Global smartphone production has reached 289 million units in Q1-2025, reflecting a 3 percent year-on-year decline, according to TrendForce. Despite the modest dip, production remained broadly stable across leading manufacturers, supported in part by China’s consumer subsidy program, which helped offset softer demand in other regions.
Brand Performance Highlights
Samsung regained the top spot with a 21 percent quarter-over-quarter surge, producing 64 million units. This growth was driven by preparations for upcoming flagship launches and a strategic ramp-up to counteract new U.S. tariff risks.
Apple followed with 48 million units, marking a steep 40 percent QoQ drop as demand for its newest models eased post-launch. Its limited exposure to China’s subsidies and increased local competition weighed on its performance in that market. However, tariff concerns in the U.S. prompted early buying, temporarily boosting shipments.
Xiaomi held steady in third place with 42 million units, leveraging a diverse portfolio that spans all market tiers. The brand benefited from subsidy-driven domestic demand and continued gains from its broader ecosystem of connected devices, including smart home products and EVs.
Oppo, including sub-brands OnePlus and Realme, produced 27 million units — down 26 percent QoQ and 19 percent YoY. The drop was attributed to inventory corrections, although Realme saw momentum in South America among cost-conscious younger consumers.
Vivo, including iQoo, secured fifth place with 24 million units. Its China-centric strategy aligned well with the subsidy-driven surge in domestic sales, contributing to year-over-year growth.
Transsion ranked sixth, producing nearly 22 million units. However, it faced a 20 percent QoQ and 28 percent YoY drop as it remained outside the subsidy zone and faced intensified competition in its core emerging markets.
Outlook
While smartphone production was relatively steady in Q1, concerns over the global economic and political climate are expected to limit demand recovery in the near term. TrendForce anticipates a flat smartphone production outlook for Q2 2025 as brands take a cautious stance in response to market uncertainties.
