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Apple Set To Eclipse Samsung In Global Smartphone Shipments In 2025

by THEFUTURE.TEAM

November 26, 2025

According to Counterpoint Research, Apple is poised to ship more smartphones than Samsung in 2025 – a milestone not seen in 14 years. With forecast shipments of approximately 243 million iPhone units compared to Samsung’s 235 million, Apple’s market share is expected to reach 19.4% while Samsung holds 18.7%. Although these shipments reflect distribution to retail channels rather than direct sales, they serve as a vital indicator of underlying consumer demand.

Market Momentum Driven By The iPhone 17 Series

The success of Apple’s iPhone 17 series, launched in September, has been instrumental in shifting market dynamics. Reports indicate that the series enjoyed a notably robust holiday season, with U.S. sales surging by 12% over the previous generation – excluding the iPhone 16e – and an 18% increase in sales in the critical Chinese market. This reception underscores the strength of Apple’s product lineup and affirms its competitive edge.

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Strategic Industry Tailwinds And Evolving Consumer Cycles

Counterpoint Research Senior Analyst Yang Wang cites the replacement cycle as a key factor behind Apple’s boosted shipment outlook. As consumers who invested in smartphones during the COVID-19 era approach their upgrade phase, demand for the latest models is expected to rise. Furthermore, Samsung may encounter headwinds in the low- to mid-tier segment, particularly from aggressive Chinese manufacturers, potentially hindering its ability to reclaim market leadership.

Long-Term Growth And Product Expansion

Looking ahead, Counterpoint Research projects Apple to maintain its dominance in the global smartphone market through 2029. A significant secondary market exists, exemplified by the sale of 358 million second-hand iPhones between 2023 and mid-2025, which continues to feed demand as consumers upgrade. Apple’s advantage is reinforced by favorable factors including reduced tariff impacts from the U.S.-China trade truce, a weaker U.S. dollar, and a resilient global economic outlook. These elements have collectively bolstered consumer confidence and supported Apple’s growing footprint in emerging markets.

Apple is also expected to diversify its product offerings by launching the entry-level iPhone 17e and venturing into the foldable smartphone arena in the coming year. In addition, upgrades to Apple’s virtual assistant Siri and a major design overhaul scheduled for 2027 are anticipated to fortify the tech giant’s market position. This multi-tiered strategy is not only designed to capture aspirational consumers in emerging markets but also to consolidate Apple’s lead in the premium segment.

Projected Market Leadership Through 2029

With an increasing preference for the iOS ecosystem and a substantial installed base due for renewal, Apple is strategically positioned to outpace other smartphone OEMs well into the next decade. The company’s ability to innovate across various price points and segments ensures that its appeal remains robust, thereby cementing its market leadership in global smartphone shipments.

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ECB Launches Geopolitical Stress Tests For 110 Eurozone Banks

The European Central Bank is preparing a new round of geopolitical stress tests aimed at assessing potential risks to major financial institutions across the euro area. Up to 110 systemic banks, including institutions in Greece and the Bank of Cyprus, will take part in the exercise, which examines how geopolitical events could affect financial stability.

Timeline And Testing Process

Banks are expected to submit initial data on March 16, 2026. Supervisors will review the information in April, while the final results are scheduled to be published in July 2026. The process forms part of the ECB’s broader supervisory work to evaluate financial system resilience under different risk scenarios.

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Geopolitical Shock As The Primary Concern

The stress tests place particular emphasis on geopolitical risks. These may include armed conflicts, economic sanctions, cyberattacks and energy supply disruptions. Such events can affect banks through changes in market conditions, borrower solvency and sector exposure. Lending portfolios linked to regions or industries affected by geopolitical developments may face higher risk levels.

Reverse Stress Testing: A Tailored Approach

Unlike traditional stress tests that apply the same scenario to all institutions, the reverse stress test requires each bank to define a scenario that could significantly affect its capital position. Banks must identify a geopolitical shock that could reduce their Common Equity Tier 1 (CET1) ratio by at least 300 basis points. Institutions are also expected to assess potential effects on liquidity, funding conditions and broader economic indicators such as GDP and unemployment.

Customized Risk Assessments And Supervisor Collaboration

This methodology allows banks to submit risk assessments based on their own exposures and operational structures. The approach is intended to help supervisors understand how geopolitical events could affect institutions differently and to support discussions between banks and regulators on risk management and contingency planning.

Differentiated Vulnerabilities Across Countries

A joint report by the ECB and the European Systemic Risk Board indicates that countries respond differently to geopolitical shocks. The Russian invasion of Ukraine led to higher energy prices and inflation across Europe, prompting central banks to raise interest rates. Belgium, Italy, the Netherlands, Greece and Austria experienced increases in borrowing costs and lower investor confidence. Germany, France and Portugal recorded more moderate changes, while Spain, Malta, Latvia and Finland showed intermediate levels of exposure.

Conclusion

The geopolitical stress tests will not immediately lead to additional capital requirements for banks. Their results will feed into the Supervisory Review and Evaluation Process (SREP). ECB supervisors may use the findings when assessing capital adequacy, risk management practices and operational resilience at individual institutions.