Chinese mobile phone manufacturers support 60% of the global market, and the overseas shipment structure enters a period of reconstruction.

Against the backdrop of rising storage chip prices and ongoing increase in supply chain costs, the global smartphone industry is entering a new round of structural adjustment cycle. On January 14th, IDC released data showing that global smartphone shipments in the fourth quarter of 2025 increased by 2.3% year-on-year, with total shipments reaching 1.26 billion units for the year, a 1.9% increase year-on-year. However, this round of recovery is driven more by high-end models, foldable screens, and consumers' expectations of future price increases prompting them to upgrade early. IDC also warned that with key components remaining tight, the market environment in 2026 will face significant pressure. "In the past year, rising storage and supply chain prices have had the most obvious impact on the market segments below $100, and this pressure may continue into 2026, continuing to affect manufacturers' pricing and shipment pace." Another research firm, Omdia analyst Lucas, told reporters that Chinese manufacturers' overseas expansion has not stopped, but competition methods and target price bands are undergoing noticeable changes.