东南亚的智能手机销售量在2025年Q3下降了1%,成本上升和需求疲软影响到供应商。 Southeast Asia's smartphone sales dropped 1% in Q3 2025, with rising costs and weak demand affecting vendors.

东南亚智能手机市场在2025年Q3年同比下跌1%,运送2 560万台,是收缩的第三连续季度。 Southeast Asia's smartphone market declined 1% year-on-year in Q3 2025, with 25.6 million units shipped—the third straight quarter of contraction. Samsung和TransSION各拥有18%的市场份额,460万个单位,其驱动力是三星在关键市场上的溢价模型和TransSION在价格敏感区域的实力。 Samsung and TRANSSION each held 18% market share with 4.6 million units, driven by Samsung’s premium models in key markets and TRANSSION’s strength in price-sensitive regions. 小米上升到第三位,拥有430万个单位和17%的份额,由于POCO系列销售量猛增而提高。 Xiaomi rose to third with 4.3 million units and 17% share, boosted by a surge in POCO series sales. OPPO下降至第四,380万个单位和15%的份额,由于需求和库存调整疲软,每年下降27%,而Vivo占第五,290万个单位和11%的份额,由新的Y系列装置支持。 OPPO fell to fourth with 3.8 million units and 15% share, down 27% annually due to weak demand and inventory adjustments, while vivo took fifth with 2.9 million units and 11% share, supported by new Y-series devices. 不断上涨的部件成本,特别是内存和储存成本,正在给利润率造成压力,特别是200美元以下的电话,这占装运量的60%以上。 Rising component costs, especially for memory and storage, are pressuring margins, particularly for phones under $200, which make up over 60% of shipments. 供应商在不断面临费用和竞争挑战的情况下,正在以混合战略进行调整,平衡价值和数量。 Vendors are adapting with mixed strategies, balancing value and volume amid ongoing cost and competition challenges.