iPhone Sales Jump 15% in April-May as Apple Reclaims China Lead

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.

Apple iPhone 16 family lineup
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.

counterpoint 2019 2025 global sell through

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.

Popular Stories

iOS 26 Feature

iOS 26.1 to iOS 26.4 Will Add These New Features to Your iPhone

Wednesday October 1, 2025 1:26 pm PDT by
iOS 26 was released last month, but the software train never stops, and iOS 26.1 beta testing is already underway. So far, iOS 26.1 makes both Apple Intelligence and Live Translation on compatible AirPods available in additional languages, and it includes some other minor changes across Apple Music, Calendar, Photos, and Safari. More features and changes will follow in future versions,...
iPhone 17 vs Air and Pros Feature

New iPhones See 'Stronger Than Expected' Demand With One Exception

Thursday October 2, 2025 7:26 am PDT by
Nearly two weeks after the iPhone 17 series launched, analysts at investment banking firm Morgan Stanley said demand for the devices has been "modestly stronger than we originally expected," based on a combination of extended shipping estimates on Apple's online store and information it gathered from Apple's supply chain. There has been strong early demand for the iPhone 17, iPhone 17 Pro,...
macbook air prime day 2025

M5 MacBook Air: Release Date, Features, and Performance Predictions

Friday October 3, 2025 3:39 am PDT by
The MacBook Air is Apple's most popular laptop – a thin, fanless machine that wields quiet power thanks to the efficiency of Apple silicon. While the M4 model isn't exactly old, attention is already turning to its successor. Apple doesn't telegraph new product launches ahead of time, but we can draw a surprisingly clear picture of what to expect by looking at Apple's silicon roadmap,...
john ternus on stage

Gurman: Major Apple Leadership Shakeup Impending With John Ternus as Next CEO

Monday October 6, 2025 6:21 am PDT by
Apple is entering its most significant leadership transition in more than a decade as multiple senior executives prepare to depart and CEO Tim Cook begins to shape the company's next generation of leaders, according to Bloomberg's Mark Gurman. In the latest edition of his "Power On" newsletter, Gurman explained that Jeff Williams, who was viewed as Cook's potential successor for several...
iOS 26 Feature

iOS 26 Adds These 200 New Features and Changes to Your iPhone

Saturday October 4, 2025 8:19 am PDT by
Apple's website offers a list of nearly 200 new features and changes (PDF file) included in the software update, released last month. Apple also shared equivalent lists for iPadOS 26 and macOS Tahoe. iOS 26 is compatible with the iPhone 11 and newer. To install the update, open the Settings app on your iPhone, tap on General, and tap on Software Update. Below, we have highlighted eight ...
Tim Cook Rainbow

Apple Event in October? Here's What to Expect

Monday September 29, 2025 9:31 am PDT by
Apple's annual iPhone event is in the rearview mirror, but rumors suggest the company plans to release a handful of additional products before the year ends. Will there be another Apple event this October? We discuss the possibility below. Apple in October Apple's most recent October events were in 2021 and 2023. In 2022 and 2024, Apple did not host an October event. Instead, it...
maxresdefault

The MacRumors Show: Leaks Reveal What Apple Products Are Coming Next

Friday October 3, 2025 8:05 am PDT by
On this episode of The MacRumors Show, we discuss the latest leaks about the next-generation iPad Pro, MacBook Pro, Studio Display, and Vision Pro. Subscribe to The MacRumors Show YouTube channel for more videos Earlier this week, an apparent unboxing video of an updated iPad Pro with the M5 chip was shared online. The same YouTube account leaked the 14-inch MacBook Pro with the M4 chip...
ipad pro 2024

Next iPad Pro to Have Two Key Features, But One Rumor Still Uncertain

Sunday October 5, 2025 7:00 am PDT by
The next iPad Pro models are rumored to feature two key upgrades, including Apple's M5 chip, and an increased minimum of 12GB of RAM. Last week, apparent unboxing videos for the next-generation 13-inch iPad Pro were uploaded to YouTube by Russian channels Wylsacom and Romancev768. The same YouTube channels leaked the 14-inch MacBook Pro with the M4 chip before it was announced by Apple...

Top Rated Comments

picpicmac Avatar
16 weeks ago
Well shoot, the Apple-Is-Doomed crowd are going to have to wait another quarter to see their prophecies come true.
Score: 9 Votes (Like | Disagree)
Jason2000 Avatar
16 weeks ago
And everyone thought Apple's AI issues would doom the company. Proof the average person does not care about AI on a phone.
Score: 6 Votes (Like | Disagree)
dumastudetto Avatar
16 weeks ago
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!!!
Score: 6 Votes (Like | Disagree)
FridgeToaster Avatar
16 weeks ago
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).
Score: 5 Votes (Like | Disagree)
DelayedGratificationGene Avatar
16 weeks ago
Wow China, US, Japan and India the Big 4 all showed very strong growth. Let’s go!!
Score: 4 Votes (Like | Disagree)
svish Avatar
16 weeks ago
Good for Apple. The upcoming 17 series, if it has 120Hz display should definitely help boost the sales further.
Score: 2 Votes (Like | Disagree)