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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