The Pixel jumps forward of a shocking competitor in US gross sales race

Forward of its Pixel 10 launch occasion on August 20, Google has cause to have a good time. In line with the most recent figures from Canalys, the Google Pixel has regained fourth place within the US smartphone market.

Canalys stories that within the second quarter of 2025 (Q2), Google shipped 800,000 smartphones, capturing a 3 p.c market share within the US. In comparison with final yr, this represents a 13 p.c year-over-year progress and locations Google in fourth in US smartphone gross sales for Q2 2025 (from April to June).

Google takes over the fourth place spot from TCL, which noticed its shipments decline by 23 p.c in Q2 2025, dropping to 700,000 items. Whereas TCL might not appear all that in style in comparison with Google’s Pixel lineup, TCL is thought for its entry-level and mid-range smartphones within the US, that are fairly reasonably priced.

Google solely trails behind the giants

Apple and Samsung nonetheless maintain the highest spots

With Google reclaiming its fourth place place in US smartphone gross sales, it now trails solely Motorola, Samsung, and Apple. Contemplating how large all three of these firms are, Google definitely has its work reduce out for it if it needs to climb up the ladder extra.

Apple nonetheless maintains the lead in US smartphone gross sales, with the Cupertino-based firm delivery 13.3 million units through the quarter, considerably greater than Google’s 800,000. Nevertheless, it is not all excellent news for Apple. It noticed an 11 p.c year-over-year lower final quarter, delivery 1.6 million fewer items than it did in Q2 2024, which noticed it ship 14.9 million smartphones. Regardless of its drop in shipments, Apple nonetheless held 49 p.c of the market share in Q2 2025, remaining a dominant drive within the US market.

Alternatively, Samsung skilled 38 p.c annual progress in Q2 2025, delivery 8.3 million items. Though Samsung launched its Galaxy S25 sequence in January, Canalys attributes Samsung’s progress to the shipments of its Galaxy A-series units, its vary of reasonably priced smartphones. That mentioned, Samsung’s US market share in Q2 2025 is at 31 p.c.

Google’s subsequent closest competitor is Motorola, which holds the third spot in US gross sales. Motorola shipped 3.2 million units in Q2 2025, capturing 12 p.c of the market share, however its year-over-year progress charge was solely two p.c.

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Google has an enormous problem forward

The Pixel 10 sequence will assist, however is it sufficient?

There isn’t any doubt that Google reclaiming the fourth spot in US smartphone gross sales, and seeing 13 p.c year-over-year progress, is a win for the Mountain View-based firm. Nevertheless, there may be nonetheless a troublesome street forward for the corporate. Canalys warns that smartphone demand within the US is wanting “tepid,” which might affect Pixel gross sales going ahead.

“The market solely grew 1% regardless of distributors frontloading stock, indicating tepid demand in an more and more pressured financial surroundings and a widening hole between sell-in and sell-through,” Canalys states in its report. “Even when smartphones stay exempted from tariffs, many different classes are impacted, which could drastically affect shoppers’ spending patterns and maintain smartphone demand modest in H2.”

Whereas Google is more likely to see a lift in smartphone gross sales in Q3 and This autumn of 2025 from the launch of the Pixel 10 sequence, it will likely be fascinating to see if it matches or exceeds the efficiency of the Pixel 9 sequence final yr. The Pixel 9 sequence helped ship the corporate’s best quarterly sales ever, so the Pixel 10 sequence has quite a bit to stay as much as. If the market turns into sluggish, as Canalys suggests, that activity might be much more tough.

Mixed, Apple and Samsung held an 80 p.c market share in Q2 2025 within the US. If Google ever needs to interrupt out of its low single-digit market share within the US, it wants a breakthrough. This might be very difficult for Google to attain, particularly in economically unsure instances, and if the Pixel 10 sequence would not stay as much as the hype. Primarily based on the leaks and official photos we have seen from Google, the Pixel 10 series will intently resemble the Pixel 9 sequence, so it will likely be fascinating to see what (if any) large surprises Google has in retailer for the Pixel 10 launch. All might be revealed on August 20.

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