Motorola incredibly pulled off what Apple and Samsung could not do in the US smartphone market in Q1

While Apple remains the uncontested leader of the US smartphone market, Motorola was the only top five vendor to boost its sales early this year.

Motorola Moto G Power (2026)
The Moto G Power (2026) is probably one of the key drivers behind Motorola's impressive Q1 US sales growth. | Image by PhoneArena
Together with a few different global reports and studies focused on key regions like China, India, Latin America, and Europe, an analysis of US smartphone sales between January and March 2026 was published a couple of weeks ago, revealing that the market contracted by a worrying 5.7 percent compared to the same period of last year.

Curiously enough, the report looked at Apple's huge advantage over all Android handset vendors at the nation's big three carriers while highlighting the great balance between Samsung and Motorola in the prepaid channel... without adding up the numbers to provide a complete picture of the battle for supremacy across the US.

Fortunately, Omdia comes in today to rectify that Counterpoint Research omission, predictably ranking Apple well ahead of Samsung... while singling out a different brand as the biggest (and only) American grower during the first three months of this year.

How did Motorola manage to boost its sales by 18 percent?


First things first, allow me to put that figure in the right perspective to emphasize its value. While Motorola jumped from exactly 3 million domestic shipments in Q1 2025 to 3.6 mil a year later, Apple dropped from 20.6 to 19.9 million units, Samsung lost 5 percent of its sales from the opening quarter of last year, TCL plummeted by 17 percent, and the "others" segment fell from a modest total of 800K to an even humbler 600K tally.

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Basically, Motorola somehow added the equivalent of all the sales generated by OnePlus, Nothing, HMD, and a bunch of "other" brands to an already respectable 3 million score, and it did this while US smartphone shipments in their entirety posted a 3 percent year-on-year decline (at least according to Omdia).

Surprisingly or not, the "refreshed" Moto G portfolio is considered the key driver behind this incredible latest growth for its Lenovo-owned manufacturer rather than the Razr (2025) family that gave Samsung so much trouble in the foldable landscape last year.

How bad are Apple and Samsung's Q1 2026 declines?


In short, not that bad. Interestingly, Counterpoint researchers actually estimated Apple's US iPhone sales as higher between January and March 2026 compared to the first three months of 2025, which Omdia evidently does not agree with.


One thing the two analytics firms clearly agree on is the steady popularity of the iPhone 17 lineup, which apparently accounted for a mind-blowing 70 percent of its maker's Q1 2026 sales stateside.

There's also no debate over the impact Samsung's late Galaxy S26 series launch had on the company's first-quarter numbers, although it obviously remains to be seen if the newest Android super-flagships will prove an overall hit at the end of the year.

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For the time being, it's crystal clear that the S26, S26 Plus, and S26 Ultra got off to a strong (albeit belated) start at the US box-office, improving the local pre-order total of last year's Galaxy S25 series by close to 25 percent. 

Google is hurting a lot more


Okay, maybe a 7 percent drop doesn't sound dramatically worse than Apple and Samsung's 3 and 5 percent year-on-year declines, respectively. But Google was already practically irrelevant in the US smartphone space, holding a microscopic 3 percent slice of the pie in the January-March 2025 timeframe, so seeing the search giant's 900K unit sales shrink even further has to hurt like crazy.

The reason is pretty simple, and you don't need a degree in data analysis to figure it out. The Pixel 10 family is not as popular as the Pixel 9 portfolio, most likely due to a lack of substantial internal upgrades or noticeable design revisions, and the early 10a launch couldn't have much of a positive impact when the "new" mid-ranger is virtually identical to last year's 9a.

What's next for the US smartphone market?


If product prices continue to rise (which feels virtually guaranteed), overall sales are likely to keep dropping over the next few quarters compared to the same timeframe of last year. That's probably going to be especially true for Samsung and Motorola's numbers after their recent price hikes, but Apple could defy the trend and prevent the market from sinking.


All in all, the current prediction for the nation's full-year shipment scores stands at 4 percent below the 2025 total, which is... actually not that bad.

The "premium" ($800+) segment suffered only a tiny decline in Q1 and is expected to hold up pretty well in the near future too, while the low-end (sub-$300) division actually expanded between January and March 2026. That means sales fell off a cliff in the $300-$599 and $600-$799 categories, as mid-range and mid-to-high-end devices felt the biggest pressure from rising production costs and "more selective" carrier subsidies.
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