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Global Smartphone Shipments Rise 1% in Q2, Huawei Reclaims China Lead

Manufacturers are offsetting sluggish low-end demand by leveraging AI features through premium pricing.

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Samsung Galaxy Z Fold 7 phones are displayed during an event in New York, U.S., July 8, 2025. REUTERS/Jeenah Moon/File Photo
iPhones sit on display at the Apple Fifth Avenue store, in New York City, U.S., May 23, 2025. REUTERS/Adam Gray/File Photo
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Overview

  • Global shipments totaled 295.2 million units in Q2, reflecting a 1% year-over-year increase.
  • Samsung led the global market with 58 million units shipped, up 7.9% on the strength of its AI-enhanced Galaxy A36 and A56 models.
  • Apple shipped 46.4 million iPhones, a 1.5% rise buoyed by double-digit growth in emerging markets despite a 1% drop in China.
  • China’s market shrank 4% to 69 million units, creating conditions for Huawei to reclaim the top domestic spot with an 18.1% share.
  • Manufacturers are pushing mid-range and premium devices with AI features to counter continued pressure on low-end Android segments from tariffs and subdued consumer spending.