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Omdia's latest research shows that the global smartphone market is expected to grow by 4% year-on-year in the fourth quarter of 2025, thanks to seasonal demand recovery and improved inventory management, despite some manufacturers being affected by rising component costs. The growth is mainly concentrated in leading manufacturers, including Apple and Samsung, with strong performance in key regions. Global smartphone shipments in 2025 are expected to increase by 2% year-on-year to reach 1.25 billion units. This reflects a market recovery with steady growth, but uneven performance: the first half of the year was weak, while the second half saw better performance driven by strong demand in emerging markets and positive responses to flagship model releases. However, the rising costs of memory and supply shortages have started to impact the market and have limited the shipment potential in the fourth quarter. The increasing cost pressure at the end of the year suggests that manufacturers will focus more on price control, profitability, and operational efficiency in 2026.
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