Apple(US:AAPL) 3 6 Ke·2025-11-26 08:13Core Insights - Apple is expected to surpass Samsung this year to become the world's largest smartphone manufacturer, driven by strong sales of the iPhone 17 series, with an estimated shipment of 255 million units, a year-on-year increase of approximately 10%, and a market share projected to rise to 19.4% [1][2] Group 1: Sales Performance - The iPhone 17 series saw a sales increase of up to 22% in some markets during its first month, while the global smartphone market declined by 2.7% during the same period [1] - In October, Apple's iPhone sales grew by 37% year-on-year, significantly outpacing the overall market growth of 8% [1] - In China, the iPhone accounted for one-quarter of total smartphone sales in October, with 80% of those sales coming from the new iPhone 17 series [1] Group 2: Product Features and Pricing - The iPhone 17 standard model features a 120Hz ProMotion adaptive refresh rate screen and a peak brightness of 3000 nits, enhancing outdoor visibility and smoothness [2] - Storage for the entire series has been upgraded from 128GB to 256GB without a price increase, addressing consumer storage concerns [2] - The A19 chip, built on TSMC's 3nm process, offers over 30% GPU performance improvement, catering to high-load gaming [2] - The battery capacity has increased to 3692mAh, extending video playback time from 22 hours to 30 hours, improving overall battery life [2] - The starting price for the iPhone 17 standard model remains at 5999 yuan, the same as the previous generation, while the iPhone 17 Pro series 256GB version is priced at 9999 yuan, unchanged from its predecessor [2] Group 3: Market Position and Competition - Over the past three years, Apple and Samsung have been in close competition for global smartphone shipments, with projections indicating that Apple may surpass Samsung in Q4 due to strong iPhone 17 sales [3] - According to Counterpoint, the global smartphone shipment rankings for 2024 are expected to be Samsung, Apple, Xiaomi, OPPO, and vivo, with Apple projected to lead in shipments at 230 million units and a market share of 18.7% [3] - Xiaomi is anticipated to maintain strong competitiveness, with a projected shipment of 168.5 million units in 2024, securing the third position globally [3]