Pakistan’s local mobile phone manufacturing and assembly witnessed a sharp slowdown in October 2025, with production falling to *2.33 million units, down *23% month-on-month and a steeper 34% year-on-year from 3.53 million units in October 2024, according to the latest data released by the Pakistan Telecommunication Authority (PTA).
“The primary reason behind the decline, as per industry channel checks, is significant inventory pile-up across distributors and retailers, according toSania Irfan,
Analyst at Topline Research. With excess stock already in the supply chain, manufacturers deliberately scaled back production to prevent further buildup and potential write-downs.
Cumulative Picture (Jan–Oct 2025):
Local manufacturers/assemblers produced 25.11 million units in the first ten months of 2025, reflecting a modest 4% YoY decline.
- Smartphones: 13.2 million units (53% of total)
- 2G/feature phones: 11.9 million units (47%)
Despite the slowdown, Pakistan’s reliance on local production remains strong. In 10M2025, 94% of the country’s mobile phone demand was met through domestic manufacturing/assembly — significantly higher than the 5-year average (2020–2024) of 77% and the 9-year average (2016–2024) of 52%.
Top 10 Locally Assembled Brands (10M2025):
- Infinix – 3.12 mn units
- VGO Tel – 2.82 mn units
- Vivo – 2.27 mn units
- Itel – 2.06 mn units
- Tecno – 1.62 mn units
- Samsung – 1.48 mn units
- Xiaomi – 1.31 mn units
- Q Mobile – 0.93 mn units
- Realme – 0.91 mn units
- G’Five – 0.84 mn units
Outlook:
We expect mobile phone sales in Pakistan to rebound and grow 7–8% YoY over the next 12 months, supported by a relatively stable PKR, cooling inflation, and gradual improvement in consumer purchasing power.
Among listed companies, Airlink Communication (AIRLINK) — which assembles Tecno, Xiaomi, and Samsung — and Lucky Cement (LUCK) through its exposure to the sector, are well-positioned to benefit from the anticipated recovery in demand.