Counterpoint Research：2025苹果专题精选报告（英文版）（30页）.pdf

1、 Counterpoint Technology Market Research 2025 Everything Apple Snack Pack Copyright Counterpoint Research.All rights reserved.2025 iPhones,Wearables,Services,Refurb,Regionals,Manufacturing&Exports Apple One Apple TV+Apple Music Apple Arcade Apple Podcasts Apple Book Counterpoint Technology Market