ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

Omdia: Southeast Asia smartphone shipments slip 1% in 3Q25 as vendors face mounting cost pressures

Latest research from Omdia shows that the Southeast Asia’s smartphone market declined 1% in 3Q25, with shipments totaling 25.6 million units - the third consecutive quarter of year-on-year contraction. Samsung led the region with 4.6 million units and an 18% share, driven by its premium-leaning portfolio in higher-ASP markets such as Thailand, Vietnam and Malaysia. This helped offset competitors’ gains in more price-sensitive markets like Indonesia and the Philippines. TRANSSION followed close behind with 4.6 million units and an 18% share, maintaining its position with modest year-on-year growth. Xiaomi secured third place with 4.3 million units and a 17% share, supported by its POCO series, whose shipments more than doubled year-on-year following the introduction of new entry-level models. OPPO ranked fourth with 3.8 million units and a 15% share, reflecting a significant annual contraction due to softer demand and channel correction. vivo completed the top five with 2.9 million units and an 11% share, driven by new Y-series SKUs that complemented its V-series mid-range lineup. Overall, the market remains under pressure, with total shipments down slightly year on year.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251117149657/en/

Southeast Asia smartphone market shipment, 1Q22 to 3Q25

Southeast Asia smartphone market shipment, 1Q22 to 3Q25

“The volatility of entry-level smartphone shipments is becoming increasingly challenging to manage, but is still a major determinant of volume share leadership,” said Le Xuan Chiew, Research Manager at Omdia. “Brands such as OPPO and vivo are now prioritizing value over volume, while HONOR and Xiaomi are focusing on driving volume to expand brand penetration. A notable example is HONOR’s X6c, where the brand’s expanded channel coverage helped drive volumes, enabling HONOR to more than double its 3Q24 shipments.”

“Following a soft 1H 2025, vendors enter the second half with healthier inventory levels and are expected to be more aggressive, including pulling forward Q3 launches,” he added. “Rising BoM costs, driven largely by higher memory and storage prices, will place significant pressure on lower-priced devices. The impact on the region will be especially pronounced, given its highly price-sensitive nature, with more than 60% of smartphones shipped priced below US$200. To manage rising costs, vendors will need to balance competitive pricing with tough choices on whether to adjust prices, reduce hardware costs, or scale back marketing to protect margins.”

“TRANSSION led shipments in Indonesia and the Philippines, with its competitively priced Infinix and TECNO models resonating strongly in these highly price-sensitive markets. However, rising memory and storage costs could challenge its ability to maintain such aggressive pricing and threaten its volume leadership,” said Sheng Win Chow, Senior Analyst at Omdia. “In Thailand and Vietnam, Samsung maintained a commanding lead in two of its traditionally strongest markets, demonstrating resilience as it defended share against heightened competitive pressure. Samsung’s earlier rollout of the A17 and A07 series played a key role in 3Q25, helping it respond quickly in the entry- and mid-range segments. Meanwhile, in Malaysia, Xiaomi took the top spot, driven by the strong September launch of the Redmi 15, including the early release of the 5G variant, highlighting its ability to deliver affordable 5G devices as mass-market adoption accelerates.”

Southeast Asia’s smartphone shipments and annual growth

Omdia Smartphone Market Pulse: 3Q25

Vendor

3Q25

shipments

(million)

3Q25

market share

3Q24

shipments

(million)

3Q24

market share

Annual

growth

Samsung

4.6

18%

4.2

16%

+10%

TRANSSION

4.6

18%

4.5

17%

+3%

Xiaomi

4.3

17%

4.0

15%

+7%

OPPO

3.8

15%

5.2

20%

-27%

vivo

2.9

11%

2.6

10%

+10%

Others

5.4

21%

5.4

21%

0%

Total

25.6

100%

25.9

100%

-1%

 

 

 

Note: Xiaomi estimates include sub-brand POCO, and OPPO excludes OnePlus. Percentages may not add up to 100% due to rounding.

Source: Omdia Smartphone Horizon Service (sell-in shipments), November 2025

ABOUT OMDIA

Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

“The volatility of entry-level smartphone shipments is becoming increasingly challenging to manage, but is still a major determinant of volume share leadership,” said Le Xuan Chiew, Research Manager at Omdia.

Contacts

Recent Quotes

View More
Symbol Price Change (%)
AMZN  229.16
-0.51 (-0.22%)
AAPL  277.55
+0.58 (0.21%)
AMD  214.24
+8.11 (3.93%)
BAC  52.99
+0.51 (0.97%)
GOOG  320.28
-3.36 (-1.04%)
META  633.61
-2.61 (-0.41%)
MSFT  485.50
+8.51 (1.78%)
NVDA  180.26
+2.44 (1.37%)
ORCL  204.96
+7.93 (4.02%)
TSLA  426.58
+7.18 (1.71%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.