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Counterpoint Quarterly Q2 2025: Smartphones

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July 4, 2025

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

Counterpoint Quarterly Q2 2025: Smartphones

The Smartphones edition brings together all of our smartphone-related notes from Q2 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 | 112 Pages

Table of Contents

  • How Smartphone OEMs Can Stay Competitive in Era of AI Agents
  • Counterpoint Conversations: Samsung's Agentic AI Strategy for Seamless, Secure, and User- centric Interactions
  • Counterpoint Quarterly Q1 2025: Smartphones
  • Smartphone OEMs Can Tackle Trump Tariffs with Base Change
  • Global Smartphone Market Grows 3% in Q1 2025 But Future Uncertain; Apple Takes #1 Spot in Q1 For First Time
  • Smartphone Shipments Up 3% YoY in Q1 2025; Samsung Takes Top Spot With Narrow Lead Over Apple: Prelim Data
  • China’s Subsidy Scheme Fails to Generate Sustained Smartphone Demand
  • Outsourcing to ODM Partners Contributed Record 44% to Global Smartphone Shipments in 2024
  • Infographic: Smartphones | Apple iPhone 16e | BoM Cost
  • Survey: High Demand for Compact Smartphones in India, But Market Has Limited Options
  • China Smartphone Sales Rise 2.5% YoY in Q1 2025, Driven by Government Subsidies
  • Moto Launches Three RAZR Flips at NYC Event
  • Strategic Edge Drives Motorola’s Highest Smartphone Sales in a Decade
  • Global Smartphone CIS Shipments Climb 2% YoY in 2024
  • India Smartphone Shipments Decline 7% YoY in Q1 2025; Premiumization Drives Highest-Ever Q1 Average Selling Price
  • Global Smartphone Market Revenue Grew 3% YoY in Q1 2025; Apple, vivo Only Brands to Grow Among Top 5
  • US Smartphone Sales Fall 2% YoY in Q1 2025 on Drop in Premium Segment
  • Premium Smartphone SoC Revenues Rise 34% YoY in 2024, Account for Half of Total Android Smartphone SoC Revenues
  • US Smartphone Shipments in March Surged 30% YoY in Response to Tariffs
  • Vietnam Smartphone Shipments Decline in Q1 2025; Apple Fastest-Growing Among Top Brands
  • Samsung Galaxy S25 Edge: Snapdragon 8 Elite, Galaxy AI, 200MP Camera and Titanium Body in Ultra slim Design
  • Motorola’s 2024 Smartphone Shipments Hit Record High, Driven by Affordability and Diversification
  • Apple Intelligence Review – Part 1: Writing and Summarization Shine, But Notification Handling Needs Smarts
  • Global Smartphone Market Share: Quarterly
  • Japan’s MIC Rules Are Reinforcing Apple’s Dominance in the Premium Market
  • China Smartphone Market Share: Quarterly
  • Apple iPhone Market Share
  • India Smartphone Market Share: Quarterly
  • iPhone Pro Users Replacing Phones Faster Than Non-Pro Users
  • MEA Smartphone Shipments Rise 7% in Q1 2025 Driven by Festive Sales
  • 2025 Off to Shaky Start in Europe: Smartphone Shipments Down 4% YoY in Q1
  • US Smartphone Market Share: Quarterly
  • LATAM Q1 2025 Smartphone Shipments Fall 4% YoY after Seven Quarters of Annual Growth
  • Advanced Features and Promotions Fuel Premium Push in Canada Smartphone Market
  • iPhone 16 Leads Global Smartphone Sales in Q1 2025
  • Counterpoint Conversations: Glance Brings GenAI-powered AI Commerce to Smartphones Globally
  • Counterpoint Lowers 2025 Global Smartphone Shipment Forecast on US Tariff Uncertainty
  • iPhone 16e Enters Europe’s Top 10 in First Month
  • Q1 2025 Global Smartphone Sales, Top 10 Best Sellers
  • Global Smartphone Sales Share by Operating System
  • Increasing Adoption of Domestic 50MP CIS Boosts Revenue of Chinese Image Sensor Companies
  • Global Smartphone Manufacturing to Weaken in 2025, India to Buck Trend
  • Europe’s Foldable Smartphone Market is Flatlining, but Competition Continues to Intensify
  • Apple Intelligence Review – Part 2: On-device AI Elevates Creativity with Image Playground, Genmoji and Photo Editing Tools
  • Global iPhone Sales Increase Double Digits in Apr-May, Driven by Growth in US and China
  • Infographic: Smartphones | Xiaomi 15S Pro | Key IC Suppliers
  • Galaxy A56 brings Welcome Boost to Samsung in Western Europe

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Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.