Apple(US:AAPL) Counterpoint Research·2025-11-28 01:03Core Insights - The article presents quarterly insights into global smartphone operating system trends, focusing on market shares of Android, iOS, and HarmonyOS in the US, China, and India [4][6]. Global Market Overview - In Q3 2025, global smartphone sales increased by 4% year-on-year, marking the strongest performance for September since 2021. Android maintained a leading global market share of 79%, despite a 1% decline from Q3 2024. Samsung's Galaxy foldable series and early updates of certain A-series products helped mitigate this decline. HONOR's growth in various regions also supported Android's performance [9]. - iOS accounted for 17% of global sales in Q3 2025, up 1% from the previous year, driven by positive initial responses to the iPhone 17 series in key markets like the US, Japan, and India. The older iPhone 16 series also performed well during India's festive promotions [9]. - HarmonyOS captured a 14% market share in China in Q3 2025, surpassing other platforms to become the second-largest smartphone operating system in the country. The Huawei Nova 14 series was a key driver of this growth, although new models running HarmonyOS Next faced challenges due to early-stage ecosystem limitations [9]. Market Share Breakdown United States - Android's market share in the US was 45% in Q3 2025, down from 50% in Q2 2025. iOS held a 55% share in the same quarter [10]. China - In China, Android's market share was 69% in Q3 2025, a slight increase from 66% in Q2 2025. HarmonyOS maintained an 18% share, while iOS held 14% [12]. India - Android dominated the Indian market with a 92% share in Q3 2025, while iOS accounted for 8% [17].