Global Smartphone Shipments Rise 2.3% YoY in Q4 2025 Despite Memory Shortages, Boosting Apple LED Market (IDC)

Global smartphone shipments recorded modest but meaningful growth in the fourth quarter of 2025, rising 2.3 percent year-over-year despite ongoing supply-side pressures, according to International Data Corporation (IDC). The market showed resilience in the face of a persistent memory chip shortage, logistical constraints, and cautious consumer spending in several regions. For the full year 2025, worldwide smartphone shipments reached 1.26 billion units, signaling a gradual recovery after periods of stagnation.

Premium devices played a major role in driving this growth, as consumers continued to prioritize high-end features and longer replacement cycles. Foldable smartphones gained wider acceptance, contributing to higher average selling prices and renewed interest in flagship models. Additionally, accelerated purchasing activity ahead of expected price increases helped lift shipments toward the end of the year, particularly in developed markets.

Apple and Samsung emerged as the strongest performers during the quarter, recording the highest growth rates among the top five smartphone brands. Apple led the global market for the third consecutive year, shipping 81.3 million units in Q4 2025 and capturing a 24.2 percent market share. The strong performance was fueled by demand for the iPhone 17 series and solid sales momentum in China and other key regions.

Samsung followed closely, shipping 61.2 million units and securing an 18.2 percent share of the global market, supported by a broad portfolio spanning premium and mid-range devices. Chinese manufacturers Xiaomi, Vivo, and Oppo rounded out the top five, maintaining competitive positions through aggressive pricing and strong distribution networks, particularly in emerging markets.