In the second quarter of this year, Samsung Electronics' market share in the U.S. smartphone market was found to exceed 30%.
According to market research firm Canalys on the 29th, in the second quarter, Apple's market share among major smartphone manufacturers in the U.S. reached 49%, ranking first, followed by Samsung at 31%. Motorola had a 12% share, while Google and TCL each accounted for 3%, with other manufacturers collectively holding a 3% share.
Compared to the same period last year, Apple saw a 7 percentage point decline. In contrast, Samsung experienced an 8 percentage point increase, narrowing the gap from 33 percentage points to 18 percentage points. In terms of shipment volume, Apple shipped 13.3 million units, which was an 11% decrease from the same period last year, while Samsung recorded an increase of 38%, reaching 8.3 million units.
Canalys noted, "Apple began rapidly building up its inventory from the end of the first quarter and sought to maintain this in the second quarter, while Samsung significantly expanded its inventory in the second quarter to increase shipments," adding, "Samsung's Galaxy A series products drove growth."
Manufacturers were found to proactively secure product inventory in preparation for tariff risks. As a result, the proportion of smartphones assembled in China for U.S. imports decreased from 61% in the second quarter of last year to 25% in the same period this year. Most of this decrease was replaced by India.
In the second quarter of this year, the export of Indian smartphones to the U.S. surged 240% compared to the same period last year, accounting for 44% of total imported smartphones.
Canalys senior analyst Shorasia explained, "This is due to Apple rapidly shifting its supply chain to India amid an uncertain trade environment between the U.S. and China."
However, the total smartphone shipments in the U.S. for the second quarter only increased by 1%, indicating that actual market demand showed no significant change.
Canalys stated, "Demand is slowing in the pressured economic environment, and the gap between supply (sell-in) and actual sales (sell-through) is widening."