机构：二季度美国智能手机市场出货量同比增长1%

Core Insights - The research by Canalys indicates a 1% year-on-year growth in smartphone shipments in the U.S. for Q2 2025, driven by manufacturers preemptively stocking up due to tariff concerns [1] Group 1: Market Trends - The share of smartphones assembled in China for the U.S. market has significantly decreased from 61% in Q2 2024 to 25% in Q2 2025 [1] - The majority of the lost market share has been taken over by India, with "Made in India" smartphones experiencing a remarkable year-on-year shipment increase of 240%, now accounting for 44% of total U.S. smartphone imports, up from just 13% in Q2 2024 [1]