After a rocky begin to the yr, the iPhone enterprise is displaying indicators restoration, particularly in China, the place Apple had just lately been overtaken by native manufacturers driving on an aggressive government-backed subsidy plan. Right here’s the newest knowledge.
The new report from Counterpoint Analysis (through MacRumors) says iPhone gross sales grew 15% year-over-year throughout April and Might, marking Apple’s strongest efficiency for this time of yr because the pandemic.
It’s a pointy rebound pushed by renewed demand in each the U.S. and China, two markets that, for higher or worse, proceed to make or break Apple’s quarterly iPhone numbers.
U.S., China, India and Japan led the pack
In China, Apple managed to reclaim the primary spot in Might, after months of dropping floor to Huawei and different native manufacturers that capitalized on an aggressive mixture of promotional reductions and government-backed subsidies.
In the meantime within the US, Counterpoint analyst Ivan Lam advised the gross sales bump would possibly partly replicate customers dashing to purchase iPhones forward of potential new tariffs. The April-Might interval landed proper within the thick of renewed commerce battle tensions, which might have pushed some patrons to behave ahead of deliberate. Nonetheless, Lam stated that “Q2 iPhone efficiency appears to be like promising for the time being.”
Elsewhere, whereas India continued its regular climb, due to Apple’s renewed curiosity and funding within the nation, Japan additionally confirmed stable iPhone progress, with the iPhone 16e particularly placing a chord with customers due to its smaller kind issue and cheaper price.
As for AI, Counterpoint says that it’s not actually transferring the needle for now. Analyst Jeff Fieldhack famous that “agentic AI” nonetheless isn’t a consider most smartphone shopping for choices. This, in flip, offers Apple a little bit extra respiration room as it really works to convey Apple Intelligence and a extra succesful Siri in control all through 2025, 2026, and (actually) past.
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