The Pakistan Telecommunication Authority (PTA) reported that local mobile manufacturers and assemblers produced 3.59 million units in July 2025, showing a 123% year-on-year jump and a 64% month-on-month increase, largely due to low base effects.
Topline Research noted that the surge was partly due to sales in July 2024 having dropped after heavy pre-buying in June, ahead of budget changes.
Likewise, June 2025 volumes fell to 2.19 million units due to supply chain issues linked to regional conflicts, creating a low base for July’s rebound.
In total, 17.83 million locally manufactured or assembled phones were sold in July 2025, representing a 6% decrease from the same month last year.
Of these, 52% (9.36 million) were 2G sets while 48% (8.47 million) were smartphones. Local production accounted for 95% of the country’s mobile phone demand during the month.
The top 10 assembled brands included VGO Tel (2.12m), Infinix (2.01m), Itel (1.53m), Vivo (1.38m), Xiaomi (1.04m), Samsung (0.93m), Tecno (0.89m), Q Mobile (0.72m), G’Five (0.7m), and Nokia (0.65m).
Looking ahead, industry analysts expect mobile sales to grow 7–8% annually over the next year as base effects stabilize and inflation stays relatively lower. Seasonal launches from global brands like Samsung and Xiaomi in September are also likely to boost demand.
Among listed companies, Airlink Communication (AIRLINK) and Lucky Cement (LUCK) are expected to gain, as their partnered brands, such as Tecno, Xiaomi, and Samsung, feature among Pakistan’s top sellers.