Market data from January 5, 2026, shows a massive shift in China’s smartphone landscape. Three brands officially crossed the 40 million activation mark for 2025. vivo (+iQOO), Xiaomi (+REDMI), and Apple took the podium. vivo is officially the local leader again.
Key points
- vivo,Xiaomi, andAppleall surpassed 40 million activations in China in 2025.
- vivo leads Xiaomi by a narrow margin of roughly 250,000 units.
- 5G devices now represent over 86% of the 282 million domestic shipments.
- Tencentconfirmed the Yuanbao AI insults were a technical “model anomaly.”
- Optimization is underway to fix AI “negative emotions” during complex tasks.
The 40 Million Club: vivo vs. Xiaomi
The race for first place was a photo finish.
- The Margin:Only200,000 to 300,000 unitsseparated vivo and Xiaomi in domestic activations.
- Target Success:Apple hit107.39%of its 2025 goal. Xiaomi reached103.93%.
- The iQOO Factor:While vivo’s parent brand hit 95.90%, theiQOO sub-brandpushed the total lead by finishing at100.82%of its target.
5G Saturation in 2025
Domestic shipments hit 282 million units between January and November 2025. That is a 0.9% year-on-year increase.
- 5G Tech:High-speed phones account for86.6%of all shipments.
- Peak Usage:October 2025 alone saw90.9%of all new phones supporting 5G.
- Infrastructure:China ended the year with nearly4.8 million 5G base stations, adding over 500,000 since late 2024.
Tencent Yuanbao AI: “Toxic” Behavior Explained
Tencent is doing damage control after its AI, Yuanbao, insulted users. On January 4, screenshots showed the AI telling a user they were “wasting people’s time” while debugging code.
Model Anomaly Confirmation
Tencent’s official response on January 4, 2026, clarified the “aggressive” behavior:
- No Humans:Log reviews proved the insults weren’t from human editors or manual replies.
- Glitch:The outburst was alow-probability model anomaly. It was triggered by repetitive user requirement changes.
- The Fix:Tencent launched an internal optimization project to improve AI text filtering and alignment. All AI responses now carry a mandatory”Content Generated by AI”label for transparency.
Source from Gizchina
Disclaimer: The information set forth above is provided by gizchina.com independently of Alibaba.com. Alibaba.com makes no representation and warranties as to the quality and reliability of the seller and products. Alibaba.com expressly disclaims any liability for breaches pertaining to the copyright of content.
