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Apple Inc. (AAPL) topped the global smartphone industry sales in the first quarter of 2025, aided by the company’s latest affordable smartphone, the iPhone 16e.
Apple’s stock was up nearly 2% in mid-day trade on Monday.
According to data from Counterpoint Research, Apple ended the first quarter (Q1) with a global market share of 19%, remaining unchanged from a year ago. Apple’s iPhone shipments grew 4%, slightly faster than the industry average of 3%.
Samsung Electronics, which is Apple’s closest rival, saw its market share decline to 18% in Q1 from 20% in the year-ago period. Chinese smartphone maker Xiaomi came in third, increasing its share to 14% from 13% a year ago.
According to Counterpoint, while Apple's sales in major markets such as the U.S., Europe, and China were flat or declining, the company experienced double-digit growth in Japan, India, Southeast Asia, the Middle East, and Africa.
However, the research firm is not as optimistic about the smartphone industry’s prospects.
Despite the onset of next-generation features such as generative AI and foldable technology, Counterpoint highlighted multiple headwinds that could play spoilsport as smartphone makers navigate a tough macro and policy environment.
According to the research firm, economic uncertainties could push smartphone buyers to delay their purchases. Other issues, like trade risks and supply chain concerns due to President Donald Trump's tariff policies, could “negatively impact” the smartphone industry.
This is even as the Trump administration has delivered temporary relief by exempting tariffs on smartphones, computers, and other electronic items for the time being.
“While our long-term outlook remains steady, we believe the market will show a decline in 2025,” Counterpoint said in its note.
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