Apple Hit Highest Ever Third Quarter as Global Smartphone Market Grew 3% in 3Q25 Says Omdia
Global smartphone shipments rose 3% year on year in 3Q25, as vendors stocked up in anticipation of strong holiday quarter
Worldwide smartphone shipment market share, top vendors, 3Q25
“Returning demand also enforces the importance of effective portfolio segmentation, where the iPhone 17 series has been a clear stand-out. The base iPhone 17 exceeded launch expectations with upgraded storage at unchanged pricing, while the redesigned iPhone 17 Pro and Pro Max continue to attract consumers globally. iPhone Air’s shipments remain modest, but its marketing effectiveness has proven strong, and serves as a core technical testbed for Apple, potentially positioning Apple for future form factor innovations”.
“Many vendors used the muted 1H25 to calibrate inventories, streamline operations, and strategically optimize launch cycles, and are now benefitting from reigniting consumer demand,” added Chiew. “TRANSSION was a particular stand-out, growing by double digits compared to 3Q24 to its highest 3Q volume ever. This growth was supported by prudent inventory management earlier in the year, recovering demand in Middle East and Africa and refreshed model series such as Infinix’s Hot 60 and Smart 10 series.”
“Still, economic fears and uncertainty continue to weigh on vendors’ strategic planning, with many having to carefully balance volume scale, profitability, and revenue targets. Vendors remain cautious amid looming headwinds, but success in the short term will depend on identifying clearly defined opportunities with effective go-to-market and marketing strategies.”
“Competitive pressures in the current market are intense, and many vendors are experiencing significant strain on profitability,” said Runar Bjørhovde, Senior Analyst at Omdia. “Rising bill-of-materials (BoM) costs, for example, are tightening the balance between competitive pricing versus margins. Semiconductors including storage and memory are under heavy pressure as smartphone vendors compete for production capacity amid the hypergrowth of datacenters and AI investments.”
“The reality is that neither competition nor BoM costs will see short-term relief, making it essential for vendors to capture wider opportunities to grow revenues and differentiate themselves in the market. Subscription services, accessories, bundles and ecosystem upsells have all become key focus areas for strengthening consumer propositions, keeping monetization paths in mind.”
“The challenge of implementing will be especially acute in emerging markets, where entry-level devices dominate. Here, avoiding price wars through offering financing options can make operational models more sustainable while keeping devices accessible to consumers - for whom smartphones make a transformative difference.”
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Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets combined with our actionable insights empower organizations to make smart growth decisions.
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Contact
Omdia
Fasiha Khan
fasiha.khan@omdia.com
This news is a press release provided by Omdia.
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16:00
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10월 10일 17:15