Tariff Tremors: US Smartphone Market Staring at Double-Digit Decline, But Opportunities Remain
Overview: The US smartphone market may see double-digit declines in 2025 due to potential tariff pricing impacts and growing consumer uncertainty. Smartphone inventories are reaching record highs as OEMs ramp up shipments prior to tariffs taking effect. This may help delay any pricing changes for months. Opportunities for the smartphone ecosystem are emerging, from insurance subscriptions to GenAI-powered affordable flagships.
Table of Contents:
- US smartphone shipments projected to decline in 2025
- Inventories to increase prior to tariffs taking effect
- Despite headwinds, opportunities in smartphone market remain
Number of Pages: 5
Publication Date: May 2025
Category
Industry
Smartphone
Service
USA
Report Type
Report
Time Period
Other
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Author
Maurice Klaehne
Maurice Klaehne is a Senior Analyst with Counterpoint Research, based out of Boston, USA. He has spent more than five years working as a market researcher and strategy consultant, heavily focused on emerging markets and uncovering new growth opportunities for his clients, which include business service, CPG, healthcare, and life science companies. Maurice holds a Master's degree in International Development and Management from Lund University in Sweden, and an undergraduate degree in Political Science and International Development from McGill University in Canada. He is a native German speaker and also speaks fluent French.