Smartphone Market Bulletin - Sep. 25, 2025
Last Modified
2025-09-25
Update Frequency
Biweekly
Format
Market consolidation in the smartphone industry will persist in the short term, though brand rankings may shift. Apple is set to gain share on strong new model sales, Xiaomi’s in-house chip advances will reinforce its position, and Vivo may rise as Transsion declines.
For memory, Mobile DRAM is expanding into PCs, servers, and automotive sectors with its low power and high-speed advantages, intensifying competition and narrowing price gaps across applications.
Key Highlights
- The smartphone market is highly consolidated among major brands.
- Apple is set to become the market leader, boosted by strong iPhone 17 basic model sales, potentially surpassing Samsung.
- Xiaomi plans a Q2 2026 launch for its next-gen self-developed processor in high-end phones.
- Brazil's competitive market is diversifying beyond its traditional dominant players.
- Mobile DRAM's efficiency is driving its expansion into PC, server, and automotive, intensifying competition and converging prices.
Table of Contents
- Key Points
- Smartphone Market Update
- Market (Production) Shares of Top Five Global Smartphone Brands in 2025
- Distribution of Samsung’s Smartphone Production by Model Series
- Production of New iPhone Models Released in 2025 – Distribution by Model
- Updates on Mobile Memory Market
- DRAM Product Mix
- Mobile DRAM Consumption by Application
<Total Pages: 6>

Category: Smartphones
Spotlight Report
-
DRAM Monthly Datasheet Mar. 2026
2026/03/17
Consumer Electronics
EXCEL
-
NAND Flash Monthly Datasheet Mar. 2026
2026/03/17
Consumer Electronics
PDF
-
1Q26 Mobile Datasheet
2026/03/02
Consumer Electronics
EXCEL
-
Smartphone Storage: AI Driven Growth - 2026
2026/03/18
Consumer Electronics
PDF
-
Mobile DRAM Industry Analysis-1Q26
2026/03/05
Consumer Electronics
PDF
-
Smartphone Production May Drop Over 15%: 2026 Memory Surge Ignites Cost Storm
2026/01/23
Consumer Electronics
PDF
Smartphone Market BulletinRelated Reports
Download Report
4,500
Membership
Spotlight Report
-
DRAM Monthly Datasheet Mar. 2026
2026/03/17
Consumer Electronics
EXCEL
-
NAND Flash Monthly Datasheet Mar. 2026
2026/03/17
Consumer Electronics
PDF
-
1Q26 Mobile Datasheet
2026/03/02
Consumer Electronics
EXCEL
-
Smartphone Storage: AI Driven Growth - 2026
2026/03/18
Consumer Electronics
PDF
-
Mobile DRAM Industry Analysis-1Q26
2026/03/05
Consumer Electronics
PDF
-
Smartphone Production May Drop Over 15%: 2026 Memory Surge Ignites Cost Storm
2026/01/23
Consumer Electronics
PDF