Canalys Newsroom – Global smartphone market dips slightly in Q2 as vendors respond to tariffs and stagnant demand 

According to the latest research from Canalys (now part of Omdia), global shipments of smartphones fell marginally to 288.9 million units in Q2 2025, as modest consumer demand restricted market growth. Samsung was the largest vendor in Q2, shipping 57.5 million smartphones, up 7% year on year. Its performance was largely driven by its mass market-focused Galaxy A series. Apple finished second on the vendor ranking table, with iPhone shipments down 2% at 44.8 million units. Apple’s performance showed strong resilience amid fierce competition in China and an inventory correction in the US as it adjusted to the rapidly changing tariffs. Xiaomi defended third place, shipping 42.4 million units, backed by particularly strong growth in Latin America and Africa. In fourth, vivo grew 2%, shipping 26.4 million units, backed by strong growth in India, while TRANSSION came fifth, down 3% to 24.6 million units.

“Q2 marked a key turning point for Samsung. It was the first quarter since Q4 2021 in which it recorded the strongest growth among the top five,” said Aaron West, Senior Analyst at Omdia. “Samsung has refocused its strategy on ‘smart volume,’ aiming to profitably scale its mass market Galaxy A series while continuing to grow its premium models. In particular, the entry-level A0x and A1x lines were key drivers in Q2, backed by the newly introduced Galaxy A06 5G, which helped Samsung gain traction in emerging markets. The S25 series maintained steady performance, even though any major uptake in demand from the new Galaxy S25 Edge failed to materialize. Additionally, Samsung’s performance in Q2 was boosted by frontloading of inventory into the US amid tariff concerns, with its shipments there increasing by a remarkable 38% year on year.” 

“While most vendors maintained stable overall performance in Q2, their success often hinged on strong momentum in specific regions to balance softer demand elsewhere,” said Manish Pravinkumar, Principal Analyst at Canalys (now part of Omdia). “The Middle East and Africa stood out as growth engines, each showing robust progress in Q2 2025. Across Africa, strategic government policies, increased vendor competition and a clear shift from feature phones to smartphones, supported by innovative financing models, are accelerating digital adoption. Meanwhile, in the Middle East, rising demand for premium devices was fueled by the growing popularity of ‘Buy Now, Pay Later’ options, a successful Eid Al-Adha sales period and coordinated efforts by vendors and retailers to drive sell-through ahead of a busy H2 launch calendar.” 

Another key highlight in Q2 came from outside the top five from Nothing, which grew 177% year on year, surpassing 1.0 million quarterly shipments for the very first time. Nothing’s route to becoming the strongest growing vendor worldwide was predominantly driven by its successful investments in India. 

“With a flattish outlook for the full year, vendors are prioritizing profitability with short-term tactical gains and long-term strategic investments,” said Sheng Win Chow, Senior Analyst at Canalys (now part of Omdia). “Stringent cost control and optimized enterprise resource planning are priorities for all the major vendors, as past high ambitions have to be adjusted to 2025’s reality. Many vendors are betting on a hectic launch season in Q3, focusing on topics such as AI, foldables and slimness, to reboot demand ahead of the holiday shopping season toward the end of the year. But vendors need to remain cautious in how they approach the market as consumer sentiment remains modest. Also, downward market corrections post inventory build-ups in the US and the fading effect of China’s subsidy scheme will contribute negatively. It will be vital for vendors to work closely with their channel partners to find opportunities and balance inventory levels, which will be key to avoiding any errors that can hamper ambitions for 2026.”

Global smartphone shipments and annual growth

Vendor

Q2 2025
shipments
 (million)

Q2 2025
 market
share

Q2 2024
 shipments
 (million)

Q2 2024
 market
 share

Annual
 growth

Samsung

57.5

20%

53.5

19%

7%

Apple

44.8

16%

45.6

16%

-2%

Xiaomi

42.4

15%

42.3

15%

0%

vivo

26.4

9%

25.9

9%

2%

TRANSSION

24.6

9%

25.5

9%

-3%

Others

93.3

32%

96.2

33%

 -3%

Total

288.9

100%

288.9

100%

0%

 

 

 

Note: Xiaomi includes sub-brands Redmi and POCO. TRANSSION includes sub-brands Infinix, iTel and TECNO. Percentages may not add up to 100% due to rounding.
Source: Canalys Smartphone Horizon (sell-in shipments), July 2025

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For more information, please contact:

Aaron West: aaron.west@omdia.com 
Manish Pravinkumar: manish_pravinkumar@canalys.com  
Sheng Win Chow: shengwin_chow@canalys.com

About the Smartphone Horizon service 

The worldwide Smartphone Horizon service from Canalys (now part of Omdia) provides a comprehensive country-level view of shipment estimates far in advance of our competitors. We provide quarterly market share data, timely historical data tracking, detailed analysis of storage, processors, memory, cameras and many other specs. We combine detailed worldwide statistics for all categories with Canalys’ unique data on shipments via tier-one and tier-two channels. The service also provides a unique view of end-user types. At the same time, we deliver regular analysis to give insights into the data, including the assumptions behind our forecast outlooks.  

About Canalys

Canalys, now part of Omdia, is a leading global technology market analyst firm with a distinct channel focus. We strive to guide clients on the future of the technology industry and to think beyond the business models of the past. We’ve delivered market analysis and custom solutions to technology vendors worldwide for over 25 years. Our research covers emerging, enterprise, mobile and smart technologies. Understanding channels is at the heart of everything we do. Our insightful reports, data and forecasts inform our clients’ strategies, while the Canalys Forums and Candefero online community give the channel feedback opportunities. We stake our reputation on the quality of our data, our innovative use of technology and our high level of customer service.

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