iPhone shipments within the US declined by a whopping 11% to 13.3 million models. That is regardless of the market itself rising by a modest 1% within the quarter.
Samsung made the many of the slowdown in iPhone gross sales, with its shipments rising by 38% YoY.
Apple’s loss is Samsung’s win
Apple had a bumper Q1, transport extra iPhones than ever and main the worldwide smartphone market. There have been a number of causes behind this, together with the launch of the iPhone 16e and the US-China tariff warfare.
Unsurprisingly, iPhone gross sales within the US misplaced momentum within the second quarter. Canalys studies Apple shipped 13.3 million models, down 11% from the identical quarter a 12 months in the past.
Regardless of the decline in gross sales, Apple maintained its clear market management. New iPhones accounted for 49% of the entire smartphone gross sales within the US in Q2 2025. That’s a decline from 56% in Q2 2024, however nonetheless a formidable determine and exhibits Apple’s dominance.
Picture: Canalys
Samsung registered the most important development, transport 8.3 million Galaxy telephones within the quarter. This led to its market share leaping to 31%, up from 23% within the year-ago quarter.
Motorola and Google additionally noticed regular development of their smartphone shipments, rising by 2% and 13% yearly.
All smartphone distributors frontloaded shares and maintained excessive stock ranges to alleviate any fast setbacks from tariffs.
India turns into the smartphone manufacturing hub for the US
Extra importantly, behind the scenes, India changed China as the most important manufacturing hub for smartphones offered within the US. Apple performed a key position right here.
“Apple has scaled up its manufacturing capability in India during the last a number of years as part of its ‘China Plus One’ technique and has opted to dedicate most of its export capability in India to produce the US market thus far in 2025. Apple has begun manufacturing and assembling Professional fashions of the iPhone 16 collection in India, however continues to be depending on established manufacturing bases in China for the scaled provide wanted for Professional fashions within the US,” stated Sanyam Chaurasia, Principal Analyst at Canalys.
Whereas Vietnam stays Samsung’s key manufacturing hub, it has additionally began sourcing extra of its smartphones from India.
