Omdia 数据：TWS 耳机 2026Q2 出货现近 13 个季度首次同比下滑，OWS 逆势增长

AI Digest

TWS耳机2026Q2出货量首次同比下滑0.7%，OWS逆势增长12%，主因中国市场需求提前释放，新兴市场及低价段产品表现亮眼。

TWS earbuds saw first quarterly decline in 13 quarters in Q2 2026, while OWS grew 12% driven by emerging markets and price segments.

Key points

• TWS市场因中国需求提前释放导致2026Q2出货量下降9.5% TWS decline in Q2 2026 attributed to China's early demand saturation
• OWS耳机单季出货1110万件，市占率升至13.5% OWS shipments rose 12% with 13.5% market share in Q2 2026
• ＜50美元入门级OWS增长323%，100-199美元段增长253% Entry-level OWS (<$50) saw 323% YoY growth in Q2 2026
• OWS预计2030年出货量达9050万件，占比升至22% OWS forecast to reach 90.5M units in 2030 (22% TWS share)

Takeaway: OWS正引领TWS市场转型，低价段爆发式增长预示消费趋势变化。 / OWS is driving TWS market transformation with explosive growth in low-price segments.

Why it matters 揭示TWS市场结构性转变，展现开放式耳机的崛起趋势与消费分级现象。