Overview: Soaring memory prices that emerged in H2 2025 have placed significant cost pressure on the global smartphone industry, particularly hitting the low-end phone segment. Given that smartphone OEMs' low- to mid-end smartphone shipments rely heavily on ODMs (Original Design Manufacturers), this cost-driven downturn has inevitably spilled over into the ODM space. As a result, shipments of smartphones designed by ODM/IDH companies recorded a sharp YoY decline of 10% in H2 2025, ending two consecutive years of growth. For more details, pls download the full report.
Table of Contents:
Introduction
▪ Definitions
▪ Overview of ODM Model
▪ Executive Summary
Global Smartphone Market Review, H2 2025
- Global Smartphone Shipments in H2 2025
- Smartphone Market Regional Overview
- Global Smartphone Shipments by OEM Client Group
Global Smartphone ODM Market Analysis, H2 2025
- Smartphone Outsourced Design Analysis
- Smartphone Outsourced Manufacturing Analysis
- Key OEM-ODM Relationships
- ODM Company Analysis
- List of Top 10 Models Manufactured by ODMs
- Top Smartphone EMS Performance, H2 2025
Forecasts for Smartphone ODM Market
- ODM Performance Forecast for 2026 and Beyond
- Smartphone ODM Market Forecast Assumptions
- Opportunities for ODMs in Other Smart Devices
Manufacturing Diversification Beyond China
▪ Diversification Beyond China Continues
▪ ‘Made in India’ Snapshot
Components, Parts and Semiconductors
Tech Trends and Dynamics
Published Date: April 2026
