Overview
- Omdia’s preliminary data shows a year‑over‑year rebound in Q4 2025 driven by holiday demand and cleaner channel inventories.
- Apple led the quarter with its highest‑ever fourth‑quarter shipments on strong iPhone 17 uptake alongside continued sales of older models.
- Samsung ranked second at about 18% share, buoyed by high‑volume Galaxy A17 devices in the sub‑$300 tier.
- Full‑year 2025 shipments reached roughly 1.25 billion units, up about 2% from 2024, with Apple finishing the year as the top vendor and Xiaomi, vivo, and OPPO following.
- Omdia cautions that rising DRAM and NAND prices and other component constraints could pressure shipments in 2026, particularly for budget‑tier brands.