Apple 360: Forecast Assumptions by Product Category, Q2 2025
Overview: Counterpoint Research’s Apple 360 takes a deep dive into the entire Apple ecosystem to provide an extensive analysis of its product and services businesses. The report supports the quantitative forecast with detailed assumptions for each product category helping in gaining insights on how the future for Apple may look like.
Table of Contents:
• iPhone Shipments and Revenue to Grow in 2025 and 2026 M4 Series Mac will continue to drive growth in 2025
• Reshaping MacBook Strategy with AI and Lower ASP
• iPad Revenues to Decline in 2025 due to difficult compare
• Apple Watch: Upgraded health features and refresh of SE and Ultra to drive shipments growth in 2025 and beyond
• AirPods: Differentiation through Health Features and AI
• VisionPro to be stable, Apple Exploring Opportunities in AR Glasses
Number of Pages: 9
Published Date: August 2025
Category
Industry
Smartphone
Service
Apple 360
Report Type
Report
Time Period
Quarterly
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Author
Tarun Pathak
Tarun is a Research Director with Counterpoint Research, based out of Gurgaon (near New Delhi). Tarun has 10 years of work experience with a key focus on the evolving mobile device ecosystem with specialties in Emerging Markets. He understands specific mobile industry nuances, helping clients to navigate through the rapidly changing technological trends. As a Telecom Analyst he has been quoted extensively by the leading media platforms. Tarun holds a Post Graduate Diploma in Management, specializing in International Business from the Amity International Business School and is a graduate in Physical Sciences from Jammu University, Jammu in the northern Indian state of Jammu & Kashmir.
Varun Mishra
Varun is a Principal Analyst at Counterpoint Research based out of Gurgaon. In Counterpoint, he closely tracks mobile devices and ecosystem with a focus on Apple. He started his career as a Consultant with Infosys Limited where he was able to identify strategic avenues for business growth through deep research and analysis of markets and companies in various domains. He holds a Master of Business Administration in Marketing from Institute of Management Technology, Ghaziabad and a bachelor's degree from Coventry University, UK.