12 June 2025
Smartphone production at 289 million units in Q1
Global smartphone production reached 289 million units in Q1 2025, says market research firm TrendForce. Compared to Q1 2024, the figures represent a 3% decline. However, in China, sales in Q1 were boosted by an ongoing consumer subsidy program.
Looking ahead to Q2, uncertainty surrounding the global political and economic landscape is expected to dampen consumer demand, resulting in a flat production outlook compared to Q1, says TrendForce.
Q1 marked the return of Samsung to the top position, with production increasing 21% quarter-over-quarter (QoQ) to reach 64 million units. Growth was driven by preparations for flagship model launches and a production ramp-up in response to new U.S. tariffs.
Apple took the second spot with 48 million units produced, representing a 40% QoQ decline as shipments of its latest models tapered off. Most of Apple’s products fall outside the scope of China’s subsidies and face stiff competition in the Chinese market, contributing to a significant drop in Q1 market share. In contrast, U.S. sales were pulled forward due to tariff concerns, though this may weaken demand later in the year.
Xiaomi (including sub-brands Redmi and Poco) maintained third place with nearly 42 million units produced. The brand’s comprehensive product portfolio across premium, mid-range, and entry-level segments, combined with the boost from China’s subsidies, led to solid Q1 performance. Additionally, its integrated product ecosystem—spanning smartphones, smart homes, and EVs—bolstered Xiaomi’s market positioning and supported sales of high-end models.
Oppo (including OnePlus and Realme) ranked fourth, producing around 27 million units. This marks a 26% QoQ and 19% YoY decline, primarily driven by inventory adjustments. The brand has been actively expanding in overseas markets such as Europe and South America. Realme, in particular, has gained traction among younger consumers in South America with its affordable and stylish designs.
Vivo (including iQoo) produced 24 million units in Q1. With sales concentrated in China, Vivo also benefited from the subsidy program to achieve year-over-year production growth.
Transsion (including TECNO, Infinix, and itel) ranked sixth with nearly 22 million units, a 20% QoQ drop. The company did not benefit from subsidy-driven demand as its sales remain focused on emerging markets outside China. Increased investment by competitors in regions like Africa and Central Asia, combined with a high base effect from inventory replenishment in 1Q24, led to a sharper 28% YoY decline in production.
