Counterpoint Research slashed its 2025 global smartphone shipment growth forecast to 1.9% from 4.2%, according to CNBC. The firm cited U.S. tariff uncertainty and weakening global demand. Apple’s projected shipment growth was cut to 2.5% from 4%, while Samsung is now expected to see no growth, down from a prior 1.7% estimate. The firm said Apple and Samsung face lowered forecasts due to U.S. market exposure, tariffs, and weakened demand across multiple global regions. Apple faces scrutiny over U.S. tariffs on China, prompting it to increase U.S. shipments from India as it expands iPhone production. Trump criticized Apple for building iPhones in India, insisting the company should manufacture them in the U.S. instead.
