NEEDHAM, MA - Global smartphone shipments rose 1.5% year-over-year to 304.9 million units in the first quarter, according to preliminary data from IDC. The industry’s performance matched expectations, with manufacturers accelerating output to sidestep anticipated US tariff increases on Chinese imports.

IDC expects continued volatility in 2025 as companies face strategic choices in an unstable trade environment.

“The looming threat of tariffs drove vendors to front-load shipments, especially into the US,” said Francisco Jeronimo, VP of Client Devices. “This created an artificial boost that outpaced normal demand.”

Although the US government has temporarily paused tariffs on smartphone imports from China, uncertainty continues to cloud the outlook.

“This pause offers short-term relief, but long-term reliance on China’s supply chain remains a major risk,” said Ryan Reith, group VP of device trackers. He added that US brands should maximize the exemption window by shipping aggressively, though softer consumer demand could still emerge.

US shipments rose over 5%, driven by preemptive buying before potential price hikes. “The pause could also drive quarter two sales as consumers move to buy before tariffs return,” said Anthony Scarsella, research director.

Chinese government subsidies for devices under CNY6,000 ($820) boosted domestic sales, especially for mid-range brands. Samsung led the global market with 60.6 million units shipped, followed by Apple at 57.9 million—its strongest Q1 ever. Apple’s gains were tied to global stockpiling ahead of tariffs, though its Chinese sales lagged due to exclusion from subsidies. Xiaomi and Vivo saw growth in China, while OPPO slipped due to weaker international performance.

Q1 2025 Global Smartphone Shipments (millions):

• Samsung: 60.6
• Apple: 57.9
• Xiaomi: 41.8
• OPPO: 23.5
• Vivo: 22.7
• Others: 98.4
• Total: 304.9