The US smartphone market continues to grow, but we look forward to a shift

Smartphone The market is due to a big shift for the rest of 2025. latest Canal survey results This shows that the global smartphone market rose 0.2% in the last quarter. It’s a slight increase, but it drops compared to previous growth numbers. The latest data shows the third consecutive quarter when market growth slowed.

“Markets that have had strong momentum over the past year, such as India, Latin America and the Middle East, experienced a significant decline in the first quarter of 2025, indicating saturation of the exchange demand for mass market products.”

Of the smartphone carrier, Samsung has shipped the most 606.5 million units. Canalys cited several releases Popular Samsung model And new A series Prices as a reason for last quarter growth.

Canalys pointed out that most Android brands adjust their inventory levels in the first quarter to avoid disruptions with new products and channel product pricing.

The US smartphone market rose 12% year-on-year in the first quarter. Apple drove these results iPhone Line While it is the second leading carrier worldwide, it has sold 55 million units. However, things are expected to change due to changes Trump administration’s tariff policy.

“Apple has actively built inventory ahead of expected tariff policies,” says Le Xuan Chiew, research manager at Canalys. “While iPhones produced in mainland China still account for the majority of US cargo, India’s production will increase towards the end of the quarter, covering standard iPhone 15 and 16 series models, along with accelerating production of the 16 Pro Series.”

Tariffs could change the US smartphone market. Chiew already expects the US market to be volatile for the next two to three quarters. Waiting for what happens at the tariffs Apple could move production from China to India.

Customs duties can be limited in availability of cheaper models, and can lead to higher prices, and can also bring uncertainty to Android products.