手机市场增长乏力正促使vivo、OPPO、小米等厂商进军手持智能相机领域。[1]2026年全球智能手机出货量预计同比下滑13.9%，创2013年以来新低，[1]而手持相机市场则呈现相反趋势。2025年全球手持智能相机出货量达到1665万台，同比暴涨83%，销售额突破461亿元。[1]预计到2030年，全球手持智能相机出货量将突破4000万台，2025-2030年复合增长率约18%~20%。[1]一体化云台相机更是实现年同比涨幅超100%。[1]
手机厂商正在多管齐下布局这一市场。vivo工程样机测试阶段基本走完，备货预期在百万台量级。[1]OPPO项目内部代号"扶摇"，由首席产品官刘作虎亲自带队，研发团队两百人起步，预计今年第四季度正式发布。[1]荣耀则选择把云台直接塞进手机机身里，[1]采取了与传统手持相机不同的技术路线。
手机厂商具备成熟的硬件供应链、影像算法积累和庞大渠道网络的优势，[1]这些优势使其在市场竞争中占据有利地位。大疆Pocket 3的市场表现展现出该领域的商业潜力，累计销量已突破一千万台，累计营收超过三百亿，综合毛利率40%以上。[1]
Chinese smartphone makers are stepping into the handheld gimbal camera space, challenging the dominance of DJI Pocket and Insta360 in a market experiencing explosive growth.[1] Vivo, OPPO, Xiaomi, Honor, and Huawei have all initiated development projects in this category, drawn by market dynamics that have made smartphone manufacturing increasingly unprofitable.[1]
The handheld smart camera market has become far more attractive than smartphones for these manufacturers. Global shipments of handheld smart cameras are projected to reach 16.65 million units in 2025, representing an 83% year-over-year surge, with sales revenue exceeding 46.1 billion yuan.[1] One-gimbal integrated camera products have shown annual growth exceeding 100%, and the market is expected to sustain strong momentum, with a five-year compound annual growth rate of approximately 18% to 20% through 2030, eventually surpassing 40 million units.[1] By contrast, global smartphone shipments are forecast to decline 13.9% year-over-year in 2026, marking the lowest level since 2013.[1]
Established smartphone manufacturers possess significant competitive advantages in this transition, including mature hardware supply chains, accumulated imaging algorithms, and expansive distribution networks.[1] DJI Pocket 3 has already sold over 10 million units cumulatively with revenues exceeding 30 billion yuan and a composite gross margin above 40%, demonstrating the market's profitability.[1] Vivo's engineering prototypes have largely completed testing phases, with stockpiling expected at the million-unit scale.[1] OPPO's project, internally codenamed "Fuyao," is led personally by Chief Product Officer Liu Zuohu with a research team of at least 200 people, and is expected to launch formally in the fourth quarter of this year.[1] Honor has taken a distinct approach by integrating gimbal functionality directly into smartphone bodies.[1]
