Harshit Rastogi

Analyst @CounterPointTR

[Harshit Rastogi @harshit19r]

Prices in local currency, not USD for all

[Harshit Rastogi @harshit19r]

Samsung Galaxy S25 Pricier than Galaxy S26 in the UK and India.

[Shubham Singh @Shubhamsparihar]

📱Smartphones are getting pricier. EMIs are getting longer.

India’s mainline smartphone financing tenure hit 10 months in Q2 2026, as consumers increasingly prioritize monthly affordability.

Key Takeaways:
• 57.5% financing penetration in Tier 2 markets

[Harshit Rastogi @harshit19r]

Xiaomi brings Mijia to India

Mijia's India debut signals @XiaomiIndia 's push beyond #smartphones and #IoT. The initial focus is likely to be large appliances such as ACs and refrigerators, offering higher margins while strengthening Xiaomi's smart home ecosystem.

[Shubham Singh @Shubhamsparihar]

Ahead of today’s #GalaxyUnpacked, we’ve unveiled the key trends shaping India’s foldable market.

India’s cumulative foldable smartphone shipments are set to surpass 3 million units by end-2026.
#Samsung #GalaxyZFold #Foldables

[Shubham Singh @Shubhamsparihar]

• 4G devices regained importance as brands expanded affordable offerings to offset rising smartphone prices.
• Financing continued to play a larger role, making premium devices more accessible despite higher ASPs.

[Shubham Singh @Shubhamsparihar]

📉 India's Smartphone Market Faces Its Sharpest June-Quarter Decline in Six Years

• Shipments: -10% YoY in Q2 2026
• Memory-led cost inflation drove multiple price hikes
• Entry-level demand weakened the most
• vivo led the market; Samsung gained share; Nothing grew 105% YoY

[Shubham Singh @Shubhamsparihar]

More than 2 in 5 smartphones sold in India will be financed in 2026, according to @CounterPointTR

📱Financing share to reach 42% in 2026 (vs 35% in 2025)
📱NBFCs are expanding credit access across Tier 2 & 3 markets
📱Longer EMIs are making premium smartphones more affordable

[naiive @naiivememe]

My portfolio went down -70% but at least my Ipad up + 30%

[Harshit Rastogi @harshit19r]

Weekend well spent capturing moments with the upcoming #Xiaomi17T 📸
Great results in every lighting condition, and that optical zoom truly stands out!

@XiaomiIndia

[Jaymin Shah @JayminSOfficial]

AI is quietly turning India's 𝟳𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 "𝙨𝙢𝙖𝙧𝙩𝙥𝙝𝙤𝙣𝙚 𝙪𝙨𝙚𝙧𝙨" into "𝘼𝙄 𝙪𝙨𝙚𝙧𝙨", and the data behind this shift is worth paying close attention to.

The @CounterPointTR's Smartphone Insights Report 2026 reveals that AI features now influence purchase decisions for 89% of users, with 58% engaging AI on their phones every single day. What makes this especially significant is how purposefully different cohorts are adopting it: Gen Z using AI for content creation and entertainment, millennials for research, planning and productivity, women for everyday assistance, parenting and personal care. This is AI embedding itself into the fabric of daily life, one use case at a time, across every income bracket and geography.

The hardware baseline tells the same story from a different angle. Large 6.6"+ displays and 128GB+ storage are at 85% adoption, 50MP+ cameras at 75%, and GenAI-capable smartphones already at 30% penetration. These were premium markers two years ago. Today they are entry expectations. Replacement cycles stretching from 3.5 to approximately 4 years confirm users are making fewer upgrades but far more deliberate ones, seeking experiences that genuinely justify the investment.

Financing is the quiet enabler behind this premiumisation wave. Around 43% of users frequently choose EMIs, and nearly 79% agree financing makes high-spec devices accessible, even as memory costs rise 20–40% and average selling prices climb. India is finding a way to bridge aspiration and affordability at scale, and that bridge is reshaping the entire market structure.

@Tarunpathak's observation that India has matured from a price-sensitive market into one of the world's most discerning smartphone audiences is one of the more underrated macro insights of this cycle!

