Counterpoint Drops 2025 Smartphone Shipment Forecast Citing Tariff Uncertainty

Citing uncertainty over U.S. tariffs, Counterpoint Research has trimmed its 2025 global smartphone shipment forecast, dropping the expected growth from 4.2% to 1.9% year-over-year. While most regions are still expected to grow, the latest Market Outlook report anticipates declines in North America and a flat year for China.The main drag on the forecast comes from potential price hikes passed on to consumers, with Counterpoint revising its projections for both Apple and Samsung downward. The report suggests higher costs could hurt demand, a possibility we've covered regarding potential iPhone price increases. "All eyes are on Apple and Samsung because of their exposure to the US market," commented Associate Director Liz Lee. "Although tariffs have played a role in our forecast revisions, we are also factoring in weakened demand not just in North America but across Europe and parts of Asia."Continue ReadingSpotlight Deal:UGREEN FineTrack Smart Tracker With Apple Find My Support Drops to $9.99 [50% Off]Share Article:Facebook, Twitter, LinkedIn, Reddit, EmailFollow iClarified:Facebook, Twitter, LinkedIn, Newsletter, App Store, YouTube

Jun 8, 2025 - 22:40

Counterpoint Drops 2025 Smartphone Shipment Forecast Citing Tariff Uncertainty

Citing uncertainty over U.S. tariffs, Counterpoint Research has trimmed its 2025 global smartphone shipment forecast, dropping the expected growth from 4.2% to 1.9% year-over-year. While most regions are still expected to grow, the latest Market Outlook report anticipates declines in North America and a flat year for China.

The main drag on the forecast comes from potential price hikes passed on to consumers, with Counterpoint revising its projections for both Apple and Samsung downward. The report suggests higher costs could hurt demand, a possibility we've covered regarding potential iPhone price increases. "All eyes are on Apple and Samsung because of their exposure to the US market," commented Associate Director Liz Lee. "Although tariffs have played a role in our forecast revisions, we are also factoring in weakened demand not just in North America but across Europe and parts of Asia."

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