Counterpoint Research

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Analysts see hopeful signs even as iPhone sales slide in China

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iPhone sales in China
iPhone sales in China slumped, but momentum could shift in Apple's favor.
Photo: Ed Hardy/Cult of Mac

In the first quarter of 2024, iPhone sales in China slid 19.1% compared to Q1 2023. And that’s mainly due to competitor Huawei taking a bigger bite in the premium segment, according to new research. And yet analysts indicated possible signs of recovery for Apple, too.

World’s top 7 bestselling smartphones are iPhones

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iPhone 14 in a MagSafe case
iPhone 14 is the world's top-selling smartphone.
Photo: MagEasy

For the first time, iPhones captured the top seven out of 10 spots on a list of bestselling smartphones worldwide, according to Counterpoint Research.

And guess what? iPhone 15 series handsets enter the list not at the top, but at No. 5. Many markets place a greater value on less expensive handsets.

iPhone dominates 2021’s top-selling phones

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iPhone 12 review
Globally, more iPhone 12 units sold in 2021 than any other model.
Photo: Ed Hardy/Cult of Mac

No less than seven of the ten best-selling phones in 2021 were made by Apple. What’s more, all of the top five models were iPhones.

The iPhone 12 topped the list by a significant margin.

Apple sells 33% more iPads in 2020 than it did the year before

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iPad
How tablet shipments break down.
Photo: Counterpoint Research

The global pandemic was bad for many industries. One sector it was good for was the worldwide tablet market, led by Apple’s iPad. According to a new report by Counterpoint Research, Apple sold a third more iPads in 2020 than it did in 2019. In the first quarter of 2021, it expanded its share to a massive 37% of the global tablet market — including hitting an all-times sales record in Japan.

“The basic iPad models accounted for 56% of the overall iPad shipments in Q1 2021,” said Senior Analyst Liz Lee said. “The iPad Air and iPad Pro series came next with 19% and 18% shares, respectively. Since consumers are constantly concerned about prices and portability, the latest iPad 8 emerged as the top-selling model. Launched in October 2020, the iPad Air 4 ranked second on the bestseller list as it was a huge hit with consumers looking for cost-effectiveness as well as high specifications.”

6 out of the top 10 smartphones sold in January were iPhones

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iPhone 12 review
Breaking news: iPhones are big sellers for Apple.
Photo: Ed Hardy/Cult of Mac

iPhone models made up a massive 6 out of 10 of the top-selling smartphones in January 2021, according to a report from Counterpoint Research.

The report suggests that the top-selling handset was the regular iPhone 12, followed in short succession by the iPhone 12 Pro Max and iPhone 12 Pro.

iPhone 12 costs Apple a premium compared to last year’s handset

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Apple ProRAW is one of benefits of the iPhone 12 Pro series.
Counterpoint Research says the iPhone 12 cost 21% more than the iPhone 11.
Photo: Apple

The iPhone 12 reportedly costs at least 21% more to manufacture than the iPhone 11, Counterpoint Research claims.

In a recent post, the publication totted up what it believes are the materials cost for the 128GB iPhone 12 and found them to add up to around $415. That’s due not only to the 5G components, but also other new components for the 2020 device versus the previous year’s model.

Apple dominates the competition among wireless headphone customers

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Earphones research
Apple has a whole lot of brand awareness among customers.
Photo: Counterpoint Research

A survey of customers in the UK hammers home Apple’s dominance when it comes to wireless in-ear headphones. According to a report by Counterpoint Research, 63% of respondents named Apple as a preferred brand when picking their next wireless in-ear headphones.

Apple trounced the competition that included Bose, Sony, the Apple-owned Beats, Samsung and others. While respondents were able to name multiple brands, the quantity of people who mentioned Apple makes clear just how much of a name Apple has carved out for itself in this market.

Coronavirus less likely to hurt Samsung than Apple

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Samsung Galaxy S20 isn’t made in China
Samsung depends more on Vietnam for production than China, so the Galaxy S20 series probably won’t be in short supply.
Photo: Samsung

Samsung is less exposed to the negative effects of the COVID-19 coronavirus outbreak in China than many of its rivals, including Apple.

But the opposite is true of Huawei, a China-based smartphone-maker likely getting hurt more than Apple.

Apple’s smart moves start to pay off in India

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iPhone XS in India
Apple is working to lower hefty iPhone prices in India, which are sometimes higher than US prices.
Photo: Apple

Apple has a slender percentage of Indian handset sales, but there’s cause for optimism. We spoke with Anshika Jain, an analyst at Counterpoint Research, to see whether the changes Apple has been making to its business practices in India started to bear fruit during the second quarter of this year, and what they might mean for the future.

Apple Watch shipments shot up 49% last quarter

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Apple Watch in Singapore
When you see someone wearing a smartwatch, there’s a good chance it’s made by Apple.
Photo: Apple

Apple’s wearable is turning into a real success. Shipments of Apple Watch grew 49 percent in the first three months of this year.And it makes up the lion’s share of all smartwatches.

