Apple to hit record market share in smartphones, laptops, tablets in 2026: Counterpoint
Seeking Alpha ·
Apple ( AAPL ) is expected to reach record levels of market share across three product categories by the end of the year, including smartphones, laptops and tablets, according to Counterpoint Research. The iPhone is expected to increase from 23% in 2025 to
AI 시장 분석
Counterpoint Research expects Apple (AAPL) to record its largest-ever market share across smartphones, laptops, and tablets by the end of 2026. The report notes that iPhone share is projected to rise from 23% in 2025, driven by demand for new Mac and iPad models based on the M-series. This share expansion is likely to boost not only hardware revenue but also services revenue from the App Store and subscriptions, and to improve margins. Conversely, there are concerns about share pressure from Android OEMs and the mid/low-end market, and that supply-chain concentration could increase supply volatility for parts suppliers.
상승 영향
- Smartphones (iPhone) — A rising iPhone share lifts AAPL revenue by increasing demand for premium models and simultaneously boosts mobile ecosystem income.
- Laptops/PCs (M-series based MacBook) — Wider adoption of the M-series improves performance and power efficiency, increasing MacBook sales and the share of high‑margin hardware.
- Tablets (iPad) — An expanded iPad share driven by education and enterprise demand creates secondary benefits for accessories and services revenue.
- AAPL and Services (App Store & subscript — Higher hardware sales expand the App Store, Apple Music, iCloud and other subscription bases, supporting sustained profitability improvements.
- Semiconductors/Components (foundries & d — Increased Apple orders will concentrate demand on foundries like TSMC and OLED/camera module suppliers, producing a near‑term revenue uplift for parts vendors.
하락 영향
- Android OEMs (삼성·샤오미 등) — Apple's share gains intensify competition in the premium segment, reducing sales of high‑margin models and pressuring profitability for rivals.
- Mid/low‑end smartphones/components suppl — An accelerated shift to premium devices can heighten price competition in mid/low‑end lineups, causing margin erosion and inventory pressure.
- Windows laptops (PC OEMs) — MacBook share growth may cannibalize some education and enterprise demand, negatively affecting shipments and revenue for existing PC OEMs.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 64% · Bearish (Short) 36%
346 participants
Related News
- SpaceX, Charter said to have held talks for a mobile phone partnership
- SpaceX Is Borrowing $20 Billion to Fund Its AI Ambitions. Is That a Bold Move or a Dangerous One?
- 1 Cash-Rich Utility Retirees Can Count On to Protect Their Future Financial Plans
- Microsoft vs. Alphabet: What Their Revenue Trends Tell Investors
- This Stock Market Metric Just Hit "Extreme Fear." Warren Buffett Has 11 Encouraging Words for Investors Right Now.
- QuidelOrtho plans to sell testing unit for $1.5B: FT