Local mobile output Up 55% in September 2025
Pakistan’s local mobile phone manufacturing and assembly surged 55% month-on-month to 3.01 million units in September 2025, driven by strong consumer demand and new product launches, according to the Pakistan Telecommunication Authority (PTA).
The data showed a 40% year-on-year increase, reflecting a low base from September 2024 when sales were dampened by heavy pre-buying in June 2024 ahead of budget changes. The sharp monthly rebound was attributed to pent-up demand, as consumers delayed purchases before the release of new smartphone models.
Read More: Mobile phone assembly in August 2025
Leading brands such as Samsung, Xiaomi, and Infinix boosted activity with the launch of their latest devices — Galaxy S25 FE, Redmi 15 series, and Infinix Note 40X 5G — triggering a spike in replacement and upgrade purchases. During the first nine months of 2025, locally manufactured and assembled mobile phones totaled 22.78 million units, marking a modest 1% rise from the same period last year.
Of the total units, 52% (11.92 million) were smartphones, while 2G handsets accounted for 48% (10.86 million). PTA data indicated that 94% of Pakistan’s mobile phone demand during 9M2025 was met through local production, reflecting the success of government-backed localization policies introduced in recent years to reduce import dependency.
Industry analysts said the sector is benefiting from a stable exchange rate, easing inflation, and improving consumer confidence. The mobile market’s growth outlook for the next 12 months remains positive, with expected sales expansion of 7–8% year-on-year.
Within the listed space, Airlink Communication Limited (AIRLINK) and Lucky Cement Limited (LUCK) — through their ventures in smartphone assembly — are expected to benefit from higher volumes, as their partner brands Tecno, Xiaomi, and Samsung continue to rank among Pakistan’s top-selling models. The robust momentum in Pakistan’s local mobile manufacturing sector underscores its growing role in the country’s import substitution and industrial diversification strategy.
