蘋果絕地大反攻？11月外國手機在中國出貨量翻倍激增
根據中國信通院（CAICT）最新數據，2025年11月外國品牌手機在中國市場的出貨量年增超過一倍。蘋果iPhone新機與雙十一促銷被視為主要推力，但與華為的激烈競爭仍是市場焦點。
蘋果（Apple）在中國市場上演絕地大反攻？根據路透社引述中國信通院（CAICT）的最新數據，2025年11月份，外國品牌智慧型手機在中國的出貨量較去年同期成長超過一倍，為競爭白熱化的中國手機市場投下了一顆震撼彈。
數據飆升背後的雙重引擎
市場分析普遍認為，此次出貨量大幅成長，主要歸功於兩大關鍵驅動力。其一，蘋果秋季發表的新一代iPhone系列，成功吸引了換機族群。其二，11月的「雙十一」購物節期間，各大平台罕見地提供了大幅度的價格優惠，有效刺激了消費者的購買慾望，讓積壓的需求得以釋放。
華為強勢回歸，市場短兵相接
儘管11月數據亮眼，但蘋果在中國市場的挑戰依然嚴峻。本土巨頭華為（Huawei）憑藉自研晶片的成功，正強勢回歸高階手機市場，與蘋果形成短兵相接之勢。此外，小米、Oppo、Vivo等品牌也持續在不同價格帶發動攻勢，中國市場的競爭格局可謂是龍爭虎鬥。
投資人應注意，單月出貨量數據可能受到短期促銷活動的顯著影響。中美地緣政治的緊張關係、中國經濟的復甦力道，以及本土品牌的技術突破，都為市場前景增添了不確定性。
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