Counterpoint Research·2025-10-23 09:03Core Insights - The global ODM smartphone shipment volume is expected to grow by 7% year-on-year in the first half of 2025, with Huakin and Longqi maintaining their leading positions in the industry [4][10] - The overall global smartphone shipment volume is projected to increase by 2% year-on-year, while outsourced design orders are expected to rise by 7%, indicating that OEM manufacturers are increasing ODM outsourcing to cope with intense market competition and cost pressures [5][11] - ODM-designed smartphones accounted for 43% of the total global shipment volume, marking the highest level for the same period since 2019 [5] ODM Market Analysis - The ODM industry is undergoing a restructuring phase, with Huakin and Longqi continuing to hold strong positions. Tianlong Mobile has shown significant growth, ranking third in the industry [9] - Lixun Precision has taken over most of the ODM customer resources from Wentai, but the integration and uplift of ODM business will take time, currently ranking fourth in the market [9][10] - Other ODM manufacturers are actively exploring new business areas such as customized products, LED, and AIoT, although these new ventures are unlikely to yield significant short-term profits [9] Future Outlook - The ODM smartphone shipment volume is expected to have growth potential in the coming years, as mainstream ODMs continue to diversify their business [10][11] - OEM manufacturers are likely to increase their outsourcing ratios to alleviate operational pressures amid ongoing global economic challenges [11] - The report provides a comprehensive assessment of the strategic choices between outsourcing and in-house production among major brands, as well as insights into the evolving roles of upstream participants, including semiconductor suppliers [11]