Tariff Tremors: US Smartphone Market Staring at Double-Digit Decline, But Opportunities Remain
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May 7, 2025
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.
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Maurice Klaehne is a Senior Analyst with Counterpoint Technology Market 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 in International Development and Management from Sweden's Lund University, and an undergraduate degree in Political Science and International Development from Canada's McGill University. He is a native German speaker and also speaks fluent French.
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