TrendForce集邦·2026-03-09 08:33Core Insights - The global smartphone production reached 337 million units in Q4 2025, a quarter-on-quarter increase of 2.7%, driven by Apple's new product launch [2] - Apple and Samsung both produced nearly 240 million units in 2025, ranking first globally [2] - The total smartphone production for 2025 is estimated at 1.254 billion units, reflecting a year-on-year growth of 2.5% [2] - In 2026, due to soaring memory prices, global smartphone production is expected to decline by approximately 10%, dropping to 1.135 billion units [2] Brand Performance Summary - Apple: In Q4 2025, Apple produced approximately 87 million units, a 54% quarter-on-quarter increase and a 9% year-on-year increase, totaling 239.8 million units for the year [3][5] - Samsung: Samsung's Q4 2025 production was around 58.2 million units, an 11.1% year-on-year increase, with a total of 239.8 million units for 2025 [3][6] - Xiaomi: Xiaomi produced 41.5 million units in Q4 2025, a 7% decrease from the previous quarter, with an annual total of approximately 169.8 million units [3][7] - Oppo: Oppo's production for 2025 was about 143 million units, with a slight decrease in Q4 production [3][8] - Vivo: Vivo's Q4 production decreased by 16%, with an annual total of 102 million units [3][9] - Transsion: Transsion's Q4 production fell to 21.1 million units, a 28% decrease, with a focus on low-end models [3][10] - Honor: Honor's Q4 production increased by 7%, but faces competition and cost pressures in 2026 [3][11] - Lenovo: Lenovo's production remained stable in Q4 2025, with an annual total of approximately 61 million units [3][12]