Through the second quarter of 2025, Apple noticed a modest acquire in iPhone shipments, holding its worldwide floor amid slowing demand in China. Listed here are IDC’s preliminary numbers for the quarter.
Rising markets offset Apple’s China dip, whereas Samsung pulls forward
IDC’s Worldwide Quarterly Cellular 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 models, 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 similar 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 progress. (…) Moreover, decrease than anticipated efficiency in China additionally contributed to the flat world progress. China declined in Q2 as subsidies didn’t stimulate demand. Though the 618 e-commerce competition was successful when it comes to promote out, OEMs and channel companions used the promotions to clear stock relatively than improve shipments. Whereas Apple was the highest model through the promotion interval, it noticed a 1% drop in China in Q2, offset by robust double-digit progress in rising markets resulting in a 1.5% progress globally within the quarter.”
As for Samsung’s progress, a lot of that got here from the Galaxy A36 and A56, which introduced Galaxy AI options to extra inexpensive units.
Xiaomi got here in third with 42.5 million models, adopted by vivo (27.1M) and Transsion (25.1M), which could be a brand new title for a lot of readers, however has proven regular momentum within the lower-cost segments.
Small positive factors in shipments, smaller positive factors 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 primarily flat, particularly in comparison with Samsung, which noticed the largest bounce 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 droop in China and noticed a short lived enhance in U.S. demand amid April’s tariff uncertainty, that momentum light over the rest of the quarter, leaving the phase to rally within the palms of rising markets.
Trying forward, IDC sees indicators that the smartphone market may even see progress 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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