Smartphone Market Bulletin - Sep. 25, 2025

Last Modified

2025-09-25

Update Frequency

Biweekly

Format

PDF

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.

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