Stephen Clifford

IDC, Vice President, Customer Success

[Francisco Jeronimo @fjeronimo]

💥 IDC Smartphone Q3 2025 Results are out:

💡 The smartphone market grew 🚀 2.6% YoY to 322.7 million units in Q3 2025

💡 Despite economic uncertainty, the market showed resilience

💡 Cutting-edge devices with innovative financing models and aggressive trade-in programs made the upgrading decision a "no brainer" for consumers

💡Apple and Samsung Electronics posted strong results as their latest devices encouraged consumers to upgrade in the premium segment

💡New, affordable AI-enabled smartphones drove high upgrades in low price segments

💡Apple delivered its best results ever in a July quarter

💡Samsung Electronics achieved its strongest July-quarter growth on record

💡Demand for Apple's iPhone 17 lineup was robust with pre-orders surpassing those of the previous generation

💡Samsung Galaxy Z Fold 7 and Galaxy Flip 7 outperformed all earlier foldable models, creating momentum for the foldables segment

💡Xiaomi Technology consolidated its recovery in Europe and Latin America

💡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

💡@IDC maintains a positive outlook for 2025, anticipating that market momentum will continue through Q4

@NabilaPopal @bryanbma @drramazanyavuz @ryanreith

[Francisco Jeronimo @fjeronimo]

💡 @IDC attended Qualcomm's Snapdragon Summit. My colleagues Tom Mainelli, Bryan Ma, and Navkendar Singh wrote this insightful blog about the key announcements.

🚀 Key Takeaways:
@Qualcomm delivered an unexpected twist: HUMAIN, a Saudi AI data centre company, unveiled a new #PC - not to compete in the hardware space, but as a strategic gateway to enterprise #AI.

1️⃣ The PC as a strategic vector
Horizon Pro isn't about displacing @HP or @Dell , it is about embedding conversational AI into enterprise workflows via "Humain One", a layer over Windows that uses an NPU to hide complexity.

2️⃣ More than just hardware
HUMAIN doesn't expect to make money from hardware margins. Instead, its revenue is subscription-based for access to its AI services.

3️⃣ Strategic advantages
This will create deep alignment with Arabic-language markets and regional enterprises, Government backing, and access to capital, as well as bold leadership with a track record of challenging norms.

4️⃣ Strategic challenges
Convincing enterprises to overhaul entrenched software stacks and competing with mature PC vendors' channel strength.

💡 The insight?
Horizon Pro challenges how we think about PCs: not as standalone endpoints, but as intelligent, secure nodes in an AI orchestration layer. It illustrates a shift in the focus of value from silicon to software, and from apps to agents. This will have a broader implication in enterprise computing.

@TomMainelli @bryanbma @IDC_EMEA

Read more 👉 https://t.co/nuJEosWSUu

[IDC @IDC]

📉 How will shifting interest rates reshape tech spending?

This clip from IDC’s Q3 state of the market breaks down what’s different this cycle and what it means for 2026 planning.

▶️ Get the insight your next move depends on: https://t.co/vHyu0V7ics

#StateOfTheMarket #2026Planning #TechSpending #TrustedTechIntelligence

[IDC @IDC]

Buyer expectations continue to shift, reshaping how marketing leaders must design their playbooks.

On October 8, IDC’s Laurie Buczek will share the top five changes in buyer behavior and what they mean for customer journeys, content delivery, and demand generation strategies.

Save your spot and join the conversation:
🔗

#MarketingLeadership #BuyerBehavior #DemandGen #TechMarketing

[Francisco Jeronimo @fjeronimo]

The Meta Ray-Ban Display marks a huge step forward into Meta's AR/AI ambitions, and it will contribute to accelerating Meta's position in the smart glasses category #MetaConnect2025

[Francisco Jeronimo @fjeronimo]

#MetaConnect2025

[IDC @IDC]

🔥 IDC experts share their 'Hot Takes' from Apple event 2025 - highlighting key announcements that matter most, what they reveal and Apple's strategy, and how they could influence the broader market.

Explore what Apple’s announcements mean for competitive positioning and industry direction.

#AppleEvent2025 #Apple #iPhone17 #IDCHotTakes

[IDC @IDC]

❗NEXT WEEK❗

IDC analysts Tom Mainelli, Nabila Popal, and Francisco Jeronimo will be on-site at the Apple Event to share their “Hot Takes” on the announcements and discuss how they could shape Apple’s position and influence across the industry.

#AppleEvent #iPhone17 #HotTakes

[Nabila Popal @NabilaPopal]

🔥 HOT off the press! Global #Smartphone Market to grow 1% in 2025 despite tariffs and high uncertainty (up from 0.6% in previous cycle) :
📢 Driven by accelerated 4% growth of #iOS (Apple)
📢 #China to decline 1% (down from 3% previous forecast)
📢 Strong Growth in #USA (3.6%), MEA (6.5%), and APeC (1%) to offset the decline in China.
📢 OEMs seek value growth strategies vs chasing volume share
📢 Increased Focus and investments on #GenAI, hardware innovations like slimmer designs and #foldables continue to drive up consumer interest and ASP
📢 5% growth in ASP and 6% in Value forecast for this year
📢 Long term the market is expected to remain positive low single digits

@bryanbma @ryanreith @kiranjeet_ks @fjeronimo @anthoscarsella @IDC @IDC

[IDC @IDC]

📱 What stood out at Made by Google 2025? IDC experts break it down.

