{"id":616355,"date":"2026-10-16T10:36:31","date_gmt":"2026-10-16T03:36:31","guid":{"rendered":"https:\/\/hoanghamobile.com\/tin-tuc\/?p=616355"},"modified":"2026-10-16T10:36:31","modified_gmt":"2026-10-16T03:36:31","slug":"counterpoint-smartphone-quy-3-2026","status":"publish","type":"post","link":"https:\/\/hoanghamobile.com\/tin-tuc\/counterpoint-smartphone-quy-3-2026\/","title":{"rendered":"Samsung v\u00e0 Apple chi\u1ebfn th\u1eafng trong th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh qu\u00fd 3\/2026"},"content":{"rendered":"

C\u00f4ng ty nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng Counterpoint Research (CR) v\u1eeba ch\u00ednh th\u1ee9c c\u00f4ng b\u1ed1 b\u00e1o c\u00e1o t\u1ed5ng quan v\u1ec1 t\u00ecnh h\u00ecnh kinh doanh \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh to\u00e0n c\u1ea7u trong qu\u00fd 3 n\u0103m nay giai \u0111o\u1ea1n t\u1eeb th\u00e1ng 7 \u0111\u1ebfn th\u00e1ng 9. Kh\u00f4ng qu\u00e1 b\u1ea5t ng\u1edd khi Samsung v\u00e0 Apple ti\u1ebfp t\u1ee5c chi\u1ebfn th\u1eafng v\u1ec1 th\u1ecb ph\u1ea7n ngay c\u1ea3 khi th\u1ecb tr\u01b0\u1eddng s\u1ee5t gi\u1ea3m m\u1ea1nh.<\/span><\/p>\n

T\u00ecnh h\u00ecnh th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh qu\u00fd 3\/2026<\/h2>\n

Th\u00f4ng tin t\u1eeb CR, nh\u1eefng con s\u1ed1 v\u1eeba \u0111\u01b0\u1ee3c c\u00f4ng b\u1ed1 ph\u00e1c h\u1ecda m\u1ed9t b\u1ee9c tranh to\u00e0n c\u1ea3nh kh\u00e1 u x\u00e1m c\u1ee7a ng\u00e0nh c\u00f4ng nghi\u1ec7p di \u0111\u1ed9ng. T\u1ed5ng l\u01b0\u1ee3ng h\u00e0ng xu\u1ea5t x\u01b0\u1edfng tr\u00ean to\u00e0n c\u1ea7u ghi nh\u1eadn m\u1ee9c s\u1ee5t gi\u1ea3m nghi\u00eam tr\u1ecdng l\u00ean t\u1edbi 20% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m 2025. Trong b\u1ed1i c\u1ea3nh s\u1ee9c mua suy gi\u1ea3m n\u1eb7ng n\u1ec1, ch\u1ec9 c\u00f3 hai “\u00f4ng l\u1edbn” Samsung<\/a> v\u00e0 Apple<\/a> l\u00e0 gi\u1eef \u0111\u01b0\u1ee3c v\u1ecb th\u1ebf v\u00e0 tr\u1edf th\u00e0nh nh\u1eefng c\u00e1i t\u00ean hi\u1ebfm hoi ghi nh\u1eadn th\u1ecb ph\u1ea7n t\u0103ng. L\u01b0u \u00fd \u0111\u00e2y l\u00e0 s\u1ed1 li\u1ec7u l\u01b0\u1ee3ng m\u00e1y xu\u1ea5t x\u01b0\u1edfng (sell-in), kh\u00f4ng ph\u1ea3i doanh s\u1ed1 b\u00e1n l\u1ebb, v\u00e0 th\u1ecb ph\u1ea7n t\u0103ng ch\u1ee7 y\u1ebfu v\u00ec c\u00e1c h\u00e3ng kh\u00e1c gi\u1ea3m s\u00e2u h\u01a1n, ch\u1ee9 kh\u00f4ng ph\u1ea3i l\u01b0\u1ee3ng m\u00e1y c\u1ee7a hai h\u00e3ng n\u00e0y t\u0103ng.<\/span><\/p>\n

