
Research firm Counterpoint cut growth expectations for global smartphone shipments in 2025 to 1.9% on Wednesday, down from its earlier forecast of 4.2%, citing uncertainties surrounding U.S. tariffs.
Reuters:
The downgrade signals challenges for manufacturers that already face weakening sales amid heightened geopolitical tensions and escalating tariff disputes.
The research firm also revised year-on-year shipment growth from China down to near-flat, while Apple and Samsung’s (005930.KS), opens new tab shipments are expected to slow…
Apple sells more than 220 million iPhones a year worldwide, with a fifth of total iPhone imports to the United States now come from India, and the rest from China.
MacDailyNews Take: Counterpoint cites “uncertainties surrounding U.S. tariffs”for their lowered forecast. If you’re uncertain, how can you forecast global shipments? Answer: You can’t. Making shipment forecasts in the middle of worldwide trade negotiations is a fool’s errand.
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Their purposes are driving down the AAPL stocks, so they could back up the trucks. Plain and simple.
or they could be accurately reporting the economic projections due to horrific trade policies by the usa