智慧型手机市场－全球产业规模、份额、趋势、竞争格局、机会及预测：依作业系统、显示技术、通路、地区及竞争格局划分，2021-2031年

全球智慧型手机市场预计将从 2025 年的 6,415.9 亿美元成长到 2031 年的 1,1126.5 亿美元，复合年增长率为 9.61%。

智慧型手机被定义为一种整合了行动电话通讯和个人电脑功能的行动设备，其作业系统支援互联网连接和外部应用程式。这一市场成长的主要驱动力是先进通讯基础设施的持续部署以及商业和金融营运中对数位服务的日益依赖。电讯（ITU）报告称，预计到2024年，5G网路覆盖率将达到全球51%的人口，而这种不断扩展的连接环境从根本上推动了设备升级和数据使用量的增长。

然而，由于已开发市场市场饱和，消费者更换产品週期显着延长，该产业面临许多挑战。经济通膨和硬体差异化程度降低进一步加剧了这种饱和状态，共同限制了新产品的出货量。因此，製造商难以维持快速成长，被迫在现有用户群中展开客户维繫方面的竞争，而非吸引新的首次购买者。

市场驱动因素

先进的设备端人工智慧技术的融入正在从根本上改变全球智慧型手机市场，将竞争焦点从硬体规格转向智慧用户体验。製造商正积极将神经处理单元（NPU）整合到设备中，以实现诸如情境感知自动化和即时翻译等功能，从而增强隐私保护并降低延迟。一项重大进展是，三星电子于2025年9月发布了“三星人工智慧路线图”，表明其计划在年底前将Galaxy AI功能扩展到超过4亿台设备。这项快速部署表明，在硬体市场饱和的情况下，软体差异化正成为留住用户并推动用户升级到高阶机型的主要手段，因为消费者越来越重视功能智慧而非外观上的改进。

同时，5G网路的加速商业化是通讯业者的关键因素，促使消费者从传统的4G设备升级到能够提供更快连接速度和更高频宽应用体验的设备。随着营运商扩大独立组网（SA）5G覆盖范围，以及相容晶片组价格亲民，全球范围内向下一代蜂窝标准的过渡正在加速。根据爱立信2025年6月发布的《爱立信移动报告》，光是2025年第一季，通讯业业就新增了1.45亿5G用户。这种连结普及率的激增凸显了经济对行动平台日益增长的依赖性，GSMA 2025年的一份报告也印证了这一趋势。报告指出，行动服务和技术为全球经济贡献了6.5兆美元，充分展现了现代行动生态系统的关键作用。

市场挑战

全球智慧型手机市场面临的一大挑战是已开发经济体普遍存在的市场饱和现象，显着延长了消费者的更换週期。由于这些地区的大多数人口已经拥有功能完好的手机，潜在新买家群萎缩，迫使製造商将策略重心从获取新客户转向客户维繫现有客户。经济通膨和硬体差异化不足加剧了这种市场饱和，降低了消费者频繁换机的意愿。因此，由于企业面临如何说服现有用户在价值提升有限的情况下购买新机型的难题，智慧型手机出货量停滞不前。

近期产业统计数据显示，富裕国家的手机普及率已接近饱和，这印证了市场扩张的限制。电讯的数据显示，到2024年，高所得经济体10岁以上族群的行动电话拥有率将超过95%。这项统计数据表明，主要地区的用户成长已基本达到极限，製造商别无选择，只能在既定的人口结构中积极争夺市场份额，而无法开拓新的市场需求。

市场趋势

建构折迭式和软性显示器生态系统正成为高端市场硬体差异化的关键策略。随着传统设计的限制日益凸显，各大品牌正优先考虑柔性外形规格，以实现更大的萤幕和更强大的多工处理能力。这种转变使厂商能够为更高的价格定位提供依据，并吸引寻求全新体验的消费者，从而有效应对标准行动电话的同质化趋势。该领域的商业性发展势头强劲。三星电子在2025年11月举行的「2025财年第三季财报电话会议」中公布，其折迭式智慧型手机的收入和销量均实现了两位数的同比增长，这印证了市场对这些创新设备日益增长的需求。

