Apple saw iPhone sales climb 15% year-over-year during April and May, resuting in Apple’s strongest two-month performance for the period since the pandemic. The growth was mainly driven by strong sales in the U.S. and China, according to preliminary data from Counterpoint Research’s Market Pulse Global Monthly Smartphone Sales Report.
Both China and the U.S. experienced positive year-over-year growth after three years of declines. China sales were particularly impressive, with Apple recapturing the top spot in May. Apple had recently sustained market share losses to Huawei and other local mobile vendors. Apple had seen its Q1 2025 iPhone shipments in China drop by 9% compared to one year earlier, despite the rest of the major smartphone vendors in the country enjoying a healthy increase in sales.
“Q2 iPhone performance looks promising at the moment but as always swings either way are dictated by two markets – US and China,” said senior analyst Ivan Lam. Lam indicated that recent U.S. sales could have been due to consumer concerns about potential tariffs. He also expressed concerns that China’s momentum could continue with government subsidies and promotional offers.
The report also showed strong iPhone demand in Japan, with the more affordable iPhone 16e proving especially popular among consumers who like smaller devices. Apple also maintained strong sales for the iPhone 16 base model and even the older iPhone 14.
India also continued its growth trajectory as Apple expands both manufacturing and market presence in the populous country.
(Via MacRumors)
