Core Insights - The Southeast Asian smartphone market is experiencing a decline, with a year-on-year drop of 1% in Q3 2025, resulting in a total shipment of 25.6 million units, marking the third consecutive quarter of decline [2] Group 1: Market Performance - Samsung leads the region with a shipment of 4.6 million units and an 18% market share, benefiting from a high-end product mix in markets like Thailand, Vietnam, and Malaysia [2] - Transsion follows closely with 4.6 million units and an 18% market share, maintaining slight year-on-year growth [2] - Xiaomi ranks third with 4.3 million units and a 17% market share, driven by a surge in shipments from the POCO series [2] - OPPO holds fourth place with 3.8 million units and a 15% market share, facing significant declines due to weak demand and channel adjustments [2] - Vivo rounds out the top five with 2.9 million units and an 11% market share, supported by the new Y series models [2] Group 2: Brand Strategies - Entry-level smartphone shipments are becoming increasingly volatile, posing management challenges, yet remain crucial for market share rankings [4] - OPPO and Vivo focus more on value rather than sheer volume, while brands like Honor and Xiaomi aim to increase shipments for broader brand penetration [4] - Following a sluggish first half of 2025, manufacturers are expected to adopt more aggressive strategies in the latter half, including early launches of new products [4] - Rising material costs due to increased memory and storage prices will significantly impact low-priced devices, especially in a market where over 60% of smartphones are priced below $200 [4] Group 3: Competitive Landscape - Transsion leads in Indonesia and the Philippines with its cost-effective Infinix and TECNO models, although rising memory and storage costs may threaten its pricing strategy [7] - Samsung maintains a strong position in Thailand and Vietnam, showcasing resilience amid intensified competition, aided by the early launch of the A17 and A07 series [7] - Xiaomi achieved market leadership in Malaysia with the strong release of the Redmi 15, highlighting its capability to accelerate the adoption of 5G devices in the mass market [7]

Core Insights - The Southeast Asian smartphone market is projected to decline by 1% year-on-year in Q2 2025, with shipments totaling 25 million units due to ongoing tariff uncertainties [1] Company Performance - Xiaomi regained the top position in the Southeast Asian smartphone market for the first time since Q2 2021, with a shipment of 4.7 million units and a market share of 19%, reflecting an 8% year-on-year increase [1] - Transsion ranked second with a shipment of 4.5 million units and an 18% market share, experiencing a significant 17% year-on-year growth driven by new entry-level model launches [1] - 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 [1] - OPPO (excluding OnePlus) ranked fourth with a shipment 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 [1] - Vivo placed fifth with a shipment of 2.8 million units and an 11% market share, experiencing a 21% year-on-year decline as the company is undergoing strategic adjustments to enhance profitability [1]

Core Insights - Xiaomi has regained the top position in the Southeast Asian smartphone market for the first time since Q2 2021, with a shipment volume of 4.7 million units and a market share of 19%, reflecting an 8% year-on-year growth [1] Market Performance - The Southeast Asian smartphone market experienced a year-on-year decline of 1% in Q2 2025, with total shipments amounting to 25 million units [1] - Xiaomi's strong performance is attributed to the robust sales of its Redmi series and an expansion in channel coverage [1]