US Smartphone Shipments Decline 19% YoY in Q3 2023 as More Americans Delay Smartphone Upgrade

  • US smartphone shipments declined YoY for the fourth straight quarter in Q3 2023 amid weak consumer demand. 
  • Google, Samsung and TCL were among the brands recording the steepest YoY declines, while Motorola and Nokia HMD managed growth amid a challenging market environment.  
  • Apple’s iPhone shipments declined 11% YoY, in part due to the later launch date of the iPhone 15 series compared to the iPhone 14 series.  
  • Weak upgrade rates at the carriers were the main source of weak smartphone shipments, signaling that consumers are opting to hold on to their devices for longer. 

Denver, Boston, Toronto, London, New Delhi, Hong Kong, Beijing, Taipei, Seoul – November 1, 2023 

US smartphone shipments declined 19% in Q3 2023, according to Counterpoint Research’s Market Monitor data. Samsung, Google, and TCL saw steep declines of 26%, 37% and 51%, respectively, in their smartphone shipments. However, Motorola and Nokia HMD managed to increase their shipments by 31% and 17%, respectively, compared to the same period last year. Apple’s shipments were down 11% compared to Q3 2022, part of which is attributable to the later launch date of the iPhone 15 series compared to the iPhone 14 series, which pushed some shipments into Q4 2023.  

Commenting on the Q3 2023 performance, Research Analyst Matthew Orf said, “OEMs were cautious to increase their shipments during the quarter as consumer demand remained low. While upgrade rates were slightly up at the carriers when compared to last quarter, they remained much below their usual levels as consumers opted to hold on to their devices for longer instead of upgrading. Improved durability with stronger build quality, less impressive upgrades among new smartphone releases, and an uncertain macroeconomic environment have all contributed to the malaise we are seeing in the US smartphone market.”  

Senior Research Analyst Maurice Klaehne said, “Despite the 19% decline in overall smartphone shipments, there were some brands that saw growth. Motorola and Nokia HMD were able to buck the market trend and achieve growth with refreshed portfolios and stronger presence in prepaid and national retail channels. Samsung and TCL struggled in the low end of the market with devices approaching their end of life (EOL).” 

On foldables market trend, Klaehne said, “Foldables are one potential bright spot in the US smartphone market, with increasing number of Android foldables options. Samsung launched its Galaxy Z Flip and Fold 5 in August, while OnePlus launched its first foldable and Motorola launched the sub-$900 Motorola Raz 2023 in early Q4 2023.” 

Commenting on the prepaid and postpaid market landscape, Associate Director Hanish Bhatia said, “Postpaid carriers continue to face strong competition from cable players Spectrum and Xfinity. This is driven by aggressive promotions and bundling of mobile with broadband. Verizon has been on the back foot but scaling its 5G mid-band coverage quickly in 2023-24. On the prepaid side, H1 2023 saw a lot of action with T-Mobile’s acquisition of Mint Mobile, Verizon losing TracFone subscribers while expanding Total Wireless’ retail footprint, Dish consolidating its prepaid brand portfolio, and new MVNOs entering the retail landscape.”  

Commenting on the iPhone 15 launch and overall market outlook, Research Director Jeff Fieldhack said, “Despite the carriers continuing to offer strong promotions through the quarter, upgrade rates at the carriers remained near record lows. We expect a seasonal rebound in upgrade rates during the fourth quarter, but they are likely to remain lower than in the same period last year. There is a large installed base of iPhone 11 and iPhone 12 users in the US that is likely to upgrade to the iPhone 15 series this year. But while we saw the usual high wait times for the iPhone 15 series at launch, they came back down to earth quicker than for the iPhone 14 series, which could signal that the slump in consumer smartphone demand will extend to the iPhone 15 in Q4 2023.” 


Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry. 

Analyst Contacts 

Matthew Orf

Maurice Klaehne

Hanish Bhatia

Jeff Fieldhack

Follow Counterpoint Research


Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customized work on the above topics is provided for high precision projects.

Term of Use and Privacy Policy

Counterpoint Technology Market Research Limited


In order to access Counterpoint Technology Market Research Limited (Company or We hereafter) Web sites, you may be asked to complete a registration form. You are required to provide contact information which is used to enhance the user experience and determine whether you are a paid subscriber or not.
Personal Information When you register on we ask you for personal information. We use this information to provide you with the best advice and highest-quality service as well as with offers that we think are relevant to you. We may also contact you regarding a Web site problem or other customer service-related issues. We do not sell, share or rent personal information about you collected on Company Web sites.

How to unsubscribe and Termination

You may request to terminate your account or unsubscribe to any email subscriptions or mailing lists at any time. In accessing and using this Website, User agrees to comply with all applicable laws and agrees not to take any action that would compromise the security or viability of this Website. The Company may terminate User’s access to this Website at any time for any reason. The terms hereunder regarding Accuracy of Information and Third Party Rights shall survive termination.

Website Content and Copyright

This Website is the property of Counterpoint and is protected by international copyright law and conventions. We grant users the right to access and use the Website, so long as such use is for internal information purposes, and User does not alter, copy, disseminate, redistribute or republish any content or feature of this Website. User acknowledges that access to and use of this Website is subject to these TERMS OF USE and any expanded access or use must be approved in writing by the Company.
– Passwords are for user’s individual use
– Passwords may not be shared with others
– Users may not store documents in shared folders.
– Users may not redistribute documents to non-users unless otherwise stated in their contract terms.

Changes or Updates to the Website

The Company reserves the right to change, update or discontinue any aspect of this Website at any time without notice. Your continued use of the Website after any such change constitutes your agreement to these TERMS OF USE, as modified.
Accuracy of Information: While the information contained on this Website has been obtained from sources believed to be reliable, We disclaims all warranties as to the accuracy, completeness or adequacy of such information. User assumes sole responsibility for the use it makes of this Website to achieve his/her intended results.

Third Party Links: This Website may contain links to other third party websites, which are provided as additional resources for the convenience of Users. We do not endorse, sponsor or accept any responsibility for these third party websites, User agrees to direct any concerns relating to these third party websites to the relevant website administrator.

Cookies and Tracking

We may monitor how you use our Web sites. It is used solely for purposes of enabling us to provide you with a personalized Web site experience.
This data may also be used in the aggregate, to identify appropriate product offerings and subscription plans.
Cookies may be set in order to identify you and determine your access privileges. Cookies are simply identifiers. You have the ability to delete cookie files from your hard disk drive.