This company’s revenue for this product category grew 30 percent last quarter.

iPhone shipments dropped a ‘staggering’ 30% last quarter

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iPhone XR Spectrum ad
Those iPhones aren’t floating upward.
Photo: Apple

Although Apple no longer reports the number of iPhone units it sells, the company did admit there was a steep decline in handset revenue in the first three months of this year. Analysts are out with their exact estimates, and the number of iPhones shipped last quarter could have dipped as much as 30 percent.

AirPods absolutely dominate the wireless headphones market

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AirPods wall display is on show in New York.
They may be small, but AirPods are a big hit.
Photo: Ste Smith/Cult of Mac

AirPods aren’t just a massive hit for Apple, they’re a giant in the overall “wireless hearables” market. According to new research from Counterpoint, AirPods made up a massive 60 percent of the overall market in Q4 2018.

It would have been even bigger, too, if customers hadn’t been waiting on Apple’s updated AirPods 2 at the time!

AirPods most popular brand in ‘hearables’ market

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AirPods sales
35 million pairs of AIrPods sold in 2018.
Photo: Ste Smith/Cult of Mac

Apple sold some 35 million AirPods last year. That makes the wireless earbuds, which had a rocky rollout, the most popular “hearables” device in the U.S., according to Counterpoint Research.

But Apple has competition within earshot from Sony and Samsung, both of which are only a couple of percentage points off in market share and are expected to grow.

iPhone XR Apple’s best-selling phone as sales fall

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iPhone XR was India’s no. 1 ‘ultra premium’ smartphone in 2019
iPhone XR was India’s no. 1 ‘ultra premium’ smartphone in 2019
Photo: Apple

Apple’s best-selling smartphone last November was, perhaps unsurprisingly, its most affordable model. The iPhone XR outsold the iPhone XS and the larger iPhone XS Max, according to new data — but overall iPhone sales saw a significant decline.

Apple completely dominates premium smartphone sales

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iPhone X
Sales of the iPhone X were vastly higher than the equivalently-priced Samsung Galaxy Note 9.
Photo: Ste Smith/Cult of Mac

Samsung sells more phones than Apple, and its high-end devices like the Galaxy S9 get lots of attention. That means Samsung sells as many top-tier models as Apple, right? Nope, not even close.

Apple sells close to twice as many premium phones as its top rival. In this case, “premium” is any handset costing over $400. Which is a fairly low bar.

Apple loses marketshare but still makes the most money

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Apple profits
Apple can afford to lose some marketshare because of how profitable it is.
Illustration: Cult of Mac

Apple is the headline in two new studies. One seems alarming as it shows Apple’s share in the smartwatch market has declined by 14 percent.

But the second study shows Apple as the biggest money maker in the smartphone market by a long shot. Thanks to iPhone X, Apple held 62 percent of the market share in Q2. Its closest rival, Samsung, has suffered double-digit sales losses and is a distant second at 17 percent.

The most popular Apple Watch probably isn’t the model you’d expect

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Apple Watch
Apple Watch Series 1 continues to rule the roost.
Photo: Jim Merithew/Cult of Mac

The Apple Watch Series 3 is easily the best Apple Watch so far, but you wouldn’t know it from sales. Although Apple continues to lead the smartwatch industry, a massive 9 out of 10 Apple Watches sold are the older Apple Watch Series 1.

That’s markedly different from the smartphone industry, where Apple’s newest iPhone tends to be the world’s most popular (and certainly Apple’s most popular) handset. That’s even true when it’s a device like the iPhone X that are much pricier than older models.

Apple is driving high-end online smartphone sales

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Ex-student sentenced to 3 years in prison for massive iPhone scam
Apple customers are loyal online shoppers, it seems!
Photo: Ste Smith/Cult of Mac

Amazon is responsible for selling an ever-increasing number of smartphones in the U.S., but Apple isn’t doing badly for itself, either.

According to a new report from Counterpoint Research, the iPhone remains the most popular smartphone in both offline and online channels. In Q2, Apple managed to sell almost as many handsets in Q2 2018 as Best Buy’s online store, despite only selling iPhones, rather than a range of brands. It is also almost single-handedly driving high-end online sales.

Apple struggles big-time to sell iPhones in India

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Foxconn moving additional iPhone production to India as coronavirus disrupts work
Three members of Apple's India team have left the company as a result.
Photo: Ste Smith/Cult of Mac

Three members of Apple’s executive team in India have departed, due to the company’s ongoing struggle to boost iPhones sales in the world’s fastest-growing major smartphone market.

The execs include Apple’s national sales and distribution chief, the head of its commercial channels and mid-market business, and the head of telecom carrier sales. Apple’s Indian sales team is now restructuring as a result.