Apple's iPhone tops smartphone charts
Wall Street Breakfast
Seeking Alpha
3.8 • 950 Ratings
🗓️ 14 April 2025
⏱️ 6 minutes
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Episode transcripts: seekingalpha.com/wsb
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. |
| 0:09.9 | Good afternoon. Today is Monday, April 14th, and I'm your host, Kim Khan. Our top story so far, |
| 0:15.7 | Apple's iPhone took the top spot in global smartphone sales for Q1 2025, with a 19% share of the market, |
| 0:22.8 | according to counterpoint research. Sales in the U.S., Europe and China, were either flat or |
| 0:27.1 | declining, but Apple saw double-digit growth in Japan, India, the Middle East, and Africa |
| 0:31.9 | and Southeast Asia. The iPhone saw a 4% year-over-year rise. South Korea's Samsung Electronics came in second with 18% market share. |
| 0:41.3 | The company had a slow start due to the late launch of the S-25 series, |
| 0:45.8 | but sales showed a resurgence after the launch of the flagship S-25 and new A-series devices. |
| 0:51.7 | Senior research analyst Ankit Malhotra said, sales in January were particularly |
| 0:56.1 | strong, with a subsidy-led demand boost in China. The momentum continued with major launches |
| 1:01.5 | like Samsung's S-25 and the iPhone 16E, but it turned quickly as economic uncertainties and |
| 1:07.9 | trade war risks started mounting, especially towards the end of the quarter. |
| 1:12.4 | Xiaomi took the third spot with a 14% share. The company was helped by expansion into new markets |
| 1:17.9 | and significant growth in the domestic market, where the brand is seeing a bigger and more |
| 1:22.1 | premium brand presence thanks to its successful foray into electrical vehicles. The fastest growing top five brand Vivo rose to fourth place, |
| 1:30.3 | helped by high exposure to the China market and expansion into emerging markets. |
| 1:34.5 | Meanwhile, OPA rounded up the top five and saw sales growth in India, Latin America, and Europe. |
| 1:40.3 | Overall, the global smartphone market grew by 3% year-over-year in the first quarter of 2025, |
| 1:45.3 | according to the preliminary results from Counterpoint. |
| 1:48.3 | In addition, KeyBank Capital Markets upgraded Apple to sector weight from underweight, |
| 1:52.5 | while Wedbush maintained its outperform rating on the stock, |
| 1:55.4 | amid the Trump administration temporarily reprieving some tariffs for electronics such as smartphones. |
... |
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