Local mobile phone companies manufactured/assembled 2.61 million units during December 2025, down 12 percent year-on-year (YoY) compared to 2.95 million units in December 2024.
Cumulatively, local manufacturing/assembly reached 30.21 million units in 2025, down 4 percent YoY.
According to Topline Securities, the decline in overall manufacturing is primarily attributable to subdued consumer demand amid extended replacement cycles, which have increased globally to around 40 months.
Of the 30.21 million units produced during 2025, 52 percent (15.64 million units) were smartphones, while the remaining 48 percent (14.57 million units) were 2G phones.
Pakistan fulfilled 93 percent of its mobile phone demand through local manufacturing/assembly in 2025, compared to the last 5-year (2020-2024) average of 77 percent and 9-year (2016-2024) average of 52 percent.
Top 10 locally assembled brands during 2025 include Infinix (3.65 million units), followed by VGO Tel (3.57 million units), Vivo (2.80 million units), Itel (2.34 million units), Samsung (1.85 million units), Tecno (1.84 million units), Xiaomi (1.38 million units), Q Mobile (1.11 million units), Realme (1.06 million units), and OPPO (1.01 million units).
Outlook
Going forward, mobile phone sales will likely grow by 7-8 percent YoY over the next 12 months, supported by a stable PKR, easing inflation, and improving consumer purchasing power.
Within the listed space, Airlink Communication (AIRLINK) and Lucky Cement (LUCK) stand to benefit from rising demand, as their locally assembled brands like Tecno, Xiaomi, and Samsung rank among the top 10 in Pakistan.
