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Global Smartphone Shipments Forecast Cut Amid US Tariff Uncertainty (AAPL)

Published: Wednesday, June 4, 2025 · 9:40 AM  |  Updated: Wednesday, June 4, 2025 · 9:40 AM

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🗝️ Key Points

  • Counterpoint Research, a global technology market analysis firm, has revised its global smartphone shipment forecast for this year.
  • The forecast has been lowered from the previous estimate of 4.2% growth to 1.9%, primarily due to uncertainties surrounding U.S.
  • tariffs.The firm also adjusted China's shipment growth rate to almost flat, indicating minimal growth.

Counterpoint Research, a global technology market analysis firm, has revised its global smartphone shipment forecast for this year. The forecast has been lowered from the previous estimate of 4.2% growth to 1.9%, primarily due to uncertainties surrounding U.S. tariffs.

The firm also adjusted China’s shipment growth rate to almost flat, indicating minimal growth. Both Apple (AAPL, Financial) and Samsung are expected to experience declines in their shipment volumes. The anticipated decrease is attributed to these companies passing on increased costs to consumers.

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