Apple’s $60-billion Opportunity

Marc Andreessen's famous quote from the last decade, "Software is eating the world", was right on the money. However, the game has changed this decade – now "Data is eating the world". Eight out of the world's top ten companies in terms of market cap, including Apple, Alphabet, Microsoft, Facebook and Alibaba, have seen their valuations swell close to trillion dollars, bigger than many individual…

One in Five iPads Sold in 2022 to Have Apple’s M-series SoC

At its Spring Loaded event in April 2021, Apple made a bunch of announcements on new iMacs, Apple TV, iPad Pros, AirTags, and more. Apple also introduced the new purple color variant for the iPhone 12 and iPhone 12 mini. But among all the announcements, the iPad Pro with M1 chip took the center stage. The Apple Silicon chip not only makes it the most powerful and expensive iPad to date but also…

Apple Leads the $100 Billion+ Smartphone Market with 42% Share

Global smartphone shipment revenue crossed the $100 billion mark for the first time for a March-ending quarter to reach $113 billion. Global shipments grew 20% YoY, reaching 354 million units, led by OPPO, vivo, Xiaomi and Apple. Samsung regained its top spot as the world's biggest OEM, with shipments reaching 76.8 million units in Q1 2021. Seoul, Taipei, Beijing, London, Boston,…

Apple Takes the Cake with Latest Results

Apple had a record-setting quarter with the highest revenues and earnings ever during the Jan-Mar period. All product segments saw record revenue highs. The Mac had an all-time record revenue quarter. All product segments hit record installed bases. Keys takeaways from the quarter: iPhone revenues were up a whopping 66%. Our Global Model Sales Tracker shows record high market share in the…

Apple trims AirPods production plans as sales lose steam

Liz Lee, an analyst with Counterpoint Research, told Nikkei Asia that her agency expects global shipments of true wireless headphones to grow 33% this year, to 310 million units. AirPod shipments will also grow, she said, but Apple "will lose market share, as the competition is intensifying in the global true wireless headphone market"...Read more

Apple’s Next Multi-billion Dollar Opportunity: Location

Since the launch of first iPhone almost 12 years ago, Apple has become the world's most profitable, valuable company and a thriving ecosystem of close to a billion users. These users are spending tens of billions of dollars per quarter on both Apple hardware and services. To understand the scale here, Apple users spent a massive $95 billion in purchasing Apple's shiny new hardware offerings…

Apple’s Spring Loaded Event Showcases Apple Silicon and Some Extras

With a record-setting Q4 under its belt, Apple had plenty of new to announce in its April event. The focal point of the event was the company’s two-year transition to Apple silicon within its tablet and Mac portfolio. However, there were other interesting announcements besides spring tablet and Mac upgrades: Green boast: Apple is adding new environment initiatives. All stores, offices and data…

Apple Takes 6 Spots in Top 10 Best-selling Models’ List for Jan

Apple grabbed six places in the global top 10 best-selling smartphone models’ list for January 2021, according to Counterpoint Research’s Market Pulse report. The Apple iPhone 12 led the list followed by the iPhone 12 Pro and iPhone 12 Pro Max. These three iPhone 12 models contributed to 71% of Apple’s total sales for the month. There was a pent-up demand for 5G upgrades within the iOS base…

China’s Xiaomi launches premium phone to challenge Apple and Samsung and fill void left by Huawei

Huawei saw its global shipments fall 41% year-on-year in the fourth quarter, according to Counterpoint Research. In Europe alone, shipments plunged 62%. Xiaomi, Oppo and Vivo all saw double-digit smartphone shipment growth in the fourth quarter of 2020, according to Canalys. Xiaomi was the third-biggest smartphone maker by market share during the same period. But Xiaomi may not be the best…

User Survey: Apple Will Continue to Dominate Germany TWS Market

More than 40% of the current TWS users plan for a next TWS purchase in a year or less. 71% of the TWS users again plan to opt for a TWS for their next hearable purchase. JBL among the top three TWS brands preferred for future purchase, along with Apple and Samsung. London, San Diego, Buenos Aires, New Delhi, Hong Kong, Beijing, Seoul – March 4, 2021 Apple will continue to dominate…

Apple iPhone Market Share: By Quarter

Apple iPhone Shipments: By Quarter  Apple iPhone Shipments (in Millions) Quarter 2018 Q1 2018 Q2 2018 Q3 2018 Q4 2019 Q1 2019 Q2 2019 Q3 2019 Q4 2020 Q1 2020 Q2 2020 Q3 2020 Q4 Shipments (in Mn) 52.2 41.3 46.9 65.9 42.0 36.5 44.8 72.3 40.0 37.5 41.7 81.9 DOWNLOAD: (Use the buttons below to download the complete chart)……

Apple’s Record-Setting Q4 Will Spill Over Into a Great 2021

Apple registered a record-setting growth in the final quarter of 2020. All business units saw 17%-41% growth and total revenue was a whopping $111 billion. This phase of strong growth is expected to continue in 2021 and beyond. Here are a few insights which support this projection: Source: Apple The delayed and staggered launch of the iPhone 12 series saw a record number of sales (and…

35% of Smartphones Sold in H1 2020 Had Embedded Hardware Security, Apple Leads With 39% Market Share

Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego – January 29, 2021 Apple and Huawei implement embedded hardware security through a secure element (eSE/inSE). Samsung uses a physically unclonable function (PUF). Hardware security was embedded in 35% of the smartphones sold globally in H1 2020, according to the latest research from Counterpoint’s Component Practice. This…

US Smartphone Market Down 6% YoY in Q4 2020, but Apple, Samsung Grow

Boston, Denver, Toronto, London, Hong Kong, New Delhi, Beijing, Taipei, Seoul – February 1, 2021 The US smartphone market saw a 6% YoY decline in sales in Q4 2020 as COVID-19 continued to impact the economy, according to Counterpoint’s latest data from the US Channel Share Tracker. Apple and Samsung were the only OEMs to see positive growth in the quarter, thanks to new launches and a strong…

Apple Shipped Record iPhones in Q4 2020, Global Smartphone Market Continues to Recover

• The global smartphone market continued to recover in Q4 2020, rebounding 8% QoQ to 395.9 million units. • Apple’s 8% YoY and 96% QoQ growth helped it lead the market in Q4 2020. • Samsung slipped to the second spot with 62.5 million units in Q4 2020, However, it led the overall market in CY 2020. • For the first time, OPPO and vivo surpassed Huawei to capture the fourth and fifth spots…

Apple’s October – November iPhone Sales Signal Record Quarter and 2021

Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego December 23, 2020 Apple is likely to break previous iPhone sales records during its FY first quarter, according to Counterpoint Research’s Global Monthly Sell-Through Tracker, setting up the company for what could be the biggest year ever for the iPhone. Although Oct-Nov 2020 global sell-through was down YoY, it declined…