![]() |
市場調查報告書
商品編碼
1938598
智慧型手機市場-全球產業規模、佔有率、趨勢、競爭格局、機會及預測:依作業系統、顯示技術、通路、地區及競爭格局分類,2021-2031年Smartphone Market- Global Industry Size, Share, Trends, Competition, Opportunity and Forecast, Segmented By Operating System, By Display Technology, By Distribution Channel, By Region & Competition, 2021-2031F |
||||||
全球智慧型手機市場預計將從 2025 年的 6,415.9 億美元成長到 2031 年的 1,1126.5 億美元,複合年成長率為 9.61%。
智慧型手機被定義為一種整合了行動電話通訊和個人電腦功能的行動設備,其作業系統支援網際網路連接和外部應用程式。這一市場成長的主要驅動力是先進通訊基礎設施的持續部署以及商業和金融營運中對數位服務的日益依賴。電訊(ITU)報告稱,預計到2024年,5G網路覆蓋率將達到全球51%的人口,而這種不斷擴展的連接環境從根本上推動了設備升級和數據使用量的成長。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 6415.9億美元 |
| 市場規模:2031年 | 1,112,650 萬美元 |
| 複合年成長率:2026-2031年 | 9.61% |
| 成長最快的細分市場 | 線上 |
| 最大的市場 | 亞太地區 |
然而,由於已開發市場市場飽和,消費者更換產品週期顯著延長,該產業面臨許多挑戰。經濟通膨和硬體差異化程度降低進一步加劇了這種飽和狀態,共同限制了新產品的出貨量。因此,製造商難以維持快速成長,被迫在現有用戶群中展開客戶維繫方面的競爭,而非吸引新的首次購買者。
先進的設備端人工智慧技術的融入正在從根本上改變全球智慧型手機市場,將競爭焦點從硬體規格轉向智慧用戶體驗。製造商正積極將神經處理單元(NPU)整合到設備中,以實現諸如情境感知自動化和即時翻譯等功能,從而增強隱私保護並降低延遲。一項重大進展是,三星電子於2025年9月發布了“三星人工智慧路線圖”,表明其計劃在年底前將Galaxy AI功能擴展到超過4億台設備。這項快速部署表明,在硬體市場飽和的情況下,軟體差異化正成為留住用戶並推動用戶升級到高階機型的主要手段,因為消費者越來越重視功能智慧而非外觀上的改進。
同時,5G網路的加速商業化是通訊業者的關鍵因素,促使消費者從傳統的4G設備升級到能夠提供更快連接速度和更高頻寬應用體驗的設備。隨著營運商擴大獨立組網(SA)5G覆蓋範圍,以及相容晶片組價格親民,全球範圍內向下一代蜂窩標準的過渡正在加速。根據愛立信2025年6月發布的《愛立信移動報告》,光是2025年第一季,通訊業業就新增了1.45億5G用戶。這種連結普及率的激增凸顯了經濟對行動平台日益成長的依賴性,GSMA 2025年的一份報告也印證了這一趨勢。報告指出,行動服務和技術為全球經濟貢獻了6.5兆美元,充分展現了現代行動生態系統的關鍵作用。
全球智慧型手機市場面臨的一大挑戰是已開發經濟體普遍存在的市場飽和現象,顯著延長了消費者的更換週期。由於這些地區的大多數人口已經擁有功能完好的手機,潛在新買家群萎縮,迫使製造商將策略重心從獲取新客戶轉向客戶維繫現有客戶。經濟通膨和硬體差異化不足加劇了這種市場飽和,降低了消費者頻繁換機的意願。因此,由於企業面臨如何說服現有用戶在價值提升有限的情況下購買新機型的難題,智慧型手機出貨量停滯不前。
近期產業統計數據顯示,富裕國家的手機普及率已接近飽和,這印證了市場擴張的限制。電訊的數據顯示,到2024年,高所得經濟體10歲以上族群的行動電話擁有率將超過95%。這項統計數據表明,主要地區的用戶成長已基本達到極限,製造商別無選擇,只能在既定的人口結構中積極爭奪市場佔有率,而無法開拓新的市場需求。
建構折疊式和軟性顯示器生態系統正成為高階市場硬體差異化的關鍵策略。隨著傳統設計的限制日益凸顯,各大品牌正優先考慮軟性外形規格,以實現更大的螢幕和更強大的多工處理能力。這種轉變使廠商能夠為更高的價格定位提供依據,並吸引尋求全新體驗的消費者,從而有效應對標準行動電話的同質化趨勢。該領域的商業性發展勢頭強勁。三星電子在2025年11月舉行的「2025會計年度第三季財報電話會議」中公佈,其折疊式智慧型手機的收入和銷量均實現了兩位數的同比成長,這印證了市場對這些創新設備日益成長的需求。
同時,循環經濟實踐和不斷成長的翻新設備市場正在改變市場動態。在永續性目標和消費者成本意識日益增強的推動下,業界正將重點轉向透過認證二手設備專案延長產品生命週期。這種轉變迫使原始設備製造商(OEM)採用以舊換新模式作為重要的收入來源,以有效地將現有裝置量變現,而不是僅依賴新機銷售。次市場的經濟影響力巨大。根據全球行動通訊系統協會(GSMA)2025年2月發布的報告《行動循環:成長動能》,預計到2027年,全球循環設備和服務市場規模將超過1,500億美元,這標誌著該產業正朝著永續價值保值的方向發展。
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.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 641.59 Billion |
| Market Size 2031 | USD 1112.65 Billion |
| CAGR 2026-2031 | 9.61% |
| Fastest Growing Segment | Online |
| Largest Market | Asia Pacific |
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.
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:
Company Profiles: Detailed analysis of the major companies present in the Global Smartphone Market.
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: