TABLE OF CONTENTS
-
Introduction
-
Apple’s Expected Market Lead
-
Performance of the iPhone 17 Series
-
Impact of Tariffs
-
A 14-Year Milestone
-
Future Momentum
-
Conclusion
1. Introduction
Apple is preparing for a major shift in the global smartphone landscape. According to a new report from CNBC, citing insights from Counterpoint Research, Apple is on track to surpass Samsung as the world’s leading smartphone manufacturer this year. This development marks a significant moment in the long-running competition between two industry giants.
2. Apple’s Expected Market Lead
Counterpoint Research projects Apple will ship 243 million units in 2025, while Samsung is expected to ship 235 million. This places Apple at a 19.4% global market share, edging ahead of Samsung by less than 1% but enough to reclaim the top spot after more than a decade.
3. Performance of the iPhone 17 Series
A key factor behind Apple’s rise is the impressive early performance of the iPhone 17 series. Counterpoint reports the new lineup has delivered 12% higher sales in the first four weeks compared to the previous iPhone 16 series. This strong start indicates growing consumer confidence and excitement around Apple’s latest flagship models.
4. Impact of Tariffs
Despite initial concerns, tariffs had a “lower-than-expected” impact on iPhone sales. Early predictions suggested higher prices might slow demand, but consumers responded more positively than anticipated. This lighter-than-feared impact helped Apple maintain strong early sales momentum.
5. A 14-Year Milestone
If projections hold, this will be the first time in 14 years that Apple overtakes Samsung in total smartphone shipments. Given how competitive and stable the top of the market has been, this shift highlights the strength of Apple’s current strategy and its growing influence across global markets.
6. Future Momentum
Counterpoint’s outlook suggests Apple’s growth may continue through next year. The company is expected to launch a more affordable “17e” model in the spring, aimed at reaching budget conscious buyers. Alongside it, Apple is also preparing to release its first foldable iPhone, one of the most anticipated products in its lineup. If the iPhone 17e performs well, it could help Apple extend its newly regained lead even further.
7. Conclusion
Apple’s projected rise to the top marks a significant turning point in the global smartphone industry. Strong demand for the iPhone 17 series, the limited effect of tariffs, and upcoming launches like the 17e and foldable iPhone all contribute to this momentum. After 14 years, Apple is finally poised to overtake Samsung reshaping the competitive landscape once again.
