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.

Key Highlights

• 2Q25, representing a 4% increase quarter-over-quarter and a 4.8% increase year-over-year.
• Samsung, Apple, and Xiaomi remain the top three brands in the global smartphone market.
• Mobile DRAM prices experienced significant volatility in 3Q25, driving up end-product costs and posing the risk of price hikes and suppressed demand in the future.
• Mobile DRAM prices vary greatly by application. Although the price gap among different segments is expected to narrow amid the current price surge in 3Q25, contract prices for smartphones remain the lowest in the market.
• Given fluctuating memory material costs, brands need to strengthen inventory and market management to cope with the increasingly uncertain environment.

Table of Contents

1. Key Points
2. Smartphone Market Update
3. Updates on Mobile Memory Market
   • 2Q25 Mobile DRAM Price Premium by Applications
   • Price Trends of Tier 1 Chinese Smartphone Brands

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