Apple saw strong growth in the first quarter of 2025 amid an overall market slowdown, with the company shipping 55 million iPhones, increasing its share from 16% to 19%. According to the Canalys report, this is a 13% increase compared to the same period last year.
The global market as a whole hardly grew-just +0.2%, with shipments of 296.9 million devices. The leader remained Samsung with a share of 20% (60.5 million smartphones), but its growth was only 1%. Xiaomi retained third place, followed by vivo and OPPO – each with about 8% of the share.
The largest market growth was recorded in the United States – +12% year-on-year, with the main contribution provided by iPhone sales. As noted by Canalys analyst Le Xuan Chiu, Apple has built up its product inventories in advance, anticipating the possible introduction of new duties.
To reduce dependence on Chinese suppliers, Apple is actively moving production to India, where iPhone 15, iPhone 16, and iPhone 16 Pro models are already produced. This strategy allows the company to reduce risks associated with geopolitical and tariff changes.
Regionally, the situation differs: in China, growth is fuelled by government support, while the markets of India, Latin America and the Middle East are showing a decline.
Canalys experts warn that in the coming quarters the US market may face fluctuations due to possible reduction of stocks in retail chains and lower consumer confidence amid customs changes.