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Apple Set To Eclipse Samsung In Global Smartphone Shipments In 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.

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.

ECB Raises Deposit Facility Rate For First Time In Nearly Two Years

Economic Shift: ECB Reverses Years Of Declining Rates

The European Central Bank (ECB) confirmed its first interest rate increase in nearly two years, raising the deposit facility rate in response to inflationary pressures and geopolitical uncertainty. Marking a shift in monetary policy, the move follows a period of rate cuts aimed at supporting economic activity and easing financing conditions.

Reevaluation Of Bank Liquidity Strategies

Although the immediate impact will be felt by only part of the borrowing market, the decision carries broader implications for banks. During the period of lower rates, banks maintained significant amounts of excess liquidity with the ECB as returns on these funds declined alongside deposit rates. With the deposit facility rate increasing by 0.25 percentage points to 2.25% from 2.00%, returns on surplus liquidity are expected to improve.

Higher interest rates, however, could also increase borrowing costs and influence lending conditions across the banking sector.

Transitioning Investment Approaches And Market Dynamics

Banks had already begun diversifying the use of excess liquidity through investments in bonds and by expanding lending activities.

Successive reductions in the deposit facility rate from 3.00% at the end of 2024 through four consecutive cuts in early 2025 reflected a more accommodative policy stance as inflation pressures moderated.

Sectoral Impact And Future Outlook

Data from the ECB’s 2025 monetary policy report show that liquidity in the Cypriot banking system declined from €19.2 billion at the end of 2024 to €18.6 billion by the close of 2025. Despite the reduction, liquidity levels remained elevated. Outstanding loans increased from €27.6 billion to €31.7 billion, while deposits recorded a slight decline. Customer deposits continued to account for the vast majority of funding. By the fourth quarter of 2025, they represented 95% of total liabilities, highlighting their importance as the banking sector’s primary source of financing.

Changes in ECB rates are expected to influence how banks manage liquidity and allocate capital as monetary conditions evolve.

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