Strong shifts in smartphone landscape!
๐ฅ๐๐ฉ๐ฉ๐ฅ๐ ๐๐๐ญ ๐ญ๐จ ๐๐ฎ๐ซ๐ฉ๐๐ฌ๐ฌ ๐๐๐ฆ๐ฌ๐ฎ๐ง๐ ๐ข๐ง ๐๐ก๐ข๐ฉ๐ฆ๐๐ง๐ญ๐ฌ ๐๐จ๐ซ ๐ญ๐ก๐ ๐ ๐ข๐ซ๐ฌ๐ญ ๐๐ข๐ฆ๐ ๐ข๐ง ๐๐ ๐๐๐๐ซ๐ฌ
๐With strong momentum building for the iPhone 17 series across key regions, iPhone shipments will grow 10% YoY in 2025.
๐@CounterPointTR forecasts that the brandโs shipments will reach a global share of 19.4% in 2025, making @Apple the worldโs No.1 smartphone OEM for the first time since 2011
๐We are tracking double-digit growth for both China and the US in October.
๐According to our Weekly Sell-Through Tracker, sales of the iPhone 17 series in the US, including the iPhone Air, during the first four weeks after launch were 12% higher than those of the iPhone 16 series, excluding the iPhone 16e.
๐In China, sales of the iPhone 17 series during the same period were 18% higher than its predecessor, even though the Air model was not part of the initial launch.
๐In Japan, sales for the iPhone 17 series during the first four weeks were 7% higher than those for the previous generation.
โป๏ธFurthermore, 358 million second-hand iPhones were sold between 2023 and Q2 2025. These users are also likely to upgrade to a new iPhone in the coming years.
๐ฎFor 2026, market growth is expected to soften due to significant component price pressure. Apple and @SamsungMobile will fare better due to their integrated supply chains and component sourcing.
More insights here: ๐
https://t.co/PQdFiojmTv
Our new research for @business is out:
@Apple is set to dethrone @SamsungMobile as the world's top phone maker in 2025, for the first time in 14 years.
https://t.co/HS7XKpN6A5
#Apple and #Samsung are predicted to bear the brunt of the #tariff effect due to their exposure to the US market. We expect the pair to be hit hard as tariff-related cost increases are passed along to consumers.
I spoke with @bviglia of @TheRegister on @CounterPointTR's latest update on the global smartphone market in 2025, as annual growth rate is trimmed from 4.2% to 1.9%.
https://t.co/lECdW5bzGo
We see renewed uncertainties surrounding trade tensions denting growth potential across the world, and in particular leading to the 2nd successive annual contraction in the US market.
Our VP of Research, Neil Shah (@neiltwitz), joined @CNBC's Squawk Box Asia John Patrick (JP) Ong to unpack the key takeaways live from #COMPUTEX TAIPEI 2025 and what they mean for the global #semiconductor and #AI race.
โจ๏ธ NVIDIAโs market cap soared past Apple, and why its dominance isnโt just about #GPUs
โจ๏ธJensen Huang has become the face of the AI era. Neil explains how @nvidia's hardware + software moat is setting the pace for everyone else
โจ๏ธ TSMCโs advantage in advanced #chipmaking and why it matters to the #AI arms race
โจ๏ธ#AIPCs took the spotlight, but Neil breaks down why the software ecosystem and real-world use cases still have a long way to go
โจ๏ธThe rise of AI accelerators and how the data center boom is reshaping compute architecture
Watch the full clip for Neilโs on-ground insights and stay tuned for our upcoming COMPUTEX 2025 wrap-up #report, with exclusive data packed analyst takeaways, and whatโs next for the #tech industry.
#AI #Computex2025 #CNBC #chips #datacenter #Technology #Research
Apple has became the biggest smartphone brand in Q1 2025, for the first time in a Q1. The launch of iPhone 16e in a non-launch quarter and expansion into non-core markets helped Apple.
The market grew in Q1, but we expect the market to decline in 2025.
@CounterPointTR
I asked Deepseek to answer the trolley problem as an eight-legged essay for the imperial exams. The ending was lol. Some of you may find this amusing: @XianyangCB@MichaelMjfm@Mariusj001@edwardW2
"ๆtrolley problemๅฝๆไธไธช็งไธพ่่ฏ้ฎ้ขไพฟไปฅๅ ซ่กๆๅฝขๅผไฝ็ญใ้800-1000ๅญๆฐใ"
๐จ๐ณ China rolled out subsidies to ๐ฑbuyers
โฃ A one-time benefit that will push forward 2025 demand to the first half of the year, but ultimately unlikely to change the replacement cycle dynamics.
Our second @CounterPointTR Monthly Macro Snapshot is out! The news cycle is dominated by stories related to the new ๐บ๐ธ administration, as expected.
https://t.co/OsNH0AhtmU
๐งโ๐ป Mark Zuckerberg pivots to embrace the new ๐บ๐ธ administration
โฃ highlights realignment of Silicon Valley to domestic regulatory challenges and the new social dynamics in the US.
1/ Why does the U.S. seem to be caught off guard so often by what China or Chinese companies accomplish? Hereโs an off-the-top-of-my head thread unpacking some reasonsโstructural, cultural, and epistemologicalโfor this recurring phenomenon.
We have just published the @CounterPointTR Macro report for Q4 2024.
๐ Counterpoint's Macro Index increased slightly to 91.4 at the end of Q4 2024, from 90.03 in Q3 2024.
๐ฑ 3 month outlook will improve to 93.45, driven by continued improvements in the global economy.
๐ฑ Policy, regulation & ESG:ย Regulatory reforms point to an easing stance as the pro-growth agenda takes priority in the US, but withdrawal of EV tax credits, push for traditional energy sources, and general rollback of ESG related policies will rattle key players.