The question India's smartphone market is asking has fundamentally changed. It has moved from "What is the best phone I can afford?" to "Which phone is intelligent enough to fit my life?" That shift in consumer intent will define the next decade of India's technology economy.

𝗙𝘂𝗹𝗹 𝗿𝗲𝗽𝗼𝗿𝘁: https://t.co/hUXwYUXixr 𝗪𝗼𝗿𝘁𝗵 𝗮 𝗿𝗲𝗮𝗱 𝗶𝗳 𝘆𝗼𝘂 𝗮𝗿𝗲 𝘁𝗿𝗮𝗰𝗸𝗶𝗻𝗴 𝘄𝗵𝗲𝗿𝗲 𝗜𝗻𝗱𝗶𝗮'𝘀 𝘁𝗲𝗰𝗵 𝗲𝗰𝗼𝗻𝗼𝗺𝘆 𝗶𝘀 𝗵𝗲𝗮𝗱𝗶𝗻𝗴.

[Counterpoint Research @CounterPointTR]

𝗶𝗣𝗵𝗼𝗻𝗲 𝟭𝟳 𝗚𝗹𝗼𝗯𝗮𝗹 𝗕𝗲𝘀𝘁-𝗦𝗲𝗹𝗹𝗶𝗻𝗴 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟲, 𝗧𝗼𝗽 𝟭𝟬 𝗧𝗮𝗸𝗲 𝟮𝟱% 𝗦𝗵𝗮𝗿𝗲

𝖳𝗁𝖾 @Apple 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟩 𝖲𝖾𝗋𝗂𝖾𝗌 𝖼𝖺𝗉𝗍𝗎𝗋𝖾𝖽 𝗍𝗁𝖾 𝗍𝗈𝗉 𝗍𝗁𝗋𝖾𝖾 𝗌𝗉𝗈𝗍𝗌 𝗂𝗇 𝗍𝗁𝖾 𝗐𝗈𝗋𝗅𝖽’𝗌 𝖻𝖾𝗌𝗍-𝗌𝖾𝗅𝗅𝗂𝗇𝗀 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝗂𝗇 𝖰𝟣 𝟤𝟢𝟤𝟨. @Samsung 𝖦𝖺𝗅𝖺𝗑𝗒 𝖠 𝖲𝖾𝗋𝗂𝖾𝗌 𝗐𝖺𝗌 𝗆𝗈𝗌𝗍 𝗋𝖾𝗉𝗋𝖾𝗌𝖾𝗇𝗍𝖾𝖽 𝗐𝗂𝗍𝗁 𝖿𝗂𝗏𝖾 𝗆𝗈𝖽𝖾𝗅𝗌 𝗂𝗇 𝗍𝗁𝖾 𝗍𝗈𝗉 𝟣𝟢, @Xiaomi 𝖱𝖾𝖽𝗆𝗂 𝖠𝟧 𝗌𝖾𝖼𝗎𝗋𝖾𝖽 𝗍𝗁𝖾 𝗍𝖾𝗇𝗍𝗁 𝗌𝗉𝗈𝗍. 𝖳𝗁𝖾 𝗍𝗈𝗉 𝟣𝟢 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝖼𝗈𝗇𝗍𝗋𝗂𝖻𝗎𝗍𝖾𝖽 𝟤𝟧% 𝗈𝖿 𝗀𝗅𝗈𝖻𝖺𝗅 𝗎𝗇𝗂𝗍 𝗌𝖺𝗅𝖾𝗌, 𝗍𝗁𝖾 𝗁𝗂𝗀𝗁𝖾𝗌𝗍 𝖰𝟣 𝖼𝗈𝗇𝖼𝖾𝗇𝗍𝗋𝖺𝗍𝗂𝗈𝗇 𝖾𝗏𝖾𝗋.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟩 𝗅𝖾𝖺𝖽𝗌 𝗍𝗁𝖾 𝗅𝗂𝗌𝗍 𝗐𝗂𝗍𝗁 𝟨% 𝗌𝗁𝖺𝗋𝖾 𝖿𝗈𝗋 𝗍𝗁𝖾 𝗊𝗎𝖺𝗋𝗍𝖾𝗋, 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟩 𝖯𝗋𝗈 𝖬𝖺𝗑 𝖺𝗇𝖽 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟩 𝖯𝗋𝗈 𝖿𝗈𝗅𝗅𝗈𝗐 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗍𝗐𝗈 𝗌𝗉𝗈𝗍𝗌.

