International Smartphone Cargo Forecast For 2025 Revised Downward Over Tariff Uncertainty: Report | Expertise Information

New Delhi: Market intelligence analysis agency Counterpoint Analysis has lowered its international smartphone cargo forecast for 2025. The agency has revised its 2025 international smartphone cargo development forecast downward to 1.9% year-on-year, from the sooner projection of 4.2%, citing uncertainties surrounding US tariffs.

Nevertheless, most areas are nonetheless anticipated to see development, besides North America and China, in line with Counterpoint Analysis’s newest Market Outlook: Smartphone Cargo Forecast Report. Worth will increase from value pass-throughs stay a key point of interest, though the tariff state of affairs is fluid and unpredictable.

Commenting on the revised forecast, Affiliate Director Liz Lee mentioned, “All eyes are on Apple and Samsung due to their publicity to the US market. Though tariffs have performed a job in our forecast revisions, we’re additionally factoring in weakened demand not simply in North America but additionally throughout Europe and components of Asia.”

Lee added, “We nonetheless count on optimistic cargo development for Apple in 2025, pushed by the sturdy efficiency of the iPhone 16 collection in Q1 2025.” She additionally famous that premiumisation tendencies stay supportive throughout rising markets like India, Southeast Asia, and the Gulf nations—these are long-term tailwinds for iPhones.

Counterpoint Analysis’s present forecasts assume a comparatively steady tariff setting via 2025. Nevertheless, the escalating rhetoric and uncertainty round commerce coverage may considerably affect producers’ pricing methods, provide chain planning, and in the end, shopper demand.

Commenting on projections for international smartphone cargo development in 2025, Affiliate Director Ethan Qi mentioned, “The intense spot this yr—once more—will doubtless be Huawei. We’re seeing an easing in sourcing bottlenecks for key elements, at the least via the remainder of the yr, which ought to assist Huawei acquire substantial share within the mid-to-lower-end segments at dwelling.”