Jefferies sees shaky outlook for smartphones, but ups iPhone volume estimates

6 days ago 1
Close up of man using smart phone

Tim Robberts

Investment firm Jefferies cut its smartphone volume estimates for the 2025 to 2027 time frame, as it believes the outlook has deteriorated for a number of reasons.

“U.S. tariff policy has created high [uncertainties], but drove pull-in demand in 2Q25,” analysts at the firm

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