Apple is overtaking Samsung in the smartphone market. A historic breakthrough in the industry
Counterpoint Research predicts that Apple will get 19.4 percent. share in the global smartphone market, and Samsung – 18.7 percent. It is worth emphasizing that delivery numbers reflect the number of devices transferred to retail channels, which allows us to assess demand and manufacturers' expectations, although it is not the same as actual sales.
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Apple's success is mainly due to the iPhone 17 series, which – according to Counterpoint – had an exceptionally successful holiday season. In the United States, sales of this series, including the iPhone Air model, were up 12 percent in the first four weeks after the premiere. higher than iPhone 16 (excluding 16e). On the company's key Chinese market, the increase was as much as 18%. compared to the previous generation.
Apple's long-term dominance
Counterpoint Research predicts that Apple will maintain its leadership position in the global smartphone market until at least 2029. Analysts point to several factors that will support the company's further growth. Between 2023 and the second quarter of 2025, 358 million used iPhones were sold, which, according to experts, will create a solid demand base for new devices in the coming years.
Apple also benefited from favorable trade terms resulting from the ceasefire between the US and China. Thanks to this, the company was able to develop its supply chain and strengthen its position in emerging markets. Additionally, the weaker US dollar and stable economic situation had a positive impact on consumer confidence.
According to Counterpoint, the smartphone replacement cycle has reached a tipping point, and a key factor behind the increase in sales of upgraded models is the fact that consumers who purchased devices during the COVID-19 boom are now choosing to upgrade.
New models and development strategy
Next year, Apple plans to launch the basic iPhone 17e model and the first foldable smartphone. Counterpoint Research emphasizes that the announced improvements to the Siri virtual assistant and a thorough change in the iPhone design in 2027 are expected to further strengthen the company's position.
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Analysts point out that Apple is expanding its offer with various price levels, including the development of the “e” series. The company also intends to introduce changes to the release cycles of the Pro and Base models, which will allow it to better respond to consumer needs, especially in emerging markets and the lower premium segment.which, according to forecasts, will grow faster than the entire market.
