Overview
- Counterpoint says U.S. iPhone sales rose 1.3% year over year as the market fell 5.7% and Android units dropped 14.4%.
- Apple's volume share grew about four points across AT&T, T-Mobile and Verizon, reaching 77% of sales at Verizon.
- With the premium segment concentrated among Apple, Samsung, Google and Motorola, Samsung’s mid-March rollout left a gap that steered more upgrades to iPhone 17.
- Stable iPhone 17e pricing with a higher 256GB base storage, along with stronger carrier promotions, helped Apple pull more buyers into iOS.
- Rising memory costs weakened low-cost phones and squeezed smaller brands, letting Samsung and Motorola gain prepaid share at Cricket and Metro.