Apple took the lead in global smartphone sales in the first quarter of 2025, according to data from Counterpoint Research. The strong performance was driven by the launch of the iPhone 16e and solid demand in key markets like Japan and India.
The global smartphone market grew by 3% during the quarter. However, Counterpoint expects the market to decline in 2025. The forecast is based on ongoing economic uncertainty and new U.S. tariffs, which could impact consumer demand and disrupt supply chains.
According to the report, a volatile macroeconomic environment may lead buyers to delay smartphone purchases. This behavior could increase trade risks and create instability across the supply chain.
Ankit Malhotra, Senior Research Analyst at Counterpoint, said the recent tariff announcement did not result in a demand spike. “As per our current estimates, the tariff announcement did not lead to a major demand increase because of the uncertainty around tariffs and policy. Since tariffs were announced in April, it did not impact iPhone demand in Q1 2025,” he noted.
Samsung followed Apple with an 18% market share. Xiaomi continued its growth, while vivo and OPPO took the fourth and fifth spots respectively.
Even with a strong first quarter, analysts remain cautious about the year ahead. External pressures and changing buyer behavior could challenge market stability in the coming months.