Counterpoint cuts 2025 global smartphone shipment growth forecast to 1.9% from 4.2%

Apple’s A18-powered iPhone 16
Research firm Counterpoint cut growth expectations for global smartphone shipments in 2025 to 1.9% on Wednesday, down from its earlier forecast of 4.2%, citing uncertainties surrounding U.S. tariffs.
Reuters:
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The downgrade signals challenges for manufacturers that already face weakening sales amid heightened geopolitical tensions and escalating tariff disputes.
The research firm also revised year-on-year shipment growth from China down to near-flat, while Apple and Samsung’s (005930.KS), opens new tab shipments are expected to slow…
Apple sells more than 220 million iPhones a year worldwide, with a fifth of total iPhone imports to the United States now come from India, and the rest from China.

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MacDailyNews Take: Counterpoint cites “uncertainties surrounding U.S. tariffs”for their lowered forecast. If you’re uncertain, how can you forecast global shipments? Answer: You can’t. Making shipment forecasts in the middle of worldwide trade negotiations is a fool’s errand.
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