"Apple Inc. will retake its crown as the world's largest smartphone maker for the first time in more than a decade, lifted by the successful debut of a new iPhone series and a rush of consumers upgrading devices, according to Counterpoint Research. The iPhone 17 models introduced in September have been a hit both domestically in the US and in Apple's other critical market, China. They've enticed more people to upgrade, leading to double-digit year-over-year sales growth in both markets, according to the researchers."
"The growth will propel Apple past longtime rival Samsung Electronics Co. this year, according to Counterpoint's figures. Shipments of the iPhone are set to grow at 10% in 2025, compared with 4.6% for Samsung. The overall smartphone market is expected to expand by 3.3% in 2025, with Apple projected to claim a share of 19.4%. It will be the first time since 2011 that the company takes the No. 1 position."
"Beyond the highly positive market reception for the iPhone 17 series, the key driver behind the upgraded shipment outlook lies in the replacement cycle reaching its inflection point, said Counterpoint analyst Yang Wang. Consumers who purchased smartphones during the Covid-19 boom are now entering their upgrade phase. Furthermore, 358 million secondhand iPhones were sold between 2023 and Q2 2025. These users are also likely to upgrade to a new iPhone in the coming years."
Apple will retake the world's largest smartphone maker position in 2025 following strong demand for the iPhone 17 series in the US and China. iPhone 17 sales achieved double-digit year-over-year growth in both markets. iPhone shipments are projected to grow 10% in 2025 versus 4.6% for Samsung, with the overall smartphone market expanding 3.3% and Apple claiming about 19.4% share. A replacement cycle inflection is fueling upgrades, supported by 358 million secondhand iPhones sold between 2023 and Q2 2025. Upcoming models — a foldable iPhone, a budget iPhone 17e, and a major redesign in 2027 — are expected to extend Apple's lead through 2029. A weakening dollar and easing US-China trade tensions boost emerging-market purchases.
Read at www.mercurynews.com
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