This accelerated directly as a result of the Trump tariff war, which has seen “almost all” India-made smartphones allocated to the US. This also means most iPhones being sold in Europe are now made in China, rather than India.
The analysts also observed that while in Q1 Apple front-loaded US iPhone inventory with mass quantities of devices to avoid looming tariffs, patterns normalized in Q2, creating a statistical reduction in shipments.
They also claim Samsung’s S25 Edge is not performing as well as Samsung had hoped, with speculation of production cuts to come. The S25 range, however, is doing well and Apple will likely monitor this to see what impact it has as it eyes demand for its own new devices later this year, they said. It’s hard to read too much into that detail, but I’d argue it suggests more focus on mid-range devices, even as Apple prepares to tempt higher end customers with next year’s iPhone Fold.
Read the full article here
