1.9 Sony Corporation
  • 7.1.10 ZTE Corporation
  • 7.1.11 Google LLC

8 VENDOR MARKET SHARE

9 COMPETITIVE BENCHMARKING ANALYSIS

10 INVESTMENT ANALYSIS

11 FUTURE OF THE MARKET