XIAOMI(HK:01810) Bei Jing Shang Bao·2025-08-13 08:17Core Insights - The Southeast Asian smartphone market is projected to decline by 1% year-on-year in Q2 2025, with shipments reaching 25 million units due to ongoing tariff uncertainties [2] Company Performance - Xiaomi regained the top position in the Southeast Asian smartphone market for the first time in four years, with shipments of 4.7 million units and a market share of 19%, reflecting an 8% year-on-year increase [2] - Transsion ranked second with shipments of 4.5 million units and an 18% market share, experiencing a significant 17% year-on-year growth driven by new entry-level model releases [2] - Samsung secured the third position with 4.3 million units shipped and a 17% market share, although it saw a 3% year-on-year decline; however, demand for its 5G models increased in markets like Vietnam and Singapore [2] - OPPO (excluding OnePlus) ranked fourth with shipments of 3.5 million units and a 14% market share, facing a 19% year-on-year decline due to intensified competition in the entry-level market [2] - Vivo placed fifth with shipments of 2.8 million units and an 11% market share, experiencing a 21% year-on-year decline as the company undertakes strategic adjustments to enhance profitability [2]