Apple(US:AAPL) 智通财经网·2025-11-26 16:05Core Viewpoint - Apple is expected to surpass Samsung in global smartphone shipments by 2025, marking its return to the top position after 14 years [1] Group 1: Market Performance - Apple is projected to ship approximately 243 million iPhones this year, while Samsung's shipments are expected to be around 235 million [1] - Apple's market share in the global smartphone market is anticipated to reach 19.4%, slightly above Samsung's 18.7% [1] - The strong performance of Apple is attributed to the iPhone 17 series launched in September, which has seen explosive sales during the holiday season [1] Group 2: Consumer Behavior - The current consumer upgrade cycle, particularly among those who purchased smartphones during the COVID-19 pandemic, is driving a new wave of demand [2] - The iPhone 17 series has outperformed the iPhone 16 series by 12% in the first four weeks of launch in the U.S., and in China, sales have increased by 18% compared to the previous generation [1][2] Group 3: Competitive Landscape - Samsung may face challenges in reclaiming the top position due to intense competition from Chinese manufacturers in the mid-to-low-end market [2] - Counterpoint predicts that Apple will maintain its leading position in the global smartphone market at least until 2029, supported by a large base of users upgrading from the 358 million second-hand iPhones sold from 2023 to mid-2025 [2] Group 4: Future Outlook - Apple plans to launch an entry-level iPhone 17e and a foldable phone next year, with a major design upgrade for the iPhone expected in 2027 [2] - The expansion of Apple's product line and its strategic focus on emerging markets and the "light luxury" segment are expected to enhance its appeal and maintain its competitive edge [3]