Apple performs better than the broader U.S. smartphone market in the first quarter of 2026, according to Counterpoint Research data cited by multiple outlets. In the U.S., Apple’s smartphone sales rise about 1.3% year-over-year, while the overall U.S. smartphone market declines roughly 5.7% in the same period. Android sales fall more sharply, with reported year-over-year declines of about 14.4%. Counterpoint attributes Apple’s outperformance largely to continued demand for the iPhone 17 lineup. Another reported factor is timing in rival launches: Samsung’s Galaxy S26 series launches later, in March, which affects the quarter’s comparisons. Apple’s market share is reported to increase by around 4% year-over-year. The shift appears across major carriers: iPhone accounts for about 75% of sales at Verizon, AT&T, and T-Mobile, while Android accounts for about 25%. Separately, Apple’s CEO Tim Cook, speaking around the company’s April 30 earnings call, describes extremely strong iPhone demand and associated supply constraints, including chip and memory cost pressures later in 2026. He also says Apple has gained market share based on information referenced from IDC.
Apple grows U.S. iPhone sales as U.S. smartphone market declines in Q1, Counterpoint says
Apple performs better than the broader U.S. smartphone market in the first quarter of 2026, according to Counterpoint Research data cited by multiple outlets. In the U.S., Apple’s smartphone sales ris...
- Apple’s U.S. smartphone sales increase about 1.3% year-over-year in Q1 2026, while the overall U.S. smartphone market declines about 5.7%.
- Android smartphone sales decline about 14.4% year-over-year in the U.S. in Q1 2026.
- Apple’s market share rises roughly 4% year-over-year, with iPhones making up about 75% of carrier sales at Verizon, AT&T, and T-Mobile.
- Counterpoint cites ongoing iPhone 17 demand as a key reason Apple outperforms the market.
- Samsung’s Galaxy S26 launch in March is cited as affecting the quarter’s Android comparisons; Apple also reports supply constraints amid strong demand.
According to Counterpoint Research, Apple outperformed the broader US smartphone market in Q1, helped by continued iPhone 17 demand amid weakening Android sales. Here are the details. more…
3 months agoApple's smartphone sales increased 1.3 percent year-over-year in the United States during the first quarter of 2026, according to data shared by Counterpoint Research. Apple saw a sales increase while the broader U.S. smartphone market experienced a 5.7 percent decline during the same time period. Android device sales declined 14.4 percent, while Apple's market share grew 4 percent year-over-year. iPhone 17 performance is part of the reason Apple outperformed the market, but Counterpoint says the company was also helped by a later launch of Samsung's Galaxy S26 series in March. Apple's market share increased at all three major U.S. carriers, while Android saw a decline. The iPhone made up 75 percent of sales at Verizon, AT&T, and T-Mobile, while Android devices made up 25 percent. Counterpoint expects Apple to continue to draw users to iOS because it maintained pricing with the iPhone 17e and even increased storage, while smartphone makers with slimmer hardware margins have had to raise prices. If Apple can avoid significant price increases and continue to outpace its peers in promotional dollars, it will be tough for Android OEMs to keep up in the year ahead. During Apple's April 30 earnings call, CEO Tim Cook said the iPhone 17 family was the most popular lineup in Apple's history. Cook said information from IDC indicated Apple gained market share during the quarter. Cook also said iPhone demand was off the charts, leading to supply constraints during the quarter. Apple was having trouble getting the A19 and A19 Pro chips manufactured by TSMC due to demand for TSMC's AI server chips. According to Cook, memory shortages and rising costs will have more of an impact on Apple later in 2026. Apple is expecting "significantly higher" memory costs and plans to look at a "range of options" for mitigation. Cook declined to provide insight into how Apple plans to deal with the problem, and he did not comment on whether Apple will raise prices.Tag: CounterpointThis article, "Apple Grew U.S. iPhone Sales While Broader Smartphone Market Declined in Q1" first appeared on MacRumors.comDiscuss this article in our forums
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