市场研究机构Counterpoint Research将2025年全球智能手机出货量增速预期从4.2%下调至1.9%，主因美国关税政策再现不确定性。

　　苹果公司（AAPL）2025年出货量增幅预期从4%调降至2.5%。三星出货量预期从原先1.7%的增长下调至零增长。

　　Counterpoint副总监Liz Lee表示：“尽管关税政策影响了我们的修正，但欧洲和亚洲部分地区需求疲软也是考量因素。”

　　尽管智能手机和电子产品暂获豁免，但美国总统特朗普四月宣布的互惠关税政策仍对高度依赖美国市场的苹果和三星形成压力。

　　需注意出货量统计的是发往零售商的设备数量，而非实际销量。苹果已将更多iPhone产能转移至印度，此举招致特朗普批评，他敦促制造业回流美国。

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