According to the latest survey by TrendForce Jibang Consulting, the mobile phone market ushered in the traditional peak season in the second half of the year. Coupled with brands releasing new devices, global smartphone production increased by 9% quarterly and 7% per year in the third quarter of 2025, reaching 328 million units, and seasonal production momentum increased markedly. The agency said that in the fourth quarter, various flagship brands released new models one after another, and demand was supported by global e-commerce promotions and stocking. However, as memory supply shrinks and prices rise, the profit margin of low-end mobile phones will first be compressed, which may offset some of the growth momentum. The agency predicts an annual increase of 1.6% in smartphone production for the full year of 2025, and it is not ruled out that the full-year forecast will be lowered again due to memory.

According to the latest survey by TrendForce Jibang Consulting, the mobile phone market ushered in the traditional peak season in the second half of the year. Coupled with brands releasing new devices, global smartphone production increased by 9% quarterly and 7% per year in the third quarter of 2025, reaching 328 million units, and seasonal production momentum increased markedly. The agency said that in the fourth quarter, various flagship brands released new models one after another, and demand was supported by global e-commerce promotions and stocking. However, as memory supply shrinks and prices rise, the profit margin of low-end mobile phones will first be compressed, which may offset some of the growth momentum. The agency predicts an annual increase of 1.6% in smartphone production for the full year of 2025, and it is not ruled out that the full-year forecast will be lowered again due to memory.