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