As per the latest data released by the Pakistan Telecommunication Authority (PTA), local mobile phone companies manufactured/assembled 2.49 million units during Nov 2025, up 8% YoY compared to 2.31 million units in Nov 2024.

Read More: Mobile phone assembly falls 46% in August

The modest increase in local production is due to a slight recovery as production has begun to normalise following the earlier slowdown and inventory build-up.

Cumulatively, local manufacturing/assembly reached 27.6 million units in 11M2025, down 3% YoY.

Of the 27.6 million units produced during 11M2025, 53% (14.51 million units) were smartphones, while the remaining 47% (13.09 million units) were 2G phones.

Pakistan fulfilled 88% of its mobile phone demand through local manufacturing/assembly in 11M2025, down from the 10M2025 average of 93%. This decline was largely attributable to a higher import mix following the launch of the Apple iPhone 17.

Top 10 locally assembled brands during 11M2025 include Infinix (3.47mn units), followed by VGO Tel (3.07mn units), Vivo (2.57mn units), Itel (2.2mn units), Tecno (1.73mn units), Samsung (1.57mn units), Xiaomi (1.35mn units), Q Mobile (1.06mn units), Realme (1.0mn units), and G’Five (0.92mn units).

Outlook

Topline analysts said that they expect mobile phone sales to grow by 7-8% 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.