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Insight

Apple Snack Pack Report

1
September 9, 2025

Counterpoint Research
Counterpoint Research

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This 30-page report brings together Counterpoint Research insights published over the past two months covering key Apple themes and segments: 

  • Huawei Surpasses Apple in Q2 2025 Smartwatch Shipments for First Time
  • Apple Watch Cumulative Revenues Since 20154 Pass $100bn
  • Global Refurb Growth Slows; iPhone Drives Emerging Markets Outperformance
  • India Smartphone Export Volumes Pop 35% YoY in H1 2025 on iPhone Shipment Surge to US 
  • Apple Airpods Cumulative Revenue to Cross $100bn in 2026
  • TWS Market entering Maturity; Counterpoint Expects AirpPods Growth in 2027
  • Q2 2025 US Smartphone Sell-Through up 9%; iPhone Sell-Through Up 10% on iPhone 16e sales
  • Apple Revenues by Product Category For Every Quarter Since First iPhone Launch in Q2 2007
  • Global Smartphone Revenues Exceed Record $100bn; iPhone Highest Ever @43% Share 
  • Q2 2025 Global PC Shipments Growth Accelerates; Apple (and Lenovo, Asus) Outperform
  • Findings From Counterpoint’s Apple User Survey:  iPhone Pro Users & The Reverse Diffusion Curve

 

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Team Counterpoint

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Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.