Insight: Transsion's Smartphone Shipments Continued to Decline in Q2 2025 Amid Weakening Profitability

Transsion maintained its fifth position in Q2 2025 but faced challenges with a slight shipment decline amid rising costs and tough competition in key markets.

Transsion retained its fifth position in the global smartphone market in Q2 2025, unchanged from the first quarter. The company's three brands—Tecno, Itel, and Infinix—posted a combined 1.6% YoY smartphone shipment decline, underperforming the total market's 3.5% YoY growth. Before Q3 2024, the combined Transsion brands had enjoyed five consecutive quarters of growth. The Chinese vendor faces significant challenges across its major markets: weakening demand in emerging markets, a more restrictive Russian business environment, rising component costs, and intensified competition from Samsung and other Chinese brands. The latter two factors, in particular, continued to hurt the vendor's profit margin in Q2 2025. Even so, the company now prioritizes sustainable growth while maintaining profitability, rather than sacrificing margins for scale.