Global smartphone shipments increased 1% to 295.2 million units
in the second quarter, despite tariff concerns and macroeconomic
uncertainty, according to preliminary data from research firm
IDC.
Samsung shipped 58 million units in the quarter, the
highest, led by sales of its new AI-enabled Galaxy A36 and A56
products.
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
in the quarter.
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
Global smartphone shipments grew 1% to 295.2 million units
in the second quarter.
Samsung and Apple ( AAPL ) shipments increased 7.9% and
1.5% in the quarter, respectively.
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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