Counterpoint Research has downgraded its prediction for global smartphone shipment growth in 2025, slashing it from 4.2% to 1.9%. This revision is primarily driven by the unpredictability surrounding U.S. tariff policies. Consequently, growth expectations for Apple and Samsung have been tempered to 2.5% and 0%, respectively. Furthermore, the revised forecast also reflects weakened demand in North America, Europe, and certain regions of Asia. Amidst this backdrop, Huawei stands as a notable exception, with shipments anticipated to surge by 11% in 2025, fueled by the alleviation of its component procurement constraints.