同时，循环经济实践和不断成长的翻新设备市场正在改变市场动态。在永续性目标和消费者成本意识日益增强的推动下，业界正将重点转向透过认证二手设备专案延长产品生命週期。这种转变迫使原始设备製造商（OEM）采用以旧换新模式作为重要的收入来源，以有效地将现有装置量变现，而不是仅依赖新机销售。次市场的经济影响力巨大。根据全球行动通讯系统协会（GSMA）2025年2月发布的报告《行动循环：成长动能》，预计到2027年，全球循环设备和服务市场规模将超过1,500亿美元，这标誌着该产业正朝着永续价值保值的方向发展。

目录

第一章概述

第二章调查方法

第三章执行摘要

第四章：客户评价

第五章 全球智慧型手机市场展望

• 市场规模及预测
  • 按金额
• 市占率及预测
  • 按作业系统（Android、iOS、其他（Microsoft、Blackberry 等））
  • 按下显示技术（LCD、OLED、AMOLED、其他（FHD+、LCD+FHD 等））
  • 按分销管道（多品牌商店、专卖店、线上、其他）
  • 按地区
  • 按公司（2025 年）
• 市场地图

第六章：北美智慧型手机市场展望

• 市场规模及预测
• 市占率及预测
• 北美洲：国家分析
  • 我们
  • 加拿大
  • 墨西哥

第七章：欧洲智慧型手机市场展望

• 市场规模及预测
• 市占率及预测
• 欧洲：国家分析
  • 德国
  • 法国
  • 英国
  • 义大利
  • 西班牙

第八章：亚太智慧型手机市场展望

• 市场规模及预测
• 市占率及预测
• 亚太地区：国家分析
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲

第九章：中东和非洲智慧型手机市场展望

• 市场规模及预测
• 市占率及预测
• 中东和非洲：国家分析
  • 沙乌地阿拉伯
  • 阿拉伯聯合大公国
  • 南非

第十章：南美智慧型手机市场展望

• 市场规模及预测
• 市占率及预测
• 南美洲：国家分析
  • 巴西
  • 哥伦比亚
  • 阿根廷

第十一章 市场动态

• 司机
• 任务

第十二章 市场趋势与发展

• 併购
• 产品发布
• 最新进展

第十三章：全球智慧型手机市场：SWOT分析

第十四章：波特五力分析

• 产业竞争
• 新进入者的可能性
• 供应商电力
• 顾客权力
• 替代品的威胁

第十五章 竞争格局

• Samsung Electronics Co. Ltd
• Apple Inc.
• BBK Electronics Corp. Ltd
• Xiaomi Corp.
• Transsion Holdings
• Huawei Technologies Co. Ltd
• Lenovo Group Ltd
• Google LLC
• Sony Corp.
• ZTE Corp.

第十六章 策略建议

第十七章：关于研究公司及免责声明

The Global Smartphone Market is projected to expand from USD 641.59 Billion in 2025 to USD 1112.65 Billion by 2031, registering a Compound Annual Growth Rate (CAGR) of 9.61%. A smartphone is defined as a handheld mobile unit that integrates cellular communication with personal computing capabilities, utilizing an operating system that supports internet connectivity and external applications. This market growth is largely driven by the ongoing deployment of advanced telecommunications infrastructure and the growing reliance on digital services for professional and financial tasks. As reported by the International Telecommunication Union, 5G network coverage was estimated to encompass 51% of the global population in 2024, a broadening connectivity landscape that fundamentally underpins the demand for device upgrades and increased data usage.

However, the industry faces a substantial hurdle due to market saturation in developed economies, where consumer replacement cycles have become significantly more protracted. This maturation is exacerbated by economic inflation and a decline in hardware differentiation, factors that collectively suppress new unit shipment volumes. Consequently, manufacturers encounter challenges in maintaining rapid growth rates, as they are compelled to compete for retention within an established user base rather than acquiring new first-time purchasers.

Market Driver

The incorporation of sophisticated on-device generative AI is fundamentally transforming the Global Smartphone Market, shifting the competitive emphasis from hardware specifications to intelligent user experiences. Manufacturers are aggressively embedding neural processing units to facilitate features such as context-aware automation and real-time translation directly on handsets, thereby enhancing privacy and reducing latency. In a significant development, Samsung Electronics confirmed in its 'Samsung AI Roadmap' announcement in September 2025 that it intends to expand Galaxy AI features to over 400 million devices by the end of the year. This rapid deployment demonstrates how software-defined differentiation is becoming the primary mechanism for retaining users and encouraging premium upgrades in a saturated hardware landscape, as consumers increasingly value functional intelligence over minor physical improvements.

