Overview

• Counterpoint Research slashed its 2025 global smartphone shipment growth forecast to 1.9% year-on-year from 4.2%, citing renewed tariff uncertainties.
• North American shipments are now forecast to decline as tariff-related price increases deter consumer demand.
• Samsung’s 2025 shipment growth projection was cut to zero percent and Apple’s forecast was pared back to 2.5% as cost increases are passed on to buyers.
• Huawei is forecast to achieve an 11% year-on-year shipment gain in 2025 thanks to easing component bottlenecks and strong performance in China’s mid-to-lower-end segments.
• Apple CEO Tim Cook stated existing tariffs could add $900 million in costs this quarter, reinforcing expectations of higher prices for the upcoming iPhone 17 lineup.