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Institution: Affected by the impact of significant storage price hikes on the low-end market, ODM/IDH smartphone shipments declined by 10% year-on-year in the second half of 2025
19 hour ago /
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Author：小编
According to Counterpoint Research, in the second half of 2025, storage prices rose significantly, imposing substantial cost pressures on the global smartphone industry, with the low-end market being particularly hard-hit. In the same period, smartphone sales priced below $150 declined by 11% year-on-year. Since OEMs' shipments of low- to mid-end models heavily rely on ODM/IDH, the market downturn caused by rising costs inevitably affected the ODM-IDH sector. Counterpoint Research data shows that smartphone shipments designed by ODM/IDH companies plummeted by 10% year-on-year in the second half of 2025, ending two consecutive years of growth.
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