C\u1ee5 th\u1ec3, Samsung ti\u1ebfp t\u1ee5c kh\u1eb3ng \u0111\u1ecbnh v\u1ecb th\u1ebf d\u1eabn \u0111\u1ea7u th\u1ecb tr\u01b0\u1eddng khi n\u1eafm gi\u1eef 23% th\u1ecb ph\u1ea7n, t\u0103ng 4 \u0111i\u1ec3m ph\u1ea7n tr\u0103m so v\u1edbi m\u1ee9c 19% c\u1ee7a qu\u00fd 3 n\u0103m ngo\u00e1i. B\u00e1m \u0111u\u1ed5i s\u00e1t n\u00fat \u1edf v\u1ecb tr\u00ed th\u1ee9 hai l\u00e0 Apple v\u1edbi 22% th\u1ecb ph\u1ea7n (t\u0103ng \u0111\u00e1ng k\u1ec3 t\u1eeb m\u1ee9c 18% c\u1ee7a c\u00f9ng k\u1ef3 n\u0103m 2025), thu h\u1eb9p kho\u1ea3ng c\u00e1ch v\u1edbi \u0111\u1ed1i th\u1ee7 H\u00e0n Qu\u1ed1c xu\u1ed1ng ch\u1ec9 c\u00f2n v\u1ecfn v\u1eb9n 1%.<\/span><\/p>\n

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\u1ede chi\u1ec1u ng\u01b0\u1ee3c l\u1ea1i, c\u00e1c th\u01b0\u01a1ng hi\u1ec7u smartphone Trung Qu\u1ed1c l\u1ea1i g\u1eb7p nhi\u1ec1u kh\u00f3 kh\u0103n v\u00e0 ch\u1ee9ng ki\u1ebfn s\u1ef1 s\u1ee5t gi\u1ea3m di\u1ec7n r\u1ed9ng. Xiaomi x\u1ebfp \u1edf v\u1ecb tr\u00ed th\u1ee9 ba v\u1edbi 10% th\u1ecb ph\u1ea7n, gi\u1ea3m t\u1eeb con s\u1ed1 14% c\u1ee7a n\u0103m tr\u01b0\u1edbc. OPPO ng\u1eadm ng\u00f9i l\u00f9i v\u1ec1 v\u1ecb tr\u00ed th\u1ee9 t\u01b0 khi ch\u1ec9 c\u00f2n n\u1eafm gi\u1eef 9% (so v\u1edbi 12% \u1edf c\u00f9ng k\u1ef3 n\u0103m 2025). Trong khi vivo gi\u1eef v\u1ecb tr\u00ed th\u1ee9 n\u0103m v\u1edbi 8% th\u1ecb ph\u1ea7n (gi\u1ea3m nh\u1eb9 t\u1eeb m\u1ee9c 9%). <\/span><\/p>\n

S\u1ef1 ph\u00e2n h\u00f3a r\u00f5 r\u1ec7t n\u00e0y cho th\u1ea5y xu h\u01b0\u1edbng ng\u01b0\u1eddi d\u00f9ng \u0111ang c\u00f3 g\u00f3c nh\u00ecn kh\u1eaft khe h\u01a1n v\u00e0 d\u1ea7n t\u1eadp trung s\u1ef1 l\u1ef1a ch\u1ecdn v\u00e0o ph\u00e2n kh\u00fac cao c\u1ea5p \u0111\u1ebfn t\u1eeb hai th\u01b0\u01a1ng hi\u1ec7u d\u1eabn \u0111\u1ea7u l\u00e0 Samsung v\u00e0 Apple trong giai \u0111o\u1ea1n th\u1ecb tr\u01b0\u1eddng nhi\u1ec1u bi\u1ebfn \u0111\u1ed9ng.<\/span><\/p>\n

T\u1ea1i sao Samsung v\u00e0 Apple lu\u00f4n chi\u1ebfn th\u1eafng trong th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh<\/h2>\n

Theo ph\u00e2n t\u00edch chi ti\u1ebft t\u1eeb Counterpoint Research (CR), qu\u00fd 3 n\u0103m 2026 \u0111\u00e3 ghi nh\u1eadn l\u01b0\u1ee3ng \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh xu\u1ea5t x\u01b0\u1edfng xu\u1ed1ng m\u1ee9c th\u1ea5p nh\u1ea5t trong v\u00f2ng 14 n\u0103m qua. Nguy\u00ean nh\u00e2n c\u1ed1t l\u00f5i c\u1ee7a t\u00ecnh tr\u1ea1ng n\u00e0y xu\u1ea5t ph\u00e1t t\u1eeb hi\u1ec7n t\u01b0\u1ee3ng thi\u1ebfu h\u1ee5t ngu\u1ed3n cung b\u1ed9 nh\u1edb gi\u00e1 r\u1ebb k\u00e9o d\u00e0i tr\u00ean quy m\u00f4 to\u00e0n c\u1ea7u. L\u00e0n s\u00f3ng t\u0103ng gi\u00e1 c\u00e1c linh ki\u1ec7n b\u1ed9 nh\u1edb \u0111\u00e3 \u0111\u1ea9y chi ph\u00ed s\u1ea3n xu\u1ea5t l\u00ean cao, k\u00e9o theo gi\u00e1 b\u00e1n l\u1ebb \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh tr\u00ean to\u00e0n th\u1ebf gi\u1edbi t\u0103ng b\u00ecnh qu\u00e2n t\u1edbi 20% t\u00ednh t\u1eeb \u0111\u1ea7u n\u0103m \u0111\u1ebfn nay.<\/span><\/p>\n

