Apple is set to become the world’s largest smartphone maker for the first time in over a decade. This shift is driven by the strong performance of the new iPhone 17 lineup. The change is expected to happen by the end of 2025.

According to data from Counterpoint Research via Bloomberg, Apple’s shipment growth is significantly outpacing Samsung’s. This marks a major turning point in the global smartphone market.
Market Share and Growth Projections
Counterpoint projects iPhone shipments will grow 10% this year. Samsung’s growth is forecast at just 4.6%. Apple is expected to capture a 19.4% global market share.
The overall smartphone market is expanding by 3.3%. Apple’s growth is triple the market average. This performance is lifting the entire industry.
Key Drivers Behind Apple’s Resurgence
The iPhone 17 series has seen double-digit sales growth in key markets. This includes both the United States and China. Early sales outpaced the iPhone 16 lineup by 14%.
A replacement cycle is a major factor. Consumers who bought phones during the pandemic are now upgrading. This created a powerful sales inflection point.
Easing trade tensions between the U.S. and China have also helped. A weaker U.S. dollar has boosted purchases in emerging markets. These economic conditions favor Apple’s strategy.
Apple’s reclaimed leadership underscores the powerful consumer draw of the iPhone 17 and a favorable global economic climate. This positions the company for a strong start to 2026.
Thought you’d like to know
What is driving Apple’s increased market share?
The primary driver is the successful launch of the iPhone 17 series. It has posted strong double-digit sales growth in major markets like the U.S. and China.
How does Apple’s growth compare to the overall market?
Apple’s projected 10% shipment growth far outpaces the overall market’s 3.3% expansion. It also easily beats Samsung’s 4.6% projected growth.
What role did the replacement cycle play?
Analysts point to a replacement “inflection point.” Millions of consumers who bought phones during the pandemic boom are now ready for an upgrade, fueling sales.
What are Apple’s future product plans?
Apple is expected to launch its first foldable iPhone in 2026. A more budget-friendly iPhone 17e is also anticipated, followed by a major design overhaul in 2027.
How did Apple perform in China recently?
The company had a record-breaking October in China. Sales there jumped an impressive 37% year-over-year, according to Counterpoint Research.
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