iPhone sales climbed 15% year-over-year during April and May, signaling Apple's strongest two-month performance for the period since the pandemic, according to preliminary data from Counterpoint Research's Market Pulse Global Monthly Smartphone Sales Report.
The growth was driven mainly by the United States and China, Apple's two largest markets. Both regions returned to positive year-over-year growth after three years of declines during what is typically a less seasonal period. China sales were particularly notable, with Apple capturing the top spot in May. It's quite the turnaround, after Apple only recently sustained market share losses to Huawei and other local mobile vendors.
"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 questioned whether recent U.S. sales reflected consumer concerns about potential tariffs and whether China's momentum could continue with government subsidies and promotional offers.
The report showed Japan also indicated strong iPhone demand, with the more affordable iPhone 16e proving especially popular among consumers who favor smaller devices. The device's entry-level pricing apparently appealed to Japanese tastes, while Apple also maintained strong sales for the iPhone 16 base model and even the older iPhone 14.
iPhone global sell-through market share (April and May) for 2019-2025.
India continued its growth trajectory as Apple expands both manufacturing and market presence in the world's most populous country. Analyst Jeff Fieldhack noted that the surge suggests "agentic AI is not quite a factor yet" in most smartphone purchasing decisions, giving Apple time to integrate Apple Intelligence more broadly across its platforms and enhance Siri's lagging capabilities.
Thursday February 5, 2026 12:22 pm PST by Joe Rossignol
Apple plans to announce the iPhone 17e on Thursday, February 19, according to Macwelt, the German equivalent of Macworld.
The report, citing industry sources, is available in English on Macworld.
Apple announced the iPhone 16e on Wednesday, February 19 last year, so the iPhone 17e would be unveiled exactly one year later if this rumor is accurate. It is quite uncommon for Apple to unveil...
Saturday February 7, 2026 9:26 am PST by Joe Rossignol
Apple today shared an ad that shows how the upgraded Center Stage front camera on the latest iPhones improves the process of taking a group selfie.
"Watch how the new front facing camera on iPhone 17 Pro takes group selfies that automatically expand and rotate as more people come into frame," says Apple. While the ad is focused on the iPhone 17 Pro and iPhone 17 Pro Max, the regular iPhone...
Thursday February 5, 2026 12:54 pm PST by Joe Rossignol
Apple turns 50 this year, and its CEO Tim Cook has promised to celebrate the milestone. The big day falls on April 1, 2026.
"I've been unusually reflective lately about Apple because we have been working on what do we do to mark this moment," Cook told employees today, according to Bloomberg's Mark Gurman. "When you really stop and pause and think about the last 50 years, it makes your heart ...
Friday February 6, 2026 3:06 pm PST by Juli Clover
In the iOS 26.4 update that's coming this spring, Apple will introduce a new version of Siri that's going to overhaul how we interact with the personal assistant and what it's able to do.
The iOS 26.4 version of Siri won't work like ChatGPT or Claude, but it will rely on large language models (LLMs) and has been updated from the ground up.
Upgraded Architecture
The next-generation...
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While the iOS 26.3 Release Candidate is now available ahead of a public release, the first iOS 26.4 beta is likely still at least a week away. Following beta testing, iOS 26.4 will likely be released to the general public in March or April.
Below, we have recapped known or rumored iOS 26.3 and iOS 26.4 features so far.
iOS 26.3
iPhone to Android Transfer Tool
iOS 26.3 makes it easier...
Great news. I'm so proud of everyone who participated in this growth story. There is no tech family like the Apple family of seamlessly integrated products and services. Welcome back, China!!!
Because the Chinese government is implementing subsidy programs to stimulate consumption, products such as mobile phones and smartwatches are eligible for national subsidies. The price of the iPhone 16 Pro 128GB after subsidies can be as low as RMB ¥5,499 (US$765), and the iPhone 16e can be purchased at a minimum price of RMB ¥3,699 (US$515).