  • 𝖲𝖺𝗆𝗌𝗎𝗇𝗀’𝗌 𝖦𝖺𝗅𝖺𝗑𝗒 𝖠 𝗌𝖾𝗋𝗂𝖾𝗌 𝖼𝖺𝗉𝗍𝗎𝗋𝖾𝖽 𝖿𝗂𝗏𝖾 𝗌𝗉𝗈𝗍𝗌 𝗐𝗂𝗍𝗁 𝖦𝖺𝗅𝖺𝗑𝗒 𝖠𝟢𝟩 𝟦𝖦 𝗍𝗁𝖾 𝖻𝖾𝗌𝗍-𝗌𝖾𝗅𝗅𝗂𝗇𝗀 𝖠𝗇𝖽𝗋𝗈𝗂𝖽 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾.

  • 𝖲𝖺𝗆𝗌𝗎𝗇𝗀’𝗌 𝖦𝖺𝗅𝖺𝗑𝗒 𝖲𝟤𝟨 𝖴𝗅𝗍𝗋𝖺 𝗃𝗎𝗌𝗍 𝗈𝗎𝗍𝗌𝗂𝖽𝖾 𝗍𝗁𝖾 𝗅𝗂𝗌𝗍, 𝗋𝖾𝗀𝗂𝗌𝗍𝖾𝗋𝗂𝗇𝗀 𝗁𝗂𝗀𝗁𝖾𝗋 𝗂𝗇𝗂𝗍𝗂𝖺𝗅 𝗌𝖺𝗅𝖾𝗌 𝗍𝗁𝖺𝗇 𝗂𝗍𝗌 𝗉𝗋𝖾𝖽𝖾𝖼𝖾𝗌𝗌𝗈𝗋.

  • 𝖳𝗁𝖾 𝖼𝗈𝗇𝗍𝗋𝗂𝖻𝗎𝗍𝗂𝗈𝗇 𝗈𝖿 𝗍𝗈𝗉-𝗍𝖾𝗇 𝗋𝖾𝖺𝖼𝗁𝖾𝖽 𝗁𝗂𝗀𝗁𝖾𝗌𝗍 𝖿𝗈𝗋 𝖬𝖺𝗋𝖼𝗁 𝗊𝗎𝖺𝗋𝗍𝖾𝗋 𝖺𝗍 𝟤𝟧%. 𝖤𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗋𝖾𝗆𝖺𝗂𝗇 𝗁𝗂𝗀𝗁 𝖿𝗈𝗋 𝟤𝟢𝟤𝟨 𝗈𝗐𝗂𝗇𝗀 𝗉𝗎𝗌𝗁 𝗈𝗇 𝗅𝗂𝗆𝗂𝗍𝖾𝖽 𝗆𝗈𝖽𝖾𝗅𝗌 𝖺𝗆𝗂𝖽𝗌𝗍 𝖽𝖾𝖼𝗅𝗂𝗇𝗂𝗇𝗀 𝗆𝖺𝗋𝗄𝖾𝗍.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/RL4gkTjLdL

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗛𝗮𝗻𝗱𝘀𝗲𝘁 𝗠𝗼𝗱𝗲𝗹 𝗦𝗮𝗹𝗲𝘀 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗵𝗲𝗿𝗲:
https://t.co/QAoKfSg6NG

#iPhone17 #Apple #GalaxyASeries #Xiaomi #RedmiA5 #GalaxyS26Ultra

[Shubham Singh @Shubhamsparihar]

India’s smartphone market just logged its weakest quarter in six years📉

Shipments dropped 3% YoY in Q1’26 as cost inflation, price hikes, and weak demand weighed on volumes.

