Core Viewpoint - The smartphone market is expected to see a seasonal increase in production in the second half of 2025, with a projected quarterly growth of 9% and an annual growth of 7%, reaching 328 million units. However, supply constraints in memory components may impact lower-tier smartphone profitability, potentially offsetting some growth momentum [2]. Group 1: Market Performance - The Chinese market is projected to see a slight annual sales increase of 2%, maintaining a 23% market share as the largest consumer market due to subsidy policies in the first quarter [3]. - India is expected to grow by 2% in annual sales, holding a 13% market share, benefiting from recovering demand [3]. - North America is forecasted to experience a 1% annual sales decline, with an 11% market share, as demand has slowed down in the second half of the year [3]. Group 2: Brand Production Rankings - Samsung leads the market with a production of approximately 63 million units, a quarterly increase of 8%, and a market share of 19% [4][6]. - Apple follows with a production of about 57 million units, achieving its highest third-quarter output ever, and holds a 17% market share [4][7]. - Xiaomi ranks third with nearly 45 million units produced, a quarterly increase of 6%, and a market share of 14% [4][8]. - OPPO produced around 40 million units, with an 8% quarterly increase, benefiting from sales recovery in India and Southeast Asia [4][9]. - Transsion reached a production of over 29 million units, a quarterly increase of 9%, primarily driven by emerging markets in Africa and Asia [4][10]. - Vivo produced approximately 28 million units, with a quarterly increase of over 8%, and its market share is closely trailing Transsion [4][11].