iPhone shipments in the US declined by a whopping 11% to 13.3 million units. This is despite the market itself growing by a modest 1% annually.
Samsung made the most of the slowdown in iPhone sales, with its shipments growing by 38% YoY.
Apple’s loss is Samsung’s win
Apple had a bumper Q1, shipping more iPhones than ever and leading the global smartphone market. There were several reasons behind this, including the launch of the iPhone 16e and the US-China tariff war.
Unsurprisingly, iPhone sales in the US lost momentum in the second quarter. Canalys reports Apple shipped 13.3 million units, down 11% from the same quarter a year ago.
Despite the decline in sales, Apple maintained its clear market leadership. New iPhones accounted for 49% of the total smartphone sales in the US in Q2 2025. That’s a decline from 56% in Q2 2024, but still an impressive figure and shows Apple’s dominance.
Photo: Canalys
Samsung registered the biggest growth, shipping 8.3 million Galaxy phones in the quarter. This led to its market share jumping to 31%, up from 23% in the year-ago quarter.
Motorola and Google also saw steady growth in their smartphone shipments, growing by 2% and 13% annually.
All smartphone vendors frontloaded stocks and maintained high inventory levels to alleviate any immediate setbacks from tariffs.
India becomes the smartphone manufacturing hub for the US
More importantly, behind the scenes, India replaced China as the biggest manufacturing hub for smartphones sold in the US. Apple played a key role here.
“Apple has scaled up its production capacity in India over the last several years as a part of its ‘China Plus One’ strategy and has opted to dedicate most of its export capacity in India to supply the US market so far in 2025. Apple has begun manufacturing and assembling Pro models of the iPhone 16 series in India, but is still dependent on established manufacturing bases in China for the scaled supply needed for Pro models in the US,” said Sanyam Chaurasia, Principal Analyst at Canalys.
While Vietnam remains Samsung’s key production hub, it has also started sourcing more of its smartphones from India.