LG Smartphone Production Drops 53% QoQ to 3 Million Units; Last

SONY Smartphone Q3 Production Forecast Rebounds to 500,000 Units

Core Overview: According to the latest data, the estimated production volume for SONY smartphones in the third quarter (Q3) of 2026 will rebound to 500.0 K pcs, representing a 25% growth compared to the second quarter's 400.0 K pcs. Although this figure is completely flat compared to the same period in 2025 (500.0 K pcs) and far below the historical peak of 10 million units per quarter in 2014, the quarterly rebound indicates that the new model effect or seasonal demand in the second half remains present. Overall shipment volume has found a bottom in the range of approximately "2 million units per year." Key Details: Observing long-term trends, SONY's mobile business has completely transformed. As seen from the Data Series, since 2024, quarterly production has mostly fluctuated in the 500 K to 800 K pcs range, with forecast values for the first two quarters of 2026 (400 K pcs) hitting a new low in recent years. This Q3 rebound (+100 K pcs) is critical, symbolizing that the supply chain, after undergoing inventory adjustments in the first half, has returned above the "profitability defense line" of 500,000 units, which typically corresponds to the stocking cycle for the new Xperia 1 or 5 series flagships. Deep Attribution: Market analysis indicates that SONY's "small and beautiful" strategy is set. According to recent earnings calls and foreign media reports, SONY management has repeatedly reiterated that the mobile business is "vital" to the group, not for chasing market share, but as an integration hub for camera and audio technologies. By raising the average selling price (ASP) and cutting marketing costs, the division can maintain breakeven or even profitability despite extremely low sales volume. Online opinion also shows that SONY's "professional" positioning targeting photographers and audiophiles allows it to retain a group of highly loyal users in a red ocean market. Outlook and Risks: In the short term (1-2 months), attention is needed on whether actual Q3 shipments can meet expectations, and if new model pricing strategies become excessively high due to rising component costs, further suppressing buying sentiment. In the medium term (3-6 months), as the Apple iPhone 17 and Samsung's new generation flagships are set to debut in the second half, whether SONY can hold the 500,000-unit defense line in the fourth quarter of 2026 will be a challenge; if it cannot continue to differentiate in AI features or hardware specifications, the niche market may face a more severe risk of shrinking. Online Search Reference Sources: https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQGKIao9Qh1cM0SxoHblaWngVV5RSRuNoorvTd03dA4KQwVa0p9w3_Z-eXNZgCwUt4FKo6WxeC2dcy_bQ8ad5JQIYkTAFbsBuC24EW_mEP_WiMhYvYf479mHnaCAl1giYd_S8pFJ84KgcSrnuSJJYmX2tx0V7lGpmtu9T2pvkVXlsF1TcO3stw6UnviripOpUw12cMbdtrHrJo6h https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQEixRCLOA0kmnbFcVl4m4IFYX45pFZHBb9I7Tfxh-rUw_ewQpBNk8LPBxiCqHARfkYk8Gy89tNxf9xqWyGmDt0rbb2Hmr4nj_rI_cUsrP6FzXcgqsxYknIO-izk-TwRoS6Alvj8WrvNL4Smh1eYEC3L3ar3fP2YGaDuJ3Om3dAo6q5OrXTDQYyuaTFUlN5NbeA0jhauk1QzblQ5oakAjGrUzBo= https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQGoenmJV1fd4mG1ssRQugbGEhJBbS1I12Km8QCg4d1aL6781hkkUUzofSuAHhgwXc75V3qXa934LWDyA-t993AGotyHS0n8L-_e0MVg5tvwcNZ8Wj16G0Drw1OQZdabDN0sy_y3GZNV-g4Ol8xKV8C7ab30bdX3ddVy9WRdstYCBfYe2Cc=