苹果专题精选报告

Core Insights - Counterpoint Research is a global market research company focused on the technology ecosystem, providing comprehensive services across various sectors including smartphones, semiconductors, and consumer electronics [5]. Group 1: Apple Insights - Huawei's smartwatch shipments are expected to surpass Apple's for the first time in Q2 2025 [5]. - Cumulative revenue from Apple Watch has exceeded $100 billion since its launch in 2015 [5]. - The global refurbished smartphone market is experiencing a slowdown, while iPhone performance in emerging markets remains strong [5]. - Indian smartphone exports are projected to increase by 35% year-on-year in the first half of 2025, driven by a surge in iPhone exports to the US [5]. - Cumulative revenue from AirPods is expected to exceed $100 billion by 2026 [5]. - The True Wireless Stereo (TWS) market is entering a mature phase, with expectations of renewed growth for AirPods by 2027 [5]. - U.S. smartphone sales grew by 9% year-on-year in Q2 2025, with iPhone sales increasing by 10% due to the popularity of the iPhone 16e [5]. - Since the launch of the first iPhone in Q2 2007, Apple's quarterly revenue across product categories has shown significant growth [5]. - Global smartphone revenue has surpassed $100 billion, achieving a historic high, with iPhone market share reaching a record 43% [5]. - Global PC shipment growth accelerated in Q2 2025, with strong performances from Apple, Lenovo, and Asus [5]. - Counterpoint's survey indicates that iPhone Pro users have a higher upgrade frequency compared to non-Pro users, reflecting a "reverse diffusion curve" [5].