In the course of the second quarter of 2025, Apple noticed a modest acquire in iPhone shipments, holding its worldwide floor amid slowing demand in China. Listed below are IDC’s preliminary numbers for the quarter.
Rising markets offset Apple’s China dip, whereas Samsung pulls forward
IDC’s Worldwide Quarterly Cell Telephone Tracker (by way of AppleInsider) reveals that Apple shipped 46.4 million iPhones in Q2 2025 (up 1.5% year-over-year). That was sufficient to safe second place globally, behind Samsung’s 58 million items, and a formidable 7.9% year-over-year improve.
Total, the smartphone market grew simply 1% year-over-year, totaling 295.2 million shipments worldwide, as financial pressures akin to inflation and unemployment, and slowing gross sales in China weighed down the market.
Right here is Nabila Popal, senior analysis director for Worldwide Consumer Gadgets at IDC, on how she learn the report:
“Financial uncertainty tends to compress demand on the decrease finish of the market, the place value sensitivity is highest. In consequence, low-end Android is witnessing a crunch weighing down total market development. (…) Moreover, decrease than anticipated efficiency in China additionally contributed to the flat international development. China declined in Q2 as subsidies did not stimulate demand. Though the 618 e-commerce competition was a hit when it comes to promote out, OEMs and channel companions used the promotions to clear stock moderately than improve shipments. Whereas Apple was the highest model in the course of the promotion interval, it noticed a 1% drop in China in Q2, offset by sturdy double-digit development in rising markets resulting in a 1.5% development globally within the quarter.”
As for Samsung’s development, a lot of that got here from the Galaxy A36 and A56, which introduced Galaxy AI options to extra reasonably priced gadgets.
Xiaomi got here in third with 42.5 million items, adopted by vivo (27.1M) and Transsion (25.1M), which could be a brand new identify for a lot of readers, however has proven regular momentum within the lower-cost segments.
Small good points in shipments, smaller good points in market share
Whereas Apple noticed a 1.5% bump in iPhone shipments year-over-year, its market share edged up simply barely, from 15.6% to fifteen.7% year-over-year. That’s basically flat, particularly in comparison with Samsung, which noticed the largest leap of the quarter, climbing from 18.4% to 19.7%.
As IDC notes, the information is preliminary and topic to alter. Nonetheless, it means that whereas Apple briefly reversed its years-long iPhone gross sales hunch in China and noticed a short lived enhance in U.S. demand amid April’s tariff uncertainty, that momentum pale over the rest of the quarter, leaving the phase to rally within the palms of rising markets.
Wanting forward, IDC sees indicators that the smartphone market may even see development pushed by new AI-enabled fashions, and sustained demand in mid-range segments.
Do you see AI as a differentiator within the cellular market? Which AI options do you see within the competitors that the iPhone is missing? Tell us within the feedback.
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