IDC Cuts Global Smartphone Shipment Forecast Amid Tariff Uncertainty
International Data Corp (IDC) has lowered its 2025 global smartphone shipment Growth forecast from 2.3% to just 0.6%, citing tariff-driven economic uncertainty and reduced consumer spending. The forecast reflects challenges for manufacturers like Apple amid escalating U.S.-China trade tensions and tariff risks, with Apple expected to see a 1.9% decline due to competition and economic pressures. Despite this, modest growth is anticipated from the U.S. and China, where government subsidies support Android device sales. Apple is shifting production to India and Vietnam to reduce reliance on China, but potential new tariffs on U.S.-bound smartphones pose significant risks. Overall, IDC expects slow growth through 2029 due to longer device replacement cycles and used phone market impacts.
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