Nearly ~1/3 of launches were preponed from Q2 → Q1 to manage rising BOM (DRAM/NAND + currency)

[Counterpoint Research @CounterPointTR]

𝗝𝘂𝘀𝘁 𝗣𝘂𝗯𝗹𝗶𝘀𝗵𝗲𝗱: 𝗦𝗶𝘅 𝗼𝗳 𝗧𝗼𝗽 𝟭𝟬 ≥𝟲𝟬𝟬𝟬𝗺𝗔𝗵 𝗕𝗮𝘁𝘁𝗲𝗿𝘆 𝗖𝗮𝗽𝗮𝗰𝗶𝘁𝘆 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲𝘀 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝗱 𝗦𝗶𝗹𝗶𝗰𝗼𝗻 𝗖𝗮𝗿𝗯𝗼𝗻 𝗶𝗻 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟲

𝖶𝗂𝗍𝗁 𝗌𝗂𝗅𝗂𝖼𝗈𝗇-𝖼𝖺𝗋𝖻𝗈𝗇 𝖻𝖺𝗍𝗍𝖾𝗋𝗂𝖾𝗌 𝖾𝗇𝖺𝖻𝗅𝗂𝗇𝗀 𝗁𝗂𝗀𝗁𝖾𝗋 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝗐𝗂𝗍𝗁𝗈𝗎𝗍 𝖺𝖽𝖽𝖾𝖽 𝖻𝗎𝗅𝗄, ≥𝟨𝟢𝟢𝟢𝗆𝖠𝗁 𝖽𝖾𝗏𝗂𝖼𝖾𝗌 𝗇𝗈𝗐 𝖺𝖼𝖼𝗈𝗎𝗇𝗍 𝖿𝗈𝗋 𝟤𝟫% 𝗈𝖿 𝗌𝖺𝗅𝖾𝗌 (𝗏𝗌 𝟣𝟢% 𝗅𝖺𝗌𝗍 𝗒𝖾𝖺𝗋), 𝗅𝖾𝖽 𝖻𝗒 𝖻𝗋𝖺𝗇𝖽𝗌 𝗅𝗂𝗄𝖾 @Vivo_GLOBAL, 𝖷𝗂𝖺𝗈𝗆𝗂, @oppo, 𝖺𝗇𝖽 @Honorglobal, 𝖺𝖼𝖼𝗈𝗋𝖽𝗂𝗇𝗀 𝗍𝗈 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁’𝗌 𝖦𝗅𝗈𝖻𝖺𝗅 𝖧𝖺𝗇𝖽𝗌𝖾𝗍 𝖬𝗈𝖽𝖾𝗅 𝖲𝖺𝗅𝖾𝗌 𝖳𝗋𝖺𝖼𝗄𝖾𝗋. @Xiaomi 𝖱𝖾𝖽𝗆𝗂 𝟣𝟧𝖢 𝟦𝖦 𝗐𝖺𝗌 𝗍𝗁𝖾 𝖻𝖾𝗌𝗍-𝗌𝖾𝗅𝗅𝗂𝗇𝗀 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗂𝗇 𝗍𝗁𝖾 ≥𝟨𝟢𝟢𝟢𝗆𝖠𝗁 𝗌𝖾𝗀𝗆𝖾𝗇𝗍.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • 𝖠𝗏𝖾𝗋𝖺𝗀𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝖻𝖺𝗍𝗍𝖾𝗋𝗒 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝗋𝖾𝖺𝖼𝗁𝖾𝖽 𝟧𝟤𝟫𝟣𝗆𝖠𝗁 𝗂𝗇 𝖩𝖺𝗇𝗎𝖺𝗋𝗒 𝟤𝟢𝟤𝟨, 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀 𝖻𝗒 𝖺𝗋𝗈𝗎𝗇𝖽 𝟦𝟢𝟢𝗆𝖠𝗁 𝖸𝗈𝖸, 𝗍𝗁𝖾 𝖻𝗂𝗀𝗀𝖾𝗌𝗍 𝖸𝗈𝖸 𝗁𝗂𝗄𝖾 𝗌𝗂𝗇𝖼𝖾 𝖣𝖾𝖼𝖾𝗆𝖻𝖾𝗋 𝟤𝟢𝟤𝟣.

