ファーウェイ、中国で復活 スマホ出荷4年ぶり首位 米規制による危機的状況を克服 https://t.co/k5Q6iXw8ek 米規制の影響で部品が調達できない危機的状況に陥ったが、中核技術の開発を加速し、外国に依存しない体制構築を進めたことが実を結んだ。
Les expéditions de smartphones en Chine ont chuté en juin en raison des stocks excédentaires, selon Je... https://t.co/1pxo44ZMFi
China smartphone shipments slumped in June on inventory overhang: Jefferies https://t.co/xh7TY9FcvK
China's domestic smartphone shipments declined 9.3% year-on-year to 22.6 million units in June 2025, according to data from the China Academy of Information and Communications Technology (CAICT), a research institute backed by the Ministry of Industry and Information Technology (MIIT). This brought the total shipments for the first half of 2025 to 141 million units, representing a 3.9% decrease compared to the same period last year. Foreign-branded phones, including Apple iPhones, experienced a sharper decline with shipments falling 31.3% year-on-year to 1.97 million units in June. Market analysts from Jefferies attributed the overall slump to an inventory overhang in the Chinese market. Meanwhile, Huawei has reclaimed the top position in China's smartphone shipments for the first time in four years, overcoming challenges posed by U.S. regulatory restrictions that had limited its access to components. Huawei's recovery was driven by accelerated development of core technologies and efforts to reduce reliance on foreign suppliers.
