Apple, Samsung smartphone growth cut due to tariffs: Analysts

Forecasts for Apple And the growth of Samsung expedition this year was greatly reduced by the search for counterpoint Wednesday in uncertainty on American tariff policy.

Research holding said that it had revised its growth forecasts for shipping smartphones in 2025 to 1.9% in annual sliding, against 4.2% before, citing “renewed uncertainties surrounding the American prices”.

US President Donald Trump Announced “reciprocal prices” on imports from the world of the world of these tasks days later.

However, with an imminent price uncertainty, counterpoint research has reduced its growth forecasts for the two biggest smartphone players in the world. Apple shipments should increase by 2.5% in annual sliding in 2025, against a previous forecast of 4%, according to Counterpoint Research. Samsung expeditions should now see no growth this year, compared to the 1.7% increase which was previously projected.

But these are not only the prices behind these revised forecasts.

“All eyes are on Apple and Samsung because of their exposure to the American market. Although the prices have played a role in our forecast revisions, we have also taken into account the demand weakened not only in North America, but through Europe and in certain parts of Asia,” said the associate director of Counterpoint research, Liz Lee, in a press release.

The growth of Apple’s demoted shipments will be motivated by the series of iPhone 16 devices, as well as by the emerging market customers who buy more expensive phones, said Counterpoint.

Expeditions are not equivalent to sales and represent the number of devices that smartphones suppliers send to retailers. They are a measure of demand that smartphones are waiting for.

Apple in particular was examined in the midst of speeches on American prices on China, where the American giant is 90% of its iPhones. Apple has has increased its expeditions to the United States from Indiawhere he has continued to increase the production of his flagship product.

But it’s also drew Trump’s angerWho last month said that he did not want apple construction in India, and that they should make them in the United States

CounterPoint Research reported Huawei as a positive point in the sea of ​​previsions lowered, the Chinese technology giant should win 11% growth in annual sliding in 2025.

“We note a relaxation around the supply of bottlenecks for key components at least in the rest of the year, which should help Huawei grasp a substantial part in the end at the end of the house,” said Ethan Qi, associate director of Counterpoint Research, in a press release.

Huawei has seen a rebound in smartphones sales on its internal China market since the end of 2023, where a pierced in semiconductors for its deviceshelped relaunch his fortune.