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IDC cuts global smartphone shipments forecast on tariff volatility
IDC cuts global smartphone shipments forecast on tariff volatility

The Sun

time5 hours ago

  • Business
  • The Sun

IDC cuts global smartphone shipments forecast on tariff volatility

INTERNATIONAL Data Corp slashed its 2025 global smartphone shipment growth forecast to 0.6% from 2.3% on Thursday, citing tariff-driven economic uncertainty and a pullback in consumer spending. The downgrade signals challenges for manufacturers like Apple, who already face weakening sales amid escalating geopolitical tensions and tariff disputes. IDC expects growth to remain in low single digits throughout the year, with a five-year (2024-2029) compound annual growth rate (CAGR) of 1.4% due to increasing smartphone penetration, lengthening refresh cycles, and cannibalization from used devices. Despite geopolitical tensions, the U.S. and China are poised to drive a modest 0.6% growth in smartphone shipments this year. China's market is projected to expand by 3% year-over-year, bolstered by government subsidies favoring Android devices. Apple faces a projected 1.9% decline in 2025, challenged by Huawei competition and economic pressures, with many models ineligible for subsidies. However, upcoming discounts during the 618 shopping festival in China and the iPhone 17 launch, featuring significant hardware upgrades, are expected to stimulate demand. In response to U.S.-China trade tensions, Apple is expanding its manufacturing in India and Vietnam to diversify production and reduce reliance on China. However, President Donald Trump stated that Apple would face a 25% tariff on iPhones sold in the U.S. that are not manufactured domestically. 'Despite these headwinds, India and Vietnam are expected to remain the key alternatives to China for smartphone production. However, additional tariffs of 20-30% on US bound smartphones could post a serious downside risk to the current U.S. market outlook,' said Nabila Popal, senior research director with IDC's Worldwide Quarterly Mobile Phone Tracker.

Wedbush: Apple Inc. (NASDAQ:AAPL) Could Face US Pressure, But India Key to Avoiding $3,500 iPhones
Wedbush: Apple Inc. (NASDAQ:AAPL) Could Face US Pressure, But India Key to Avoiding $3,500 iPhones

Yahoo

time8 hours ago

  • Business
  • Yahoo

Wedbush: Apple Inc. (NASDAQ:AAPL) Could Face US Pressure, But India Key to Avoiding $3,500 iPhones

Wedbush analyst Daniel Ives believes Outperform-rated Apple Inc. (NASDAQ:AAPL) has put itself in a very hedged supply chain strategy heading into iPhone 17 production this Fall. Apple is a consumer electronics firm. All of the advisory's work in the supply chain throughout Asia over the past few weeks gives it a high level of confidence that Cupertino's aggressive push towards India production has been a very smart strategic move given the uncertain tariff environment facing Apple in China. Wedbush thinks Apple could ramp iPhone assembly production in India up to 60%-65% by the Fall in a best-case scenario but could easily pivot back to a China driven iPhone strategy depending on the tariff situation and deal negotiations. The advisory fully expects more pressure from the Trump Administration on Apple to build iPhone production in the US, but this would result in an iPhone price point that is a non-starter for the company and translate into iPhone prices of $3,500 if it was made in the US and this would take many years. A wide view of an Apple store, showing the range of products the company offers. While we acknowledge the potential of AAPL, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AAPL and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 33 Most Important AI Companies You Should Pay Attention To and 30 Best AI Stocks to Buy According to Billionaires Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Apple Dips as IDC Cuts Smartphone Forecast
Apple Dips as IDC Cuts Smartphone Forecast

Yahoo

time9 hours ago

  • Business
  • Yahoo

Apple Dips as IDC Cuts Smartphone Forecast

Apple (NASDAQ:AAPL) slips after IDC trimmed its 2025 smartphone shipment forecast to just 0.6% growth, down from 2.3%, amid tariff and economic worries. IDC's Nabila Popal warns that whirlwind of uncertainty since the April tariff announcement clouds strategic planning, as exemptions may give way to broader levies on phones made outside the U.S. The firm now expects global volumes to hit 1.24 billion units, with the U.S. and China driving that modest risebut China's 3% gain relies heavily on capped government subsidies that tilt the playing field toward Android rivals. Apple's iPhone shipments are pegged to fall 1.9% year-over-year, squeezed by increased competition from Huawei and peers, a slowing economy and subsidy limits, though the 618 shopping festival and iPhone 17 launch could provide upside. IDC cautions that tariff risks in India, Vietnam and China could further dent U.S. demand if new duties materialize. Investors should care because softer volume growth and geopolitical headwinds may pressure Apple's premium pricing power and Services revenue tied to active iPhone users. In Apple's next earnings call, markets will watch for any commentary on tariff impacts, supply-chain shifts or demand surprises ahead of the holiday quarter. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Samsung Galaxy S25 Edge Is Sleek And Premium Packed Into One Device
Samsung Galaxy S25 Edge Is Sleek And Premium Packed Into One Device

