Overview: The global smartphone market is expected to grow slightly year-over-year in 2025, which is a downward revision from our February forecast. This is due to increased uncertainty caused by expected price increases and macroeconomic pressures due to the US tariff. In this environment, smartphone OEMs plan to competitively launch differentiated products such as GenAI Smartphones and foldables to maintain their market position. Apple plans to launch its first foldable in 2026.
This Excel report presents quarterly forecasts of smartphone model shipments by major brands through the end of 2026.