In brief: what happened
According to the State Customs Service, the volume of imports of electric telephone or telegraph apparatus and videophones (УКТЗЕД 8517) in January 2026 rose by 49.2% compared with January 2025 — to $177.8 million. This is a significant acceleration following an annual import volume in 2025 of almost $1.63 billion (29.5% more than in 2024).
Where it’s coming from
China accounted for the bulk of shipments in January — 58.1% or approximately $103.3 million. Other notable suppliers: the United Kingdom (9.2%, $16.3 million) and the United States (8.8%, $15.6 million). By comparison: in 2025 the leaders were China ($907.9 million), Vietnam ($21 million) and Taiwan ($13.6 million).
Exports — small and stable
Ukraine's exports of this category in January amounted to $10.4 million (compared with $10.5 million in January 2025). Main buyers were Hungary (65%), Poland (22%) and Taiwan (6.8%). This indicates preservation of export routes, but a significant imbalance between imports and exports.
"The growth in imports is not just a signal of increased demand: it is a change in the structure of supply chains that raises questions about diversification, network security and support for local assembly and service initiatives."
— Analysis by the RazomUA editorial team
Why this matters for Ukraine
1) Consumption economy and confidence. The rise in imports amid wartime and postwar reconstruction points to a recovery in purchasing power and the existence of supply channels. A Rakuten Viber survey shows that Ukrainians replace their phones on average every 4–5 years, so the increase is partly a cumulative effect of device stock renewal rather than mass annual demand.
2) Strategic dependence. The large share of supplies from China (58%) increases risks related to supply-chain disruptions, quality control and potential cybersecurity concerns. This does not prohibit trade, but it poses tasks for state policy and business regarding supplier diversification and equipment certification.
3) Opportunities for the local industry. The gap between imports and exports shows room for the development of components, servicing and assembly in Ukraine. Investments in service centers, certification and local assembly can reduce external vulnerability and create jobs.
Brief conclusions and what’s next
The rise in phone imports is more than just sales statistics. It's a signal: the market is reviving, but dependence on certain suppliers increases strategic risks. The question for policy now is how to turn the import wave into a catalyst for developing local service, production and supply-chain diversification.
The next step lies with the state and businesses: technical standards and certification, measures to support local assembly and encourage alternative suppliers. Whether the Ukrainian market will seize this opportunity depends on decisions at the intersection of economics and security.