Simultaneously, the accelerated commercialization of 5G networks serves as a critical infrastructure driver, motivating consumers to replace legacy 4G devices to access superior connectivity speeds and bandwidth-intensive applications. As network operators broaden standalone 5G coverage and affordable compatible chipsets become available at lower price tiers, the transition to next-generation cellular standards has intensified globally. According to the 'Ericsson Mobility Report June 2025' released by Ericsson in June 2025, the telecommunications sector gained 145 million new 5G subscriptions in the first quarter of 2025 alone. This surge in connectivity adoption underscores the broader economic reliance on mobile platforms, a trend further supported by the GSMA in 2025, which reported that mobile services and technologies contributed $6.5 trillion to the global economy, validating the essential role of modern mobile ecosystems.

Market Challenge

The principal challenge obstructing the Global Smartphone Market is the extensive saturation within developed economies, which has significantly extended consumer replacement cycles. Since the vast majority of the population in these regions already owns a functional device, the pool of potential first-time buyers has dwindled, forcing manufacturers to pivot their strategies from acquisition to retention. This maturation is further compounded by economic inflation and a lack of substantial hardware differentiation, which collectively discourage consumers from upgrading their devices frequently. As a result, shipment volumes have stagnated as companies face the arduous task of persuading an existing user base to purchase new models in an environment where perceived value improvements are marginal.

This ceiling in market expansion is underscored by recent industry statistics highlighting near-total penetration in wealthy nations. Data from the International Telecommunication Union indicates that in 2024, mobile phone ownership exceeded 95 percent among individuals aged ten and older in high-income economies. This statistic confirms that the sector has effectively reached its limit for user growth in these key regions, leaving manufacturers with no option but to compete intensely for market share within a fixed demographic rather than capturing new demand.

Market Trends

The development of foldable and flexible display ecosystems is emerging as a crucial strategy for manufacturers to differentiate hardware in the premium tier. As conventional designs reach a plateau, brands are prioritizing malleable form factors that offer expanded screens and enhanced multitasking capabilities. This shift enables vendors to justify higher price points and engage consumers seeking novel experiences, effectively countering the commoditization of standard handsets. The commercial momentum for this segment is strong; Samsung Electronics reported in its 'Third Quarter 2025 Earnings Conference Call' in November 2025 that its foldable smartphone revenue and volume both achieved double-digit year-over-year growth, confirming rising demand for these innovative devices.

Concurrently, the adoption of circular economy practices and the growth of the refurbished device market are reshaping market dynamics. Driven by sustainability targets and consumer cost-consciousness, the industry is pivoting toward extending product lifecycles through certified resale programs. This transition compels OEMs to adopt trade-in models as essential revenue drivers rather than relying solely on new unit sales, effectively monetizing the existing installed base. The financial impact of this secondary market is substantial; according to the GSMA's 'Mobile Phone Circularity: Growing Momentum' report from February 2025, the global market for circular devices and services is projected to exceed $150 billion by 2027, illustrating the sector's evolution toward sustainable value retention.

Key Market Players

• Samsung Electronics Co. Ltd
• Apple Inc.
• BBK Electronics Corp. Ltd
• Xiaomi Corp.
• Transsion Holdings
• Huawei Technologies Co. Ltd
• Lenovo Group Ltd
• Google LLC
• Sony Corp.
• ZTE Corp.

Report Scope

In this report, the Global Smartphone Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Smartphone Market, By Operating System

• Android
• iOS
• Others (Microsoft, Blackberry, etc.)

Smartphone Market, By Display Technology

• LCD
• OLED
• AMOLED
• Others (FHD+, LCD+FHD, etc.)

Smartphone Market, By Distribution Channel

• Multi-brand store
• Exclusive Store
• Online
• Others

Smartphone Market, By Region

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Smartphone Market.

