Worldwide smartphone shipments are forecast to grow 1.5% year-on-year (YoY) in 2025 to 1.25 billion units, according to the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker. This is an increase from 1% growth in prior forecast, primarily driven by accelerated performance from Apple in the holiday quarter, rapid growth in key emerging markets and stabilization in China. Apple’s shipments are forecast to grow 6.1% YoY in 2025, up sharply from 3.9% in the last cycle. “Apple is set to have a record year in 2025 with shipments forecast to cross 247 million units, thanks to the phenomenal success of its latest iPhone 17 series,” said Nabila Popal, senior research director with IDC’s Worldwide Quarterly Mobile Phone Tracker, in a statement. “In China, Apple’s largest market, massive demand for iPhone 17 has significantly accelerated Apple’s performance. It ranked first in October and November per IDC’s China Monthly Sales data with more than 20% share, miles ahead of the competition, leading IDC to revise Apple’s Q4 forecast in China from 9% to 17% YoY. This turns a previously projected 1% decline in China for 2025 into a positive 3% growth, that’s a phenomenal turnaround. The success story is replicated across all regions, including the US and Western Europe that had previously slowed down. This calendar year will not only be a record period for Apple in terms of shipments but also in value, which is forecast to exceed $261 billion, with 7.2% YoY growth in 2025.”
While the near-term forecast for smartphones has strengthened, 2026 growth has been revised downward from 1.2% growth to 0.9% decline, due to a combination of component shortages and product cycle adjustments. Apple’s strategic shift of its next base iPhone model from fall 2026 to early 2027 is forecast to pull-down iOS shipments by 4.2% next year. Furthermore, the ongoing global memory shortage is expected to constrain supply and raise prices, which will impact low-to-mid range Android devices more significantly as they remain more price sensitive. As a result, smartphone units will face a soft decline in 2026, however ASP will increase to $465, propelling the market to its record high value of $578.9 billion. “As memory components become more limited and more expensive, manufacturers face increasing pressure to raise prices,” said Anthony Scarsella, research director with IDC’s Worldwide Quarterly Mobile Phone Tracker, in a staement. “Vendors need to adopt different strategies to protect their market share. While some OEMs will inevitably be forced to raise prices, others will adjust their portfolio towards pricier models with higher margins to absorb some of the memory impact on BOM. Next year will be a challenging time for the industry, however, IDC still believes the market could see record ASPs.” MacDailyNews Take: iPhone 17 continues to outperform. By the way, market share is one thing, but Apple’s iPhone commands the vast majority of profits in the global smartphone market, capturing approximately 80% of the industry’s total operating profits as of early 2025. Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post Apple’s record 247 million iPhone shipments drive 6.1% global smartphone surge in 2025 – IDC appeared first on MacDailyNews. You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription.
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Tuesday, December 2, 2025
Apple’s record 247 million iPhone shipments drive 6.1% global smartphone surge in 2025 – IDC
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