Counterpoint Quarterlies aggregate important notes we’ve published during the past three months – all organized by research area.
Counterpoint Quarterly Q1 2025: Smartphones
The Smartphones edition brings together all of our Smartphones-related notes from Q1 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 | 75 pages

Table of Contents
- 5G Smartphone Shipments Beat Overall Market Growth in Colombia
- India Smartphone Market’s Value Projected to Cross $50 Billion in 2025
- The Ecosystem Driving AI’s Democratization in Smartphones
- Smartphone Market Recovers In 2024 After Two Years Of Decline
- China Smartphone Sales Fall 3.2% YoY in Q4, Only Quarter With YoY Decline in 2024
- China Smartphone Sales Up 1.5% YoY in 2024
- US Smartphone Sales Fall 3% YoY in Q4 2024 Dragged by Sub-$300 Segment
- India Smartphone Market’s Revenue Hits All-time High in 2024, Volume Growth Remains Stable
- Apple Sets All Time Revenue Record in December Quarter, Will Have to Navigate Several Headwinds in 2025
- Global Smartphone Revenues Resume Growth in 2024 After Two Years, ASP Hits Record High
- iPhone 15 Was World’s Top-selling Smartphone in 2024
- Samsung’s Q4 2024 Earnings: With $30 Billion+ AI Opportunity Loss, Redemption on the Horizon?
- iPhone Pro Users Replacing Phones Faster Than Non-Pro Users
- Global Premium Smartphone Share Climbs to 25% in 2024 as Premiumization Continues
- Consumption Subsidy Ignites China Smartphone Market in Q1 2025
- Indonesia's Smartphone Shipments Rise 7% YoY in 2024 Driven by Demand Recovery
- Apple Reaches New High in Global Refurbished Market in 2024, But Supply Remains a Challenge
- MEA Smartphone Shipments Fall 6% YoY in Q4 2024 as Economic Challenges Persist
- China Foldable Smartphone Sales Grow 27% YoY in 2024; Huawei Leads
- Japan’s Smartphone Sales Rise 7% YoY in 2024; Strong Growth Projected for 2025
- Q4 2024 Rounds Off a Good Year for Europe’s Smartphone Market; Shipments Up 4% YoY
- OPPO Find N5 Launch: New Slimness Benchmark for Foldables
- LATAM Smartphone Shipments Sustain Growth for Sixth Consecutive Quarter
- Global Smartwatch Shipments in 2024: Market Declines for First Time, China Leads for First Time
- Shipments of ‘Made in India’ Smartphones Grew 6% YoY in 2024 Amid Record Exports
- GenAI Smartphone Shipments to Exceed 400 Million in 2025, Capturing One-third of Global Market
- Foldable Smartphone Market to See its First Decline in 2025 Before Robust Comeback in 2026
- China’s Secondary Smartphone Market Now Makes Up 20% of Its Total Smartphone Industry as Organized, Unorganized Sectors Grow