Apple(US:AAPL) Counterpoint Research·2025-12-04 01:03Core Insights - Apple achieved a record global smartphone market share of 24.2% in October 2025, marking a historic high for a single month [4][5] - The success of the iPhone 17 series, driven by a significant upgrade cycle in major markets like the US, China, and Western Europe, was a key factor in Apple's growth [5][9] - The iPhone 17 series outperformed the previous iPhone 16 series in sales, particularly in China, where the growth rate reached 47% year-on-year [6][8] Market Performance - In October, Apple's smartphone shipments increased by 12% year-on-year, with the iPhone 17 series being the main contributor to this growth [5][9] - The basic model of the iPhone 17 showed the highest year-on-year growth among new models, benefiting from its competitive pricing and features similar to the Pro models [6][9] - The iPhone 17 series' strong sales were supported by external factors such as a concentrated upgrade cycle post-pandemic and promotional events like the Mid-Autumn Festival and early Double 11 sales [8][10] Future Outlook - Counterpoint Research anticipates that Apple will maintain high growth through Q4 2025, potentially achieving record shipment volumes and becoming the world's leading smartphone brand for the first time since 2011 [9][10] - The ongoing success of the iPhone 17 series, combined with holiday promotions, is expected to further boost Apple's Q4 and annual shipment figures [10]