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Due to the lingering uncertainty surrounding US tariff policies, Counterpoint Research revised its forecast for global smartphone shipment growth in 2025 downward from 4.2% to 1.9% on Wednesday. Despite this revision, the firm maintains its prediction that Huawei's smartphone shipments will experience a notable 11% year-on-year increase. Additionally, other brands like Motorola, Xiaomi, realme, and Apple are anticipated to sustain positive growth, albeit at a more modest pace. Counterpoint Research emphasizes that the ambiguity surrounding tariff policies has disrupted market demand and supply chain planning. However, select brands, such as Huawei, which is experiencing fewer supply chain bottlenecks and robust momentum in its self-developed chips, are poised to achieve significant growth.
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