Tr\u01b0\u1edbc b\u1ed1i c\u1ea3nh b\u1ee9c tranh chung ch\u00ecm trong \u1ea3m \u0111\u1ea1m, hai “g\u00e3 kh\u1ed5ng l\u1ed3” c\u00f4ng ngh\u1ec7 Samsung v\u00e0 Apple v\u1eabn g\u1eb7t h\u00e1i \u0111\u01b0\u1ee3c nh\u1eefng k\u1ebft qu\u1ea3 kh\u1ea3 quan nh\u1edd chi\u1ebfn l\u01b0\u1ee3c t\u1eadp trung v\u00e0o ph\u00e2n kh\u00fac cao c\u1ea5p.<\/span><\/p>\n

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\u0110\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng ch\u00ednh c\u1ee7a h\u00e3ng \u0111i\u1ec7n tho\u1ea1i H\u00e0n Qu\u1ed1c \u0111\u1ebfn t\u1eeb nhu c\u1ea7u \u0111\u00f3n nh\u1eadn t\u00edch c\u1ef1c c\u1ee7a th\u1ecb tr\u01b0\u1eddng \u0111\u1ed1i v\u1edbi b\u1ed9 ba m\u00e0n h\u00ecnh g\u1eadp m\u1edbi g\u1ed3m Galaxy Z Fold8, Fold8 Ultra v\u00e0 Flip8<\/a> – trong \u0111\u00f3 m\u1eabu Samsung Galaxy Fold 8 ghi nh\u1eadn doanh s\u1ed1 v\u01b0\u1ee3t tr\u1ed9i h\u01a1n c\u1ea3.<\/span><\/p>\n

V\u1ec1 ph\u00eda Apple, l\u1ea7n \u0111\u1ea7u ti\u00ean trong l\u1ecbch s\u1eed c\u00e1c k\u1ef3 qu\u00fd 3, th\u1ecb ph\u1ea7n c\u1ee7a Apple v\u01b0\u1ee3t m\u1ed1c 20%. Th\u00e0nh c\u00f4ng n\u00e0y kh\u1eb3ng \u0111\u1ecbnh nhu c\u1ea7u mua s\u1eafm \u1edf ph\u00e2n kh\u00fac flagship v\u1eabn duy tr\u00ec t\u00ednh \u1ed5n \u0111\u1ecbnh cao, tr\u00e1i ng\u01b0\u1ee3c ho\u00e0n to\u00e0n v\u1edbi s\u1ef1 thu h\u1eb9p m\u1ea1nh m\u1ebd c\u1ee7a ph\u00e2n kh\u00fac gi\u00e1 r\u1ebb v\u00e0 t\u1ea7m trung do gi\u00e1 b\u00e1n b\u1ecb \u0111\u1ea9y l\u00ean qu\u00e1 cao.<\/span><\/p>\n

T\u1ed5ng k\u1ebft<\/h2>\n

Tr\u00ean \u0111\u00e2y l\u00e0 th\u00f4ng tin Samsung v\u00e0 Apple chi\u1ebfn th\u1eafng trong th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh qu\u00fd 3\/2026. D\u1ef1 b\u00e1o v\u1ec1 giai \u0111o\u1ea1n c\u00f2n l\u1ea1i c\u1ee7a n\u0103m, Counterpoint Research nh\u1eadn \u0111\u1ecbnh tri\u1ec3n v\u1ecdng th\u1ecb tr\u01b0\u1eddng “v\u1eabn c\u00f2n nhi\u1ec1u th\u00e1ch th\u1ee9c”. Xu h\u01b0\u1edbng c\u1eaft gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng, thu g\u1ecdn danh m\u1ee5c s\u1ea3n ph\u1ea9m v\u00e0 d\u1ed3n l\u1ef1c cho c\u00e1c d\u00f2ng thi\u1ebft b\u1ecb cao c\u1ea5p d\u1ef1 ki\u1ebfn s\u1ebd ti\u1ebfp t\u1ee5c l\u00e0 \u0111\u1ecbnh h\u01b0\u1edbng ch\u1ee7 \u0111\u1ea1o c\u1ee7a c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t trong th\u1eddi gian t\u1edbi.<\/span><\/p>\n

Xem th\u00eam:<\/i><\/p>\n