Paris (May 1, 2026): Global smartphone shipments designed by original design manufacturers (ODMs) fell 10% year-over-year in the second half of 2025, according to Counterpoint Research's Smartphone ODM Tracker, as soaring memory prices squeezed margins in the low-end segment. Mobiwire, a global ODM with 30 years of product design and manufacturing experience, maintained its position in the global ODM market through the period.
The Counterpoint data attributed the downturn primarily to memory price inflation that hit smartphones priced under $150 particularly hard, with that segment declining 11% YoY. ODMs concentrated in low-end consumer smartphones bore the brunt of the pressure. Counterpoint noted that leading companies with financial strength, economies of scale, and product mix flexibility were best positioned to weather the conditions — a profile consistent with Mobiwire's deliberate strategic shift over the past several years.
Mobiwire's product portfolio spans consumer devices, fintech and payment terminals, industrial and medical hardware, and aerospace electronics — sectors largely insulated from low-end consumer smartphone pricing cycles. The company shipped 36 million devices in 2025 across those verticals, with that diversified base limiting exposure to the memory-driven consumer downturn relative to ODMs concentrated in volume smartphone production.
"The conditions in H2 2025 validated the direction we've been building toward for years," said Pierre Dupic, CEO, Mobiwire. "Our customers in fintech, medical, and aerospace are buying on specification and certification, not on commodity price-per-unit. That insulates us from pricing cycles in a way that a pure consumer smartphone business cannot be."
Counterpoint Research noted that many ODMs are responding to the downturn by diversifying into AI servers and robotics. For Mobiwire, that shift is being driven by growing traction in the US market, where demand for specialized AI hardware is accelerating.
