‘The Big Money Show’ panel discusses Counterpoint Research’s prediction that Apple will regain its crown as the world’s largest smartphone maker.
Apple’s smartphone By 2025, shipments are expected to surpass Samsung’s for the first time in more than a decade and become the world’s largest smartphone seller, according to a new report.
An analysis by Counterpoint Research shows that global smartphone shipments will rise 3.3% year-on-year in 2025, with much of the gain coming from Apple.
iPhone shipments are expected to increase 10% year-over-year through 2025, partly due to growing demand for the iPhone 17 series in key regions.
Counterpoint predicted that Apple’s sales will reach 19.4% by 2025, which would make Apple the world’s largest smartphone manufacturer for the first time since 2011.
NEW APPLE IPHONE 17 IS ON SALE WORLDWIDE
According to Counterpoint Research, strong demand for the iPhone 17 is expected to propel Apple past Samsung for the first time since 2011. (Reuters/Shannon Stapleton)
Shipments from Samsung are expected to grow by 4.6% year on year and reach a global share of 18.7%, leaving the top spot for the first time in over a decade.
“In addition to the very positive market reception for the iPhone 17 series, the main driver behind the improved shipment prospects lies in the fact that the replacement cycle is reaching its turning point,” said senior analyst Yang Wang.
“Consumers who purchased smartphones during the COVID-19 boom are now entering the upgrade phase. Additionally, 358 million used iPhones were sold between 2023 and the second quarter of 2025. These users are also likely to upgrade to a new iPhone in the coming years.”
APPLE AND MICROSOFT REACH $4B MILESTONE
| Ticker | Security | Last | Change | Change % |
|---|---|---|---|---|
| AAPL | APPLE INC. | 277.55 | +0.58 |
+0.21% |
| SSNLF | SAMSUNG ELECTRONICS CO. LTD. | 65.21 | +24.61 |
+60.62% |
That base of consumer demand According to the analysis, this is expected to help Apple maintain its newly regained lead among smartphone makers until 2029.
Samsung’s strategic move to the A-series is expected to boost momentum in emerging markets due to stronger specifications and competitive pricing, while in mature markets, Samsung’s move to premium products is expected to help defend market share, Counterpoint predicted.
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Samsung is expected to see strong shipment growth despite being surpassed by Apple, Counterpoint said. (SeongJoon Cho/Bloomberg via Getty Images)
Chinese smartphone manufacturers They are expected to further rely on overseas markets to drive growth, while also targeting higher-end segments with premium features to boost profitability.
Counterpoint said diversification should allow Chinese manufacturers to strengthen their revenues, while their ranking in terms of shipments is expected to remain stable until 2029.
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