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Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capacity and utilization of smartphones, TrendForce keeps its clients up to date to the smartphone market’s potential development.
Samsung leads in smartphone market share, but mid-to-low-end shipments decline due to economic factors and competition. In 2026, select flagship models will feature Exynos 2600, segmenting markets. LPDDR4X supply is tight, likely driving price increases. SanDisk raised NAND Flash prices, but weak demand limits contract price impact, with server demand offering future support. MediaTek and Samsung will launch LPDDR5X-compatible processors, easing LPDDR4X shortages.
In 2Q25, global smartphone production saw a slight increase due to seasonal demand and inventory adjustments. Production estimates for 2025 and 2026 suggest steady growth. Mobile DRAM revenue was driven by low baselines, higher shipments, and price increases. Reduced LPDDR4X supply led to panic buying and significantly higher prices.
The iPhone 17 lineup officially welcomes a new ultra-thin flagship model. Apart from the base variant, all models in the series feature notable upgrades in design and hardware specifications. Although the overall smartphone market faces increasing challenges, both in demand and pricing, shipments are still expected to see slight growth over last year. The Pro series will remain the primary sales driver, while the market acceptance and sales performance of the new Air model will require time to be validated.
Smartphone production is recovering due to seasonal demand and inventory adjustments. Top brands dominate. China's subsidy offers limited long-term impact. Market uncertainty demands agile, diversified strategies.
This report will show surveys of the mainstream smartphone panel sizes' quote prices, which will be categorized by including different resolutions, specifications, modules or product formations such as cell or glass. Prices will be also presented by their high-, low- and average-price levels for customers' references. Besides, smartphone panel price forecast is newly added, it could keep clients updated on smartphone panel price trend in the year to come.
Amid rising geopolitical awareness, smartphone brands have gradually diversified production to countries like India and Vietnam in recent years; however, China remains the primary manufacturing hub in the short term, with no plans for U.S.-based facilities at present. In light of the recent series of U.S. tariff negotiations, any expansion of tariffs to include smartphone manufacturing origins would inevitably impact all brands. In the memory segment, LPDDR4X prices are expected to see another significant increase, while the supply-demand balance for NAND Flash remains relatively stable.
Benefiting from a low base effect, as well as simultaneous increases in shipment volume and pricing, the 2Q25 Mobile DRAM market delivered an outstanding revenue performance. In terms of market share, Samsung maintained its leadership position, while SK hynix, driven by significant shipment growth, reclaimed the second spot globally. Looking ahead, with seasonal demand and upward price momentum continuing to strengthen, the market’s revenue outlook remains optimistic.
As the mid-to-long term development remains an uncertain perspective of the market intelligence analysis, the Trendforce research team focuses on the five major applications, TV, monitor, NB, tablet, and smartphone, and projects the demand trend for the next five years while taking into account macroeconomics and technology upgrades. In addition, the penetration rate forecast of key product spec is also included as a reference for long-term operation.
In 2Q25, global smartphone production reached approximately 300 million units, up 4% quarter-over-quarter and 4.8% year-over-year. In terms of market share, Samsung maintained its leading position, benefiting from stable demand for its A series and proactive inventory buildup in response to U.S. tariffs, achieving improved production compared to the previous year. Apple ranked second globally; while facing challenges in China due to Huawei’s resurgence and setbacks in AI-related topics, it managed to sustain first-half sales in China at last year’s level through price reductions and subsidy strategies. Xiaomi maintained steady growth and ranked third worldwide, relying on expansion into emerging markets and benefiting from favorable policies in China.
In the mobile DRAM market, price disparities among different applications remain significant. Due to greater-than-expected increases in 3Q25 contract prices, pricing negotiations in the PC and smartphone sectors have progressed slowly, while prices for consumer products are being updated frequently. The volatility in mobile DRAM prices is increasing end-product costs and may dampen future sales momentum.
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