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1 in 4 Active Phones is iPhone
๐Ÿ‡จ๐Ÿ‡ณ#market-share#active-devices#profitsFreshcollected in 2h

1 in 4 Active Phones is iPhone

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๐Ÿ’กApple's 25% share expands iOS reach for on-device AI apps

โšก 30-Second TL;DR

What changed

Apple holds 25% global active smartphone share by 2025

Why it matters

Apple's market dominance bolsters its push for on-device AI features, pressuring Android rivals to innovate in premium segments.

What to do next

Prioritize iOS deployment for AI apps targeting Apple's 25% active smartphone users.

Who should care:Founders & Product Leaders

๐Ÿง  Deep Insight

Web-grounded analysis with 5 cited sources.

๐Ÿ”‘ Key Takeaways

  • โ€ขApple achieved 25% share of global active smartphones by end-2025 per Counterpoint Research, leading in active devices despite not always topping quarterly sales volumes[1][2]
  • โ€ขApple captured over 90% of smartphone industry profits in 2025, driven by premium iPhone 17 series with Q4 ASP reaching $1,032[1]
  • โ€ขApple became the world's largest smartphone vendor by annual shipment volume in 2025, shipping 242.8 million units (19.3% share) per SAG, or 240.6 million (7% YoY growth) per Omdia[1][2]
๐Ÿ“Š Competitor Analysisโ–ธ Show
Vendor2025 Annual Shipments (millions)Market ShareQ4 2025 Shipments (millions)Q4 2025 ShareYoY Growth
Apple240.6-242.819.3%82.624.6%9.9-10.6%
SamsungN/AN/A60.518.0%17.2%
XiaomiN/AN/A37.911.3%N/A
vivo105.3N/A26.98.0%4%
OPPO100.7N/A26.98.0%-3%

๐Ÿ”ฎ Future ImplicationsAI analysis grounded in cited sources

Apple's dominance in active device share and profits underscores premium strategy success amid flat global shipments, but rising ASPs ($1,000+), component costs, and projected 1% shipment decline in 2026 pose margin pressures; services and AI features like Apple Intelligence stabilize upgrades while competitors like Samsung gain in mid-range[1][2][3]

โณ Timeline

2025-12
Apple reaches 25% global active smartphone share by end-2025 per Counterpoint
2025-12
Apple leads annual shipments for first time with 240.6-242.8M units, 19.3% share
2025-10
Q4 2025: Apple ships 82.6M iPhones (24.6% share), ASP hits $1,032
2026-01
Apple Q1 FY2026 revenue record $144B, driven by iPhone 17 series

๐Ÿ“Ž Sources (5)

Factual claims are grounded in the sources below. Forward-looking analysis is AI-generated interpretation.

  1. businesswire.com
  2. omdia.tech.informa.com
  3. markets.chroniclejournal.com
  4. counterpointresearch.com
  5. macrumors.com

Counterpoint Research reports Apple leads with 25% share of global active smartphones by end-2025. Apple dominates profits, capturing over 90% of industry earnings despite not topping sales volumes.

Key Points

  • 1.Apple holds 25% global active smartphone share by 2025
  • 2.Leads in active devices despite not highest sales
  • 3.Captures over 90% of smartphone industry profits

Impact Analysis

Apple's market dominance bolsters its push for on-device AI features, pressuring Android rivals to innovate in premium segments.

#market-share#active-devices#profitsiphone
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