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Apple Hits Record US Smartphone Market Share

In a significant milestone for the tech giant, Apple has achieved its highest-ever share of the US smartphone market, pushing its sales past a record-breaking level. According to Counterpoint Research, the US smartphone market saw minimal growth in the fourth quarter of 2025, with sales increasing by just 1%. However, Apple managed to buck this trend, securing its best sales quarter to date and widening the gap with its primary competitor, Samsung.

Apple's US smartphone market share

Mid-Range Sales Propel Apple Ahead

Counterpoint attributes Apple's success in the US market to strong sales of the iPhone 16e and 17 in the mid-range segment, which saw a 27% year-over-year growth. The iPhone 16e, in particular, recorded its highest sales month to date in December, highlighting the increasing popularity of premium devices in the US market. The company's promotional activities at major US carriers, including AT&T, T-Mobile, and Verizon, also contributed to its success.

Apple's focus on the mid-range segment has paid off, with the company emerging as a leader in this price band. The iPhone 16e has been a top performer, with many analysts attributing its success to its compelling price-to-performance ratio. The device's high-quality camera, robust battery life, and sleek design make it an attractive option for consumers seeking a premium smartphone experience without breaking the bank.

Analyst Insights: Memory Crisis and Competition

Senior research analyst Maurice Klaehner notes that premium devices have been the major driving force behind Q4 sales, with many carriers offering attractive promotions for high-end devices. The memory crisis, which has impacted the sub-$300 smartphone segment, is expected to worsen in the coming quarters, with Bill of Materials (BOM) costs potentially increasing by 15% or more.

Google has also benefited from the growing demand for mid-range devices, with its Pixel 9a enjoying success in this segment. The competition between Apple and Google will likely intensify in the coming months, with the two companies vying for dominance in the premium and mid-range segments.

Future Implications and Trends

Apple's success in the US market has significant implications for the smartphone industry as a whole. The company's focus on premium and mid-range devices has paid off, and its market share is likely to continue growing in the foreseeable future. The memory crisis, however, will pose a significant challenge to the sub-$300 segment, with many OEMs struggling to maintain their market share.

The future of the smartphone market will be shaped by the ongoing competition between Apple, Google, and other players. As the industry continues to evolve, consumers can expect to see more innovative devices, exciting new features, and improved prices. Stay tuned for the latest updates on the smartphone market, and let's see how Apple's dominance will shape the industry in the coming years.

Key Takeaways: Apple's record-breaking US smartphone market share, iPhone 16e and 17 sales, mid-range segment growth, memory crisis, and its implications for the industry's future.

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