Apple Still Makes Most of the Smartphone Money - MOSK: 08.05.2025

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 5 August 2025

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Counterpoint: Apple Takes 43% of Q2’s $100B+ Smartphone Revenue - Just Ahead of New iPhones, Trump Says He’s “Substantially Raising” India Tariffs - Google Pixel 10 Ad Pokes Fun at Delayed Smarter Siri - Apple TV+ Outs Trailer for East-Meets-West Music Competition Show “KPOPPED” - Apple TV+ Teases Original Podcast “Unicorn Girl” - Apple Drops New Trailer for Spike Lee’s “Highest 2 Lowest” - Saint Paul, MN is under cyberattack and politicos want to fight Apple's attempt to fight smishing on Checklist No. 434 - Find it today at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

Transcript

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0:00.0	This is Mac OS Ken.
0:08.8	Apple cleans up in smartphone revenue.
0:11.6	Trump threatens more tariffs on Indian goods
0:14.3	and lots of original content from Apple.
0:17.8	It is Tuesday, the 5th of August 2025.
0:21.4	I'm Ken Ray, and this is news from MacOS Ken.
0:27.0	Brought to you by yours truly and supported by people like you.
0:32.6	Patrons through Patreon.
0:35.6	Find out more and add your support at patreon.com slash macOScan.
0:44.5	Apple may not make the largest number of smartphones,
0:47.6	but it still makes the most money making them.
0:50.2	That is the latest from Counterpoint Research.
0:53.6	In a post late last week, the market tracker had global smartphone revenues coming in over $100 billion in the second quarter.
1:02.9	That was the highest number for June quarter smartphone revenue so far.
1:07.8	While each of the top five smartphone makers grew revenue in the second quarter, Apple's growth was the fastest, up 13% year-on-year.
1:17.4	As mentioned before, it also took the lion's share of the revenue, capturing 43% of the global take.
1:25.9	A number of factors help push Apple higher.
1:28.9	Counterpoint Research Director Jeff Fieldhack points to a few,
1:32.9	including front-loaded iPhone shipments to the U.S. due to terra-fund uncertainties.
1:38.8	A full quarter of iPhone 16E drove sales in Japan,
1:42.7	making it one of the fastest growing regions for Apple.
1:46.1	Then there was strength in emerging markets, with India and the Middle East getting special notice from the analyst.
	...

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