{"id":1545763,"date":"2025-07-08T00:30:00","date_gmt":"2025-07-08T04:30:00","guid":{"rendered":"https:\/\/bugaluu.com\/news\/?p=1545763"},"modified":"2025-07-08T00:30:00","modified_gmt":"2025-07-08T04:30:00","slug":"china-smartphone-sales-plunge-in-may-device-camera-counts-peak","status":"publish","type":"post","link":"https:\/\/bugaluu.com\/news\/china-smartphone-sales-plunge-in-may-device-camera-counts-peak\/1545763\/","title":{"rendered":"China Smartphone Sales Plunge In May; Device Camera Counts Peak\u00a0"},"content":{"rendered":"

China Smartphone Sales Plunge In May; Device Camera Counts Peak\u00a0<\/span><\/p>\n

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The latest data from Goldman Sachs shows smartphone shipments in China plunged 21% year-over-year in May to 23 million units<\/strong>. While shipments ticked up 1% month-over-month, they remain under pressure due to a high base effect from 2024, a particularly strong year in shipments. Cumulatively, shipments are down 5% year-to-date through May.\u00a0<\/p>\n

China’s smartphone market in May<\/strong><\/p>\n

Smartphone shipments in China were -21% YoY to 23m units in May vs. -2% YoY in Apr 2025, per MIIT. <\/em><\/p>\n

The number of new smartphone models launched in China was -27% YoY to 27 models in May 2025 vs. +14% YoY to 32 models in Apr 2025, per MIIT.\u00a0<\/em><\/p>\n

<\/a><\/em><\/p>\n

“For cameras, the number of cameras per phone peaked in 2022 at 3.8 cameras and was down to 3.3\/ 3.1 cameras in 2024\/ 2025 YTD<\/strong>; however, 20MPx+ penetration increased to 52%\/ 51% in 2024\/ 2025 YTD (vs. 39%\/ 31% in 2023\/22), in line with our view of camera specification upgrades for China smartphones,” the team of analysts led by\u00a0Allen Chang told clients over the weekend.\u00a0<\/p>\n

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The 5G segment demonstrated relative strength<\/strong>, with shipments increasing 7% from April to 21 million units, representing an 89% market penetration rate. However, the number of new 5G models launched plunged 52% year-over-year to just 13.<\/p>\n

Key China smartphone data in May (China 5G phone market in May):<\/strong><\/p>\n

5G phone shipments in China came in at 21m units in May, +7% MoM, -17% YoY, with a 89% penetration rate, per MIIT. <\/em><\/p>\n

The number of new 5G smartphone models launched in China was -52% YoY to 13 models in May 2025 vs. -14% YoY to 19 models in Apr 2025, per MIIT.<\/em><\/p>\n

Visualizing China’s Smartphone Market In A Series Of Charts\u00a0<\/strong><\/p>\n

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Smartphone Pipeline\u00a0<\/strong><\/p>\n

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Chang forecasts shipment declines of 4% in Q2 and 2% in Q3, but highlights ongoing upgrades in hardware specifications and a shift toward premium models.<\/p>\n

The analysts are “Buy” rated\u00a0Hon Hai, AAC, Largan, Luxshare, SZS, Fositek, BYDE, Transsion, Will Semi, MediaTek, and TSMC.<\/strong><\/p>\n<\/div>\n

Tyler Durden<\/a><\/span>
\nMon, 07\/07\/2025 – 20:30<\/span><\/p>\n

\u200bhttps:\/\/www.zerohedge.com\/technology\/china-smartphone-sales-plunge-may-device-camera-counts-peak<\/a>\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"

China Smartphone Sales Plunge In May; Device Camera Counts Peak\u00a0 The latest data from Goldman Sachs shows smartphone shipments in China plunged 21% year-over-year in…<\/p>\n","protected":false},"author":0,"featured_media":1545764,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1545763","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","wpcat-1-id"],"_links":{"self":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/posts\/1545763","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/comments?post=1545763"}],"version-history":[{"count":0,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/posts\/1545763\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/media\/1545764"}],"wp:attachment":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/media?parent=1545763"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/categories?post=1545763"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/tags?post=1545763"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}