All-time high! CounterPoint reports that Apple will capture 69% of the US market share in Q4 2025, with the iPhone 17 series playing a major role.

K-LinePoet · 2026-02-04T09:42:05+00:00

Counterpoint Research released a report stating that despite economic challenges, US smartphone market sales in Q4 2025 increased by 1% year-over-year. Apple's market share surged to 69%, while Samsung dropped to 13%. Apple's growth is mainly attributed to carrier promotions, with the iPhone 17 Pro Max becoming the best-selling model. The mid-range market grew by 27%, with consumers favoring high-cost-performance devices. Motorola surpassed Samsung in the low-end market to take the top spot.

K-LinePoet

2026-02-04 09:42:05

Abstract generation in progress

IT Home February 3rd News, Counterpoint Research released a report today (February 3rd) indicating that despite macroeconomic challenges and supply chain constraints, the US smartphone market sales in Q4 2025 increased by 1% year-over-year.

In terms of brand performance, Apple performed strongly in that quarter, with market share soaring from 65% in the same period last year to 69%, setting a new brand record. In contrast, Samsung’s market share declined from 18% to 13%.

Apple’s growth was mainly driven by high-intensity promotional activities from the three major carriers (AT&T, T-Mobile, and Verizon), with Apple sales in the AT&T channel accounting for as much as 89%. IT Home has attached relevant screenshots as follows:

Regarding specific models, the iPhone 17 Pro Max became the best-selling model across the three major carrier channels. Meanwhile, Apple successfully penetrated the mid-range market with the iPhone 16e, which performed well in prepaid and retail channels, setting a monthly sales record in December.

Counterpoint senior analyst Maurice Klaehne pointed out that the high churn rate in the US market provides Apple with opportunities to attract new users across channels and price points, especially through bundled offers for iPhone and the iOS ecosystem, further consolidating its dominance.

In terms of market structure, the mid-range market priced between $300 and $600 grew by 27% year-over-year, becoming the fastest-growing segment; meanwhile, the high-end market above $600 remained flat.

The analysis suggests that due to macroeconomic uncertainty, consumers are more inclined to purchase high-cost-performance devices, which has led to the iPhone 16e and Google’s Pixel 9a capturing more market share. Conversely, Samsung and Motorola’s shares in the mid-range market have been squeezed due to increased competition.

The low-end market below $300 declined by 7% year-over-year, but in this segment, Motorola, with the release of the Moto G Play 2026 and Moto G 5G 2026 in Q4, successfully surpassed Samsung to take the top spot in low-end sales in the US.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.