Credit: Joe Maring / Android Authority
- Google has become the fourth-largest smartphone shipper in the US, according to Q2 data.
- Shipment figures are being skewed by manufacturers racing to stockpile amidst volatile US tariff policies.
- India now supplies 44% of US-bound phones as brands shift production away from China due to higher trade risks.
Google has edged into the top four US smartphone vendors, which might normally suggest a surge in consumer interest. But these aren’t normal times, and the latest figures have more to do with trade tensions than market momentum.
According to new Q2 2025 data from Canalys, Pixel shipments rose 13% compared to last year, nudging Google past TCL and other manufacturers into fourth place behind Motorola, Samsung, and Apple. Both Google and TCL are still shown at 3% market share due to rounding, but Google shipped more units this year, while TCL’s total shipments shrank by nearly a quarter.