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Global smartphone shipments ticked higher in Q2 2025, with signs of stabilisation in key regions. Mid-range Android competition intensified while premium demand held up, shaping near-term pricing and channel dynamics.
Volumes up modestly: Early recovery signals continue, led by select regions and segments.
Mid-range pressure: Competitive pricing likely in A- and B-grade Android stock.
Premium resilience: Steady demand supports secondary values for recent-gen flagships.
Distributors should watch OEM mix shifts and regional appetite—especially where Android promotions drive channel inventory rotations.
Price bands: Expect sharper discounting on mid-tier new stock; align secondary buy/sell spreads.
SKU focus: Prioritise fast-moving memory/colour combos; avoid slow variants.
Export routes: Track demand pockets in Africa and LATAM for outlet opportunities.