News18

time14 hours ago

  • News18

Samsung Galaxy S25 Edge Is Sleek And Premium Packed Into One Device

Last Updated: Samsung Galaxy S25 Edge has a sleek body which means a smaller battery but does that matter when the performance in flagship-like? Samsung Galaxy S25 Edge probably gives you the impression of an innovative device but the company has basically made a premium phone into a sleek and lightweight body. While people wait for the iPhone 17 Air/Slim model, Samsung has taken the precedent to show the value and purpose of these form factors in the market. The Galaxy S25 Edge sits between the Plus and Ultra models for now, and its Rs 1 lakh+ price tag brings pressure on the device to not only deliver with its performance but also state its obvious novelty value to the buyer. So the big question is, can a sleek device perform and last long like the regular models? We used the S25 Edge for over a week to find the definite answer to this big question that most people are asking. It's Thin And Light The Galaxy S25 Edge banks on the sleek design which measures at 5.8mm and weighs just 163 grams. After using the device and holding it in hand, these figures make a lot of sense and show its actual differentiating qualities compared to the other flagships you get in the market. Even then, Samsung has managed to fit a regular SIM slot with support for dual SIM networks and offers stereo speakers as well. The build quality also does not take a hit because of the design changes and you get a titanium frame that adds further solidity to the device, something that is much needed for a phone as sleek as the Galaxy S25 Edge. The back of the phone has a glass panel which gets Corning Gorilla Victus 2 protection which shows its worth after putting the device through all sorts of disturbances inside the pocket. The 6.7-inch profile becomes less obvious with these sleek dimensions. Bright And Strong Samsung makes some of the best flagship displays, so much that even Apple relies on its OLED panels for its iPhones. The Galaxy S25 Edge continues with the tradition for its 6.7-inch AMOLED 2X display that offers adaptive 120Hz refresh rate and HDR10+ support. The screen comes with the new Corning Gorilla Ceramic 2 version which seems extremely durable and did not develop any scratches or dent even after rough use during our time. Apple has used ceramic coating for iPhones in the last few years and it seems to be the ideal way to keep the display protected. Besides these upgrades, the display on the Galaxy S25 Edge is crisp, sharp and extremely pleasing to the eye, especially if you binge on a lot of videos. Very little to complain about its quality and most people will be happy with what's on offer. The True Flagship Performer Samsung using the Snapdragon 8 Elite chipset on the Galaxy S25 Edge was a no-brainer and offering it with 12GB RAM allows the device to deliver the best-possible performance in this category. It is more comparable with the iPhone 16 Plus than the Pixel 9 Pro which has its limitations because of the under-powered Tensor G4 chipset. The Galaxy S25 Edge performs like a workhorse, throws anything at it, and it delivers. No major heating issues noticed during the tests which is no small feat for the company. Gaming is also going to be easy on the device, however, those users might be few and far between for this device. You also get the One UI 7 version out of the box, something that Samsung had a hard time offering for its other premium devices. This version offers a big UI overhaul and AI features like Now Brief, AI notes, translate and more. We have used them extensively with the other Samsung flagships this year and they work effectively in most cases. Samsung is giving 7 OS upgrades and security updates for the Galaxy S25 Edge as well, which is only matched by Google and Apple to some extent. The 200MP Camera Goodness Samsung's offering the 200MP sensor from the S25 Ultra on the Edge model along with the 12MP ultra-wide lens. However, the sleek design has forced the company to drop the telephoto lens, which might not please some of you. The main camera delivers quality photos in both bright and low light conditions. The colours are more balanced, the details are clear, and most people will find it impressive for their regular use. Having said that, not having the telephoto lens means your zoom capabilities are limited, and beyond 2x you start to see the shortcomings of missing the hardware to support the feature. Having the 12MP ultra-wide lens feels like a mandatory process now, and the Galaxy S25 Edge makes sure you have the basics covered. The front of the phone still has a 12MP shooter which does a better job than most of its rivals, giving you clear skin tones and the right amount of light to capture the details, including the textures on the face. The Real Sleek Test Samsung's objective to make the Galaxy S25 Edge sleek comes at the cost of the 3,900mAh battery which is the smallest in the S25 series. We definitely had some reservations about its ability to last a day, which did come true, especially with the 9 hour score on PCMark battery test. Having said that, for the battery size, we were easily able to get around 5-6 hours of screen-on-time with moderate usage. So, yeah, the battery life does take a hit but it is not as bad as we thought but you will need a midday charging to get through the day with the device. top videos View all That's where the 25W charging support (adapter not in the box again) feels slow compared to the industry standards but adequate if you place it next to the Pixel 9 or the iPhone 16 models. The 3,900mAh battery goes from 20 to 100 percent in over an hour and that is because of the battery size and not its overall charging boost. The Samsung Galaxy S25 Edge had raised some early doubts about how the sleek device can handle daily grind, especially with its battery life. The premium device is durable and the screen can hold its own in most conditions. The hardware is tuned to give you the best performance and even the cameras show their value. The battery life for a 3,900mAh unit is decent but not comparable to its peers especially in the flagship corners. News18 Tech delivers the latest technology updates, including phone launches, gadget reviews, AI advancements, and more. Stay informed with breaking tech news, expert insights, and trends from India and around the world. Also Download the News18 App to stay updated! tags : samsung galaxy s Location : Delhi, India, India First Published: May 28, 2025, 08:40 IST News tech Samsung Galaxy S25 Edge Is Sleek And Premium Packed Into One Device

iPhone 17 Pro Max Leak: Thicker Design and New Features Revealed
iPhone 17 Pro Max Leak: Thicker Design and New Features Revealed

Hans India

time15 hours ago

  • Hans India

iPhone 17 Pro Max Leak: Thicker Design and New Features Revealed

The iPhone 17 series will come out in about three months. People are excited and many new details about the phones are coming out. A tipster named Majin Bu shared a video showing the iPhone 17 Pro Max. The video shows the phone is thicker and heavier than before. Thicker Phone: The iPhone 17 Pro Max will be about 8.7 mm thick. The older iPhone 16 Pro Max is 8.25 mm thick. The phone is thicker because it will have a bigger battery and a new cooling system to stop it from getting too hot. If the phone gets thicker, it might change how it feels to hold. Here are a few more new features: It will have a new A19 Pro chip and 12GB RAM, which means it will be faster. The camera will get better with a 48MP telephoto lens and a 24MP front camera for selfies. The phone comes with iOS 19, which may have new looks and features. The iPhone 17 series will likely launch in September 2025.

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