Counterpoint Quarterlies aggregate important notes we’ve published during the past three months – all organized by research area.

Counterpoint Quarterly Q3 2025: Smartphones

The Smartphones edition brings together all of our smartphone-related notes from Q3 2025. It offers a comprehensive collection of data, insights, and a deeper analysis of the key thoughts and perspectives from our analysts throughout the quarter.

PDF | 106 Pages

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Table of Contents

  • AI + XR 360 Summit on November 17, 2025
  • Global Smartphone ASP to Reach $412 in 2029 from $370 in 2025
  • 5G Share in Vietnam’s Smartphone Shipments Reaches 50% in Q2 2025
  • Latin America Smartphone Shipments Rise 4% in Q2 2025 Despite Adverse Economic Conditions
  • China Smartphone Sales Decline 2% YoY in First 8 Weeks of Q3 2025 as Market Takes Breather
  • Transsion Maintains MEA Leadership, Fuels Global Growth with Smartphone Premium Push and Business Diversification
  • Apple’s Sept 2025 Event: A New Era for iPhones, Apple Watches
  • Europe Smartphone Shipments Return to Growth in Q2 2025
  • Survey: 4 in 10 India Smartphone Consumers Require Repeat Visits for Repairs
  • Apple Unveils New Watch Lineup Alongside the Advanced AirPods Pro 3
  • Samsung’s Galaxy Z Fold7 Makes Foldables Mainstream in Western Europe
  • Apple iPhone 17 Series: Pro Models Get Major Camera & Cooling Upgrades, New Air Model Redefines Thin and Light Design
  • Infographic: Q2 2025 | Smartphones | Mobile Market Monitor
  • Apple Snack Pack Report
  • Global Premium Smartphone Sales Hit Record H1 High in 2025
  • Global Refurbished Smartphone Sales Growth Slows in H1 2025 as Market Challenges and Macro Uncertainty Increase
  • Global Foldable Smartphone Market Recovers, Rising 45% YoY in Q2 2025; Motorola and NAM See Huge Gains
  • From Camera to AI: A Decade of Pixel’s Strategic Evolution
  • Anxiety, Panic, Stress: Survey Reveals Emotional Cost of Smartphone Durability Issues
  • Indonesia's Q2 2025 Smartphone Shipments Decline 7% YoY, 5G Shipments Hit Record High
  • Google Pixel 10 Series: Tensor G5 Processor Powers New Gemini AI Experiences, Improved Cameras, Pixelsnap Accessories and More
  • India’s Smartphone Exports Surge 30% YoY in H1 2025 to Reach 40 Million Units
  • US Smartphone Sell-through up 9% YoY in Q2 2025, Driven by Strong Performance from Big 3 Carriers
  • Europe Poised for Foldable Smartphone Growth on Surge in Innovation
  • Apple Posts Record June Quarter Revenues
  • Xiaomi Q2 2025 Results Show Growth Engine Shift Beyond Smartphones
  • Global Smartphone Revenues Exceed $100 Billion in Q2 2025, First Time During a 2nd Quarter
  • India Smartphone Shipments Rise 8% YoY in Q2 2025 With iPhone 16 as Most-shipped Device
  • Foldable Smartphone Growth in Rest of APAC: Chinese OEMs Bring Their A Game
  • Japan Court Blocks Google Pixel 7 Sales over Patent Dispute - A Landmark SEP Ruling with Broad Market Implications
  • China’s Average Smartphone Battery Capacity World’s Highest, Up 11% YoY in May 2025
  • A Detailed Look at the Shifting BoM Cost of Samsung Galaxy S23 Ultra, S24 Ultra, and S25 Ultra
  • Survey: Battery Takes the Lead in Budget Smartphone Spec Priorities in India
  • China Smartphone Shipments Slip 2% YoY in Q2 2025 Due to Fragile Demand, Subsidy Slowdown
  • Global Smartphone Shipments Up 2% YoY in Q2 2025 on Growth in Developed Markets; Samsung Continues to Lead
  • Apple Drives 31% YoY Jump in Japan’s Q1 2025 Smartphone Sales
  • MWC Shanghai 2025: AI & 5G Applications and Device Innovations
  • China Smartphone Market Expected to Grow YoY in H1 2025: Five Shifts Reshaping the Competitive Landscape
  • Samsung Galaxy S25 Edge First Week Sales in Western Europe Higher Than Every Plus Variant After 2021
  • China Q2 2025 Smartphone Sell-through: Huawei, Apple Enjoy Strong YoY Growth in Muted Market
  • The Unseen Grind: A Visit to Apple’s Durability Lab
  • Galaxy A56 brings Welcome Boost to Samsung in Western Europe