July 14 - The growth of global smartphone shipments
slowed in the second quarter as buyers, wary of U.S.
tariff-driven economic uncertainty, curbed spending, especially
on low-end devices, data from research firm International Data
Corp showed on Monday.
Shipments increased by 1% in the April-June quarter to 295.2
million units, according to the preliminary data, slower than
the 1.5% growth recorded in the previous quarter.
WHY IT'S IMPORTANT
Demand in China declined in the second quarter, as subsidies
failed to stimulate demand, with Apple ( AAPL ) seeing a 1%
drop.
Overall demand has tapered as consumers deprioritize
spending on smartphones, especially in low-end segments.
Sellers have continued to push higher price points to make
up for the slowdown in unit shipments by offering AI in more
affordable devices, IDC said.
KEY QUOTES
"In the face of ongoing political challenges, the impact of
war, and the complexities posed by tariffs, the 1% growth in the
smartphone market stands as a critical indicator that the market
is poised to return to growth," said Anthony Scarsella, research
director for Client Devices at IDC.
"Economic uncertainty tends to compress demand at the lower
end of the market, where price sensitivity is highest. As a
result, low-end Android is witnessing a crunch weighing down
overall market growth," said Nabila Popal, senior research
director for Worldwide Client Devices.
BY THE NUMBERS
Samsung saw the highest growth, with shipments
increasing 7.9% to 58 million units in the quarter.
Apple ( AAPL ) roughly maintained its market share as the second-top
smartphone seller, with a growth of 1.5% in shipments.
CONTEXT
IDC had in May slashed its 2025 global smartphone shipment
growth forecast to 0.6% from 2.3%, citing tariff-driven economic
uncertainty and a pullback in consumer spending.
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