From Pixel strategy to AI integration and market positioning, the latest launches offer insight into how Google is shaping its role in a premium-dominated smartphone landscape.

🔥 Read the analysts’ hot takes on what matters most and what to watch next.

[Francisco Jeronimo @fjeronimo]

Smartphone vendors are struggling to persuade consumers to upgrade, as differentiation between new models and brands has become increasingly difficult. However, foldables offer a compelling value proposition that could reignite the upgrade cycle. The category is popular in China and South Korea, but globally it is still a niche segment with less than 2% of total smartphone sales.

Will Apple change the status quo if it launches its first foldable in 2026?👇

https://t.co/bYJjZPtcte

[Nabila Popal @NabilaPopal]

Chk out what the top 10 #smartphone countries in Q2 2025 are ⬇️ And how growth varied across these markets, ranging from 17% growth in Phillipines to 12% drop in Brazil. See also the share and ASP data of these Top ten markets plus BONUS comments from analysts on ground in India, Indonesia and Philippines explaining the important “whys” behind the data.

#data #market #technology #insights #trends
@ryanreith @fjeronimo @bryanbma @IDCAP @IDC @IDCMEA @kiranjeet_ks

[IDC @IDC]

IDC, CONTEXT, and GTDC are joining forces to deliver the first global source of like-for-like sell-through data across Asia Pacific, North America, Europe, and the Middle East.

The partnership will enable vendors and distributors to access consistent, regionally aligned insights across major markets using verified sales-out data.

Read the full announcement: https://t.co/Rt4DbxSasF

#IDCTracker #Manufacturing #GTDC #DistributionTracker #B2BCommerce #ITDistributuon #Channel

[Nabila Popal @NabilaPopal]

🔥 Hot news.1️⃣ Huawei back at Top in #China after >4 years in Q2 2025!
-📣 China's #smartphone market sees 4% drop after six quarters of growth - ongoing economic challenges and disruption to the government subsidy roll out contributed to the weakened demand
2️⃣ vivo achieved 17.3% share and #2 despite a 10% drop
3️⃣ Xiaomi Technology was the only Top 5 vendor to see positive growth in Q2
4️⃣ OPPO at #4 with 5% drop and 15.5% share
5️⃣ Apple saw 1.3% drop, but still managed to enter the Top 5 preventing a steeper drop due to strong performance during the 618 shopping festival.

More insights below. full press release here: https://t.co/JSYH5LCmqM

@ryanreith @bryanbma @kiranjeet_ks @navkendarsingh @JiteshUbrani @IDC @IDCMEA @TomMainelli @idcrllamas

[Francisco Jeronimo @fjeronimo]

The big start of Q2 2025 🥇 is @Samsung, which outperformed the market and consolidated its smartphone leadership. With the new Galaxy Z Fold 7, Galaxy Z Flip 7 and Galaxy Z Flip 7 FE launched last week at the #GalaxyUnpacked, the momentum will continue in Q3 @NabilaPopal @bryanbma

[Francisco Jeronimo @fjeronimo]

💥 According to preliminary data from the International Data Corporation (@IDC) Worldwide Quarterly Mobile Phone Tracker, global smartphone shipments increased 🚀 1.0% year-over-year (YoY) to 295.2 million units in the second quarter of 2025 (2Q25). The smartphone market remained positive, however uncertainty fueled by tariffs volatility, on-going macro-economic challenges such as forex instability, unemployment and inflation across regions have tapered demand, making consumers deprioritize spending on smartphones, especially in low-end segments. @NabilaPopal @ryanreith @bryanbma

[Bryan Ma @bryanbma]

WW PCs grew +6.5% YoY in 2Q25 but the US market was flat under inventory buildup and tariff jitters. The Top 5 rankings were unchanged with Lenovo still leading

[Francisco Jeronimo @fjeronimo]

The #SamsungUnpacked this week is an important one for @Samsung. According to @IDC, the global foldable smartphone market grew 4% year-over-year in 2024, reaching 18.7 million units and generating $23.1 billion in value.

In the premium segment ($800+), @Apple dominates with 72% share. But when looking at the ultra-premium ($1,600+), Apple’s share drops to 50%, as competitors like Samsung (30% share) and Huawei (17%) have established their positions in the foldable segment with their products.

However, Samsung has been facing fierce competition, as Chinese brands (e.g. @Honorglobal Magic V5 in the picture) launched thinner, lighter devices that consumers found more attractive.

The big question is whether Samsung’s new launches this week will reignite interest in foldables, especially outside China, where Samsung is by far the largest player.

[Francisco Jeronimo @fjeronimo]

Meta has sold nearly 2.6 million smart glasses in partnership with @EssiLux. With the smart glasses category expected to grow at a CAGR of 47% between 2024 and 2029 (according to IDC), Meta's announcement to invest in EssilorLuxottica is another step forward to continue dominating this growing category.

https://t.co/YqV1k5DYAw