Apple(US:AAPL) Counterpoint Research·2025-08-07 01:03Core Insights - The global smartphone market revenue grew by 10% year-on-year in Q2 2025, surpassing $100 billion for the first time in this quarter, marking a historical record [3][4][6] - Apple led the market with a revenue increase of 13%, capturing 43% of the global smartphone market revenue [3][4][9] - The average selling price (ASP) of smartphones reached a historical high of nearly $350, with a year-on-year increase of 7% [4][10] Market Dynamics - Despite macroeconomic headwinds, the global smartphone market experienced both sales and revenue growth in Q2 2025, driven by relaxed U.S. tariff policies and strong demand for high-end devices in developed markets [6][9] - The ASP for OPPO increased by 14%, the highest among the top five brands, while its revenue also grew by 10% [9] - Samsung maintained its lead in global smartphone shipments, with a revenue growth of 4%, supported by strong demand for its mid-range A series and the Galaxy S25 series [9] Future Outlook - The trend towards premiumization in the global smartphone market is expected to continue, with revenue growth anticipated to outpace shipment growth in 2025 [10] - Emerging trends such as generative AI smartphones and foldable devices are projected to create significant growth opportunities for the global smartphone market [10]