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Ryan Reith
Analyst Index · The Channel

Ryan Reith

Group Vice President, Worldwide Device Trackers, IDC
61%
Accuracy
14 of 50
Analyst ranking
8
Predictions scored
8
Still to fall due
5 right1 mostly right2 wrong
Scored predictions8
Wrong · 0%foldable smartphones continue to grow rapidly with year-over-year growth of 37% expected and shipments reaching 25 million in 2024.The Channel · made Feb 2024 · due Dec 2024

What happened. No standalone IDC first published 2024 foldables total was found. IDC's August 2025 forecast release says foldable growth was 4% in 2024; its December 2025 release (2025 at 20.6m, +10%) implies about 18.7m in 2024, against the 25m called. Scored on growth because no first published 2024 unit level was found: 37% called vs 4% actual, a 33-point miss. On the implied level (25m vs about 18.7m, 34% high) it is also Wrong. Sources: idc.com, idc.com.

Source: Worldwide Smartphone Recovery Is Happening as Shipments Are Forecast to Grow 2.8% in 2024, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 37% · actual 4%Medium confidence
Right · 100%smartphone shipments are expected to reach 1.20 billion units in 2024, growing 2.8% year over yearThe Channel · made Feb 2024 · due Dec 2024

What happened. IDC's first full-year 2024 figure (13 January 2025) put shipments at 1,238.8 million, up 6.4%. 1,200m forecast vs 1,238.8m actual: 3.1% low, inside the 5% band (the growth rate missed by 3.6 points, but the level governs). Sources: idc.com.

Source: Worldwide Smartphone Recovery Is Happening as Shipments Are Forecast to Grow 2.8% in 2024, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 1,200 m units · actual 1,238.8 m unitsHigh confidence
Right · 100%The silver lining in all of this is that the market contractions appear to have bottomed out and growth is expected in 2024.The Channel · made Jan 2024 · due Dec 2024

What happened. IDC's first full-year 2024 figure (January 2025) put traditional PC shipments at 262.7 million, up 1% on 2023. A directional call for growth in 2024; the market grew 1%. Sources: idc.com.

Source: Worldwide PC Shipments Declined 2.7% Year Over Year in the Fourth Quarter of 2023 but Visions of Growth Lie Ahead, According to IDC

Caveat. No independent evidence available. Scored on IDC’s own figures.

High confidence
Right · 100%Worldwide Smartphone Forecast by OS, 2023 ... iOS 233.5 [million, 2023 shipments], 1.3% [growth]The Channel · made Dec 2022 · due Dec 2023

What happened. IDC's first full-year 2023 figures (15 January 2024) put Apple at 234.6 million shipments. 233.5m forecast vs 234.6m actual: 0.5% low. Sources: idc.com.

Paraphrased. Source: Global Smartphone Shipments Continue to be Impacted by Slowed Demand and Setbacks in China, According to IDC Tracker

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 233.5 m units · actual 234.6 m unitsHigh confidence
Right · 100%iOS unit share will reach 18.7% (the highest of any forecast year)The Channel · made Dec 2022 · due Dec 2022

What happened. IDC's first full-year 2022 figures (25 January 2023) gave Apple 226.4m of 1,205.5m shipments, an 18.8% share. 18.7% forecast vs 18.8% actual: within 1% of the actual level. Sources: idc.com.

Source: Global Smartphone Shipments Continue to be Impacted by Slowed Demand and Setbacks in China, According to IDC Tracker · the 2022 share discussed in the release

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 18.7% · actual 18.8%High confidence
Mostly right · 75%While a recovery of 2.8% is still anticipated in 2023 ... Total 1270.3 [million, 2023 shipments]The Channel · made Dec 2022 · due Dec 2023

What happened. IDC's first published full-year figure (15 January 2024) put 2023 shipments at 1,166.9 million, down 3.2%. 1,270.3m forecast vs 1,166.9m actual: 8.9% high, inside the 10% band. On the growth rate (2.8% vs -3.2%) it would be Mostly wrong, but the release states the level. Sources: idc.com.

Paraphrased. Source: Global Smartphone Shipments Continue to be Impacted by Slowed Demand and Setbacks in China, According to IDC Tracker

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 1,270.3 m units · actual 1,166.9 m unitsHigh confidence
Right · 100%IDC expects smartphone shipment volumes to total 1.24 billion units in 2022.The Channel · made Dec 2022 · due Dec 2022

What happened. IDC's first published full-year figure (25 January 2023) put 2022 shipments at 1,205.5 million, down 11.3%. 1,240m forecast vs 1,205.5m actual: 2.9% high, inside the 5% band. Sources: idc.com.

Paraphrased. Source: Global Smartphone Shipments Continue to be Impacted by Slowed Demand and Setbacks in China, According to IDC Tracker

Caveat. No independent evidence available. Scored on IDC’s own figures.

Forecast 1,240 m units · actual 1,205.5 m unitsHigh confidence
Wrong · 0%We expect to see supply and logistical challenges continue through the first half of this year, but we currently believe we'll return to growth in the second quarter and second half of 2022.The Channel · made Jan 2022 · due Dec 2022

What happened. Smartphone shipments did not return to growth in 2022. IDC reported Q3 2022 down 9.7% (the fifth straight quarterly decline, so Q2 2022 also fell), Q4 2022 down 18.3% and the full year down 11.3% to 1.21 billion. He called a return to growth in Q2 and the second half of 2022; every quarter from Q2 to Q4 2022 declined year on year. Sources: idc.com, idc.com.

Source: Worldwide SmartPhone Shipments In Q4 Fall, Despite Overall Growth In 2021 (ChannelNews, carrying IDC's Q4 2021 smartphone release) · second half of 2022

Caveat. No independent evidence available. Scored on IDC’s own figures.

High confidence
Still to fall due8 predictions
  1. Dec 2026and tablets expanding 3.9% to $66.8 billion in 2026.The Channel · made Mar 2026 · source
  2. Dec 2026Higher average selling prices (ASPs) are expected to lift total market value, with PCs growing 1.6% to $274 billionThe Channel · made Mar 2026 · source
  3. Dec 2026Tablet shipments are similarly forecast to fall 7.6% this year.The Channel · made Mar 2026 · source
  4. Dec 2026global PC shipments are now expected to decline 11.3% in 2026The Channel · made Mar 2026 · source
  5. Dec 2028smartphone shipments are expected to reach 1.20 billion units in 2024, growing 2.8% year over year, followed by growth in the low single digits through 2028.The Channel · made Feb 2024 · source
  6. Dec 2024IDC forecasts 170 million next-gen AI smartphones will ship in 2024, representing almost 15% of the total smartphone market and surpassing even AI PCs.The Channel · made Feb 2024 · source
  7. Dec 2026Worldwide Smartphone Forecast by OS, 2023 and 2026 ... Total ... 1393.2 [million, 2026 shipments]The Channel · made Dec 2022 · source
  8. Dec 20265G continues to build out globally and will account for just over half of smartphones shipped worldwide in 2022, rising to 80% by 2026.The Channel · made Dec 2022 · source
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