Global Smartphone Shipments Grow 2.6% as 'Robust' iPhone 17 Demand Fuels Market Recovery [IDC]

Global smartphone shipments grew 2.6% year-over-year in the third quarter of 2025, reaching 322.7 million units, according to preliminary data from the International Data Corporation (IDC). The research firm says the recovery was led by demand in the premium segment as consumers upgraded to the latest devices, attracted by innovative form factors and more affordable AI-enabled smartphones.

Nabila Popal, senior research director for Worldwide Client Devices at IDC, said the industry is posting solid growth despite persistent economic uncertainty. "OEMs have mastered the art of innovation not only in hardware and software to entice upgrades but also in removing purchase friction," she said. Popal noted that companies have flawlessly combined cutting-edge devices with innovative financing models and aggressive trade-in programs that make the upgrade decision a "no brainer" for consumers.

According to Francisco Jeronimo, vice president of Client Devices at IDC, Apple delivered its best results ever in a July quarter. Demand for the new iPhone 17 lineup was robust, with pre-orders surpassing those of the previous generation after they went live earlier this month. At the same time, Samsung's Galaxy Z Fold 7 and Galaxy Z Flip 7 outperformed earlier foldable models, helping to revive interest in foldables.


Beyond the top two vendors, Xiaomi, Transsion, and vivo also recorded notable growth. Xiaomi consolidated its recovery in Europe and Latin America, leveraging its Redmi Note and Poco series. Transsion continued to expand rapidly across North and East Africa, benefiting from strong distribution networks and a competitive portfolio in the sub-$200 segment. Vivo regained share in several emerging markets, supported by refreshed midrange devices with AI-enhanced imaging features and aggressive online promotions.

"Looking ahead, IDC maintains a positive outlook for 2025, anticipating that market momentum will continue through the final quarter of the year," said Anthony Scarsella, research director for Mobile Phones at IDC. "The accelerated demand for the latest AI-enabled products is expected to lead to a strong finish for 2025, driven by aggressive pricing promotions and robust product portfolios from leading vendors."

Read More