  • 𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝗐𝗂𝗍𝗁 ≥𝟨𝟢𝟢𝟢𝗆𝖠𝗁 𝖻𝖺𝗍𝗍𝖾𝗋𝗂𝖾𝗌 𝖼𝗈𝗇𝗍𝗋𝗂𝖻𝗎𝗍𝖾𝖽 𝖿𝗈𝗋 𝟤𝟫% 𝗈𝖿 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝖺𝗅𝖾𝗌 𝗂𝗇 𝖩𝖺𝗇𝗎𝖺𝗋𝗒 𝟤𝟢𝟤𝟨, 𝗎𝗉 𝗌𝗁𝖺𝗋𝗉𝗅𝗒 𝖿𝗋𝗈𝗆 𝗃𝗎𝗌𝗍 𝟣𝟢% 𝗂𝗇 𝖩𝖺𝗇𝗎𝖺𝗋𝗒 𝟤𝟢𝟤𝟧.

  • 𝖷𝗂𝖺𝗈𝗆𝗂’𝗌 𝖱𝖾𝖽𝗆𝗂 𝟣𝟧𝖢 𝟦𝖦 𝗐𝖺𝗌 𝗍𝗁𝖾 𝖻𝖾𝗌𝗍-𝗌𝖾𝗅𝗅𝗂𝗇𝗀 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗂𝗇 𝗍𝗁𝖾 ≥𝟨𝟢𝟢𝟢𝗆𝖠𝗁 𝗌𝖾𝗀𝗆𝖾𝗇𝗍, 𝖼𝖺𝗉𝗍𝗎𝗋𝗂𝗇𝗀 𝖺 𝟥.𝟨% 𝗌𝖺𝗅𝖾𝗌 𝗌𝗁𝖺𝗋𝖾.

  • 𝖲𝗂𝗑 𝗈𝖿 𝗍𝗁𝖾 𝗍𝗈𝗉 𝟣𝟢 𝖻𝖾𝗌𝗍-𝗌𝖾𝗅𝗅𝗂𝗇𝗀 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝗂𝗇 𝗍𝗁𝖾 𝗌𝖾𝗀𝗆𝖾𝗇𝗍 𝖿𝖾𝖺𝗍𝗎𝗋𝖾𝖽 𝗌𝗂𝗅𝗂𝖼𝗈𝗇-𝖼𝖺𝗋𝖻𝗈𝗇 𝖻𝖺𝗍𝗍𝖾𝗋𝗂𝖾𝗌 𝖺𝗇𝖽 𝗐𝖾𝗋𝖾 𝖾𝗑𝖼𝗅𝗎𝗌𝗂𝗏𝖾 𝗍𝗈 𝖢𝗁𝗂𝗇𝖺 𝖽𝗎𝖾 𝗍𝗈 𝗋𝖾𝗀𝗎𝗅𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗋𝗈𝗎𝗇𝖽 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝖺𝗇𝖽 𝖻𝖺𝗍𝗍𝖾𝗋𝗒 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/tiCANhWIJf

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 "𝗚𝗹𝗼𝗯𝗮𝗹 𝗛𝗮𝗻𝗱𝘀𝗲𝘁 𝗠𝗼𝗱𝗲𝗹 𝗦𝗮𝗹𝗲𝘀 𝗧𝗿𝗮𝗰𝗸𝗲𝗿, 𝗤𝟰 𝟮𝟬𝟮𝟱" 𝗵𝗲𝗿𝗲:
https://t.co/uERYQMdQLh

#Redmi15C4G #Smartphones #SiC #BatteryTech #HONOR #OPPO #vivo

[Harshit Rastogi @harshit19r]

@SamsungMobile rolls out #Galaxy A07 5G globally!
The predecessor, Galaxy A06 5G was among the best selling smartphones in 2025.

The new device sees new prices across markets with India seeing the highest jump, while SEA nations see a moderate jump.

[Counterpoint Research @CounterPointTR]

Apple delivered a blowout quarter that surprised everyone (including, probably, themselves!) highlighting just how important China was to the growth story.

During the earnings call, @tim_cook even cited Counterpoint Research data showing the MacBook Air and Mac Mini leading their categories in China.