Available Customizations:

Global Smartphone Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Smartphone Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Operating System (Android, iOS, Others (Microsoft, Blackberry, etc.))
  • 5.2.2. By Display Technology (LCD, OLED, AMOLED, Others (FHD+, LCD+FHD, etc.))
  • 5.2.3. By Distribution Channel (Multi-brand store, Exclusive Store, Online, Others)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Smartphone Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Operating System
  • 6.2.2. By Display Technology
  • 6.2.3. By Distribution Channel
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Smartphone Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Operating System
      • 6.3.1.2.2. By Display Technology
      • 6.3.1.2.3. By Distribution Channel
  • 6.3.2. Canada Smartphone Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Operating System
      • 6.3.2.2.2. By Display Technology
      • 6.3.2.2.3. By Distribution Channel
  • 6.3.3. Mexico Smartphone Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Operating System
      • 6.3.3.2.2. By Display Technology
      • 6.3.3.2.3. By Distribution Channel

7. Europe Smartphone Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Operating System
  • 7.2.2. By Display Technology
  • 7.2.3. By Distribution Channel
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Smartphone Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Operating System
      • 7.3.1.2.2. By Display Technology
      • 7.3.1.2.3. By Distribution Channel
  • 7.3.2. France Smartphone Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Operating System
      • 7.3.2.2.2. By Display Technology
      • 7.3.2.2.3. By Distribution Channel
  • 7.3.3. United Kingdom Smartphone Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Operating System
      • 7.3.3.2.2. By Display Technology
      • 7.3.3.2.3. By Distribution Channel
  • 7.3.4. Italy Smartphone Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Operating System
      • 7.3.4.2.2. By Display Technology
      • 7.3.4.2.3. By Distribution Channel
  • 7.3.5. Spain Smartphone Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Operating System
      • 7.3.5.2.2. By Display Technology
      • 7.3.5.2.3. By Distribution Channel

8. Asia Pacific Smartphone Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Operating System
  • 8.2.2. By Display Technology
  • 8.2.3. By Distribution Channel
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Smartphone Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Operating System
      • 8.3.1.2.2. By Display Technology
      • 8.3.1.2.3. By Distribution Channel
  • 8.3.2. India Smartphone Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Operating System
      • 8.3.2.2.2. By Display Technology
      • 8.3.2.2.3. By Distribution Channel
  • 8.3.3. Japan Smartphone Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Operating System
      • 8.3.3.2.2. By Display Technology
      • 8.3.3.2.3. By Distribution Channel
  • 8.3.4. South Korea Smartphone Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Operating System
      • 8.3.4.2.2. By Display Technology
      • 8.3.4.2.3. By Distribution Channel
  • 8.3.5. Australia Smartphone Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Operating System
      • 8.3.5.2.2. By Display Technology
      • 8.3.5.2.3. By Distribution Channel

9. Middle East & Africa Smartphone Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Operating System
  • 9.2.2. By Display Technology
  • 9.2.3. By Distribution Channel
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Smartphone Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Operating System
      • 9.3.1.2.2. By Display Technology
      • 9.3.1.2.3. By Distribution Channel
  • 9.3.2. UAE Smartphone Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Operating System
      • 9.3.2.2.2. By Display Technology
      • 9.3.2.2.3. By Distribution Channel
  • 9.3.3. South Africa Smartphone Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Operating System
      • 9.3.3.2.2. By Display Technology
      • 9.3.3.2.3. By Distribution Channel

10. South America Smartphone Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Operating System
  • 10.2.2. By Display Technology
  • 10.2.3. By Distribution Channel
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Smartphone Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Operating System
      • 10.3.1.2.2. By Display Technology
      • 10.3.1.2.3. By Distribution Channel
  • 10.3.2. Colombia Smartphone Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Operating System
      • 10.3.2.2.2. By Display Technology
      • 10.3.2.2.3. By Distribution Channel
  • 10.3.3. Argentina Smartphone Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Operating System
      • 10.3.3.2.2. By Display Technology
      • 10.3.3.2.3. By Distribution Channel

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Smartphone Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. Samsung Electronics Co. Ltd
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Apple Inc.
• 15.3. BBK Electronics Corp. Ltd
• 15.4. Xiaomi Corp.
• 15.5. Transsion Holdings
• 15.6. Huawei Technologies Co. Ltd
• 15.7. Lenovo Group Ltd
• 15.8. Google LLC
• 15.9. Sony Corp.
• 15.10. ZTE Corp.

16. Strategic Recommendations

17. About Us & Disclaimer