Apple captured 49% of worldwide smartphone income within the second quarter regardless of accounting for under 23% of shipments, exhibiting how far more cash the iPhone generates per gadget than competing smartphones.
The corporate’s iPhone income climbed 22% yr over yr within the second quarter, the quickest improve among the many 5 largest manufacturers, in line with preliminary information from Counterpoint Analysis. Its share of worldwide smartphone income reached a second-quarter report of 49%, up from 44% a yr earlier.
Apple’s development got here from larger shipments and a dearer gross sales combine. Counterpoint’s newest report estimated that shipments rose 13% from a yr earlier, whereas Apple’s common promoting worth elevated 8% to $946.
Counterpoint attributed the efficiency to sustained demand for the iPhone 17 lineup, significantly the bottom iPhone 17 and iPhone 17 Professional Max. Demand for the 2 fashions helped maintain Apple’s product combine targeting premium units with out requiring the steep worth will increase imposed by some opponents.
The analysis agency stated Apple’s largely steady pricing improved the iPhone’s worth as reminiscence prices rose throughout the trade. Many Android producers rely extra closely on entry-level and midrange units, the place worth will increase can shortly weaken demand.
Apple gained the same benefit in China, the place rising Android costs made discounted iPhones extra aggressive. The regional outcomes help Counterpoint’s argument that pricing helped Apple acquire floor, though they don’t show that each market adopted the identical sample.
Apple’s premium product combine and talent to soak up larger element prices gave it a bonus over a number of rivals. The corporate elevated each estimated income and shipments even because the broader smartphone market shipped fewer units.
Apple positive aspects as smartphone shipments fall
International smartphone shipments declined in the course of the quarter, however whole income elevated 7% yr over yr to a second-quarter report of $109 billion. The trade’s common promoting worth rose 17% to $400 as worth will increase and a larger share of premium units lifted the quantity earned from every sale.
Counterpoint’s newest chart gave Apple a report 23% share of second-quarter shipments. Apple’s income share remained a lot larger as a result of the common iPhone offered for considerably greater than units from competing producers.
The cargo estimate differs from a Counterpoint report revealed July 13, which put Apple’s development at 3% and its market share at 20%. Counterpoint has not defined whether or not the newer preliminary figures mirror revised information or a distinction in methodology, so the 13% development estimate shouldn’t be handled as settled.
Apple’s market efficiency got here alongside a robust fiscal third quarter that ended June 27. The corporate’s report earnings included $54.25 billion in iPhone income, up 21.7% from a yr earlier.
Samsung ranked second with 16% of worldwide smartphone income. Picture credit score: CounterpointSamsung ranked second with 16% of worldwide smartphone income. Its estimated income and shipments every elevated 9%, whereas its common promoting worth remained roughly flat at $270.
Demand for Samsung’s Galaxy A-series supported cargo development, whereas the Galaxy S26 lineup strengthened its premium enterprise. Counterpoint additionally credited Samsung’s vertical integration and management over element sourcing with serving to it restrict worth will increase.
Xiaomi recorded the steepest cargo decline among the many 5 largest manufacturers, falling 26% yr over yr. Its income dropped 17% at the same time as its common promoting worth rose 13%.
OPPO and vivo posted income declines of 10% and 11%, respectively, regardless of larger common promoting costs. Falling shipments outweighed the extra income every firm collected per gadget.
The outcomes present the bounds of counting on larger costs in cost-sensitive components of the market. Xiaomi, OPPO and vivo shifted towards dearer units, however the larger common promoting costs didn’t offset their cargo declines.
Greater iPhone costs should be coming
Apple remained comparatively insulated from rising element prices in the course of the second quarter, in line with Counterpoint. The analysis agency expects Apple to boost iPhone costs in coming quarters as reminiscence shortages proceed.
Separate Counterpoint estimates recommend rising DRAM and NAND prices may add tons of of {dollars} to the manufacturing value of the iPhone 18 Professional Max. The projected will increase haven’t translated into confirmed retail pricing, however larger element prices may make Apple’s present benefit more durable to keep up.
Counterpoint additionally expects international smartphone shipments to say no extra sharply in the course of the second half of 2026. The agency stated restricted provides have gotten a larger constraint as producers face persistent reminiscence shortages and better prices.
The second-quarter outcomes present that Apple benefited by holding costs steadier than a number of Android rivals whereas persevering with to promote extra premium fashions. Apple might wrestle to protect that mixture if element prices finally drive broader iPhone worth will increase.