Our latest research breaks down 𝘄𝗵𝗮𝘁 𝗱𝗿𝗼𝘃𝗲 𝘁𝗵𝗲 𝘀𝘂𝗿𝗴𝗲 𝗶𝗻 𝗿𝗲𝘃𝗲𝗻𝘂𝗲𝘀 𝗮𝗻𝗱 𝗵𝗼𝘄 𝗱𝘂𝗿𝗮𝗯𝗹𝗲 𝗶𝘁 𝗺𝗮𝘆 𝗯𝗲:
⦿ A China-led iPhone 12 & 13 replacement super-cycle
⦿ Meaningful iPhone 17 design and spec upgrades
⦿ A consistent, disciplined pricing strategy
⦿ Strong value perception amongst Chinese consumers
⦿ No significant price cuts (so far) on the base iPhone 17, preserving pricing power

Hardware momentum is still very real, but investors are already looking to services and AI as the next growth engine. We’ll share deeper analysis soon, including 𝗵𝗼𝘄 𝗳𝗮𝗿 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗶𝗣𝗵𝗼𝗻𝗲 𝗶𝗻𝘀𝘁𝗮𝗹𝗹𝗲𝗱 𝗯𝗮𝘀𝗲 𝗵𝗮𝘀 𝗴𝗿𝗼𝘄𝗻 and how that should be viewed from the services angle.

Read our latest research here:

Q4 2025 China Smartphone Shipments
https://t.co/nTbHCpKiXp

Global Smartphone ASPs Hit $400 in Q4 2025
https://t.co/Qtmww0NHll

2026 Global Smartphone Shipment Forecast
https://t.co/1kGB9MLadl

Apple All Time Revenues on iPhone Growth
https://t.co/py2fuOxSjA

Apple - Google Gemini Partnership
https://t.co/QhuZnon6Ea

@apple #Earnings #Apple $AAPL #MacBookAir

[Shubham Singh @Shubhamsparihar]

Over 1 in 5 smartphones shipped in India is now premium 📱

India smartphone market 2025 (Counterpoint):
• Volumes +1% YoY, value +8% YoY → clear premiumisation
• Premium (>₹30K) fastest-growing: +11% YoY, record 22% share
• @Apple hit its highest-ever value share

[Counterpoint Research @CounterPointTR]

Just Published: iPhone 16 World’s Best-selling Smartphone in 2025; Apple Takes 7 Spots in Top 10 Models

Key Takeaways:
⦾ @Apple and @Samsung continued to capture the Top 10 spots. These 10 models contributed 19% of annual smartphone sales.
⦾ In terms of comparisons with predecessor models, the iPhone 17 base model registered the highest growth while jumping up four spots.
⦾ Samsung’s S series secured a spot in the list for the second consecutive year, reflecting the brand’s continued focus on its flagship lineup.
⦾ In 2026, flagships could see an increased presence in the list due to rising memory prices, which will particularly impact the entry-to-mid-price smartphone segments.

More insights in a detailed post here:
https://t.co/WjScIpt87b

Access our Global Handset Model Sales Tracker here:
https://t.co/uplTYQIpIe

#TechNews #Apple #iPhone16 #GalaxyA16

[Neil Shah @neil_shah]

Solid performance from $AAPL as it crossed $100Bn mark for the first time for Sep quarter record with upbeat bottom line as well

📱 @Apple revenues in Q3 2025 (Sep qrtr) +8% YoY,clocking $102Bn.

💻 Mac was the fastest-growing followed by iPhone as it kicks of the upgrade cycle with new MacBooks, back2school demand.

⌚️Watch, a much wider portfolio with Series 11, Ultra and SE 3 drove volume growth

🌤️ While hardware $$ grew +5% Y/Y Services continued to grow at 15% YoY crossing $100 billion for the first time for Apple’s fiscal year

👨🏻‍💻Our consumer research shows a strong attach rate for services among iPhone users, which has been growing year-on-year.

#AI #MacBookPro #iPhone17Pro $TSM $MU

[Tarun Pathak @Tarunpathak]

@Qualcomm @Snapdragon_IN @qualcomm_in @neil_shah @GadgetFreak4U @CounterPointTR @Snapdragon Key OEMs already announcing their next flagships powered by the new #Snapdragon8EliteGen5

✨ Snapdragon x @IqooInd
✨ Snapdragon x @OnePlus_IN
✨ Snapdragon x @realmeIndia
✨ Snapdragon x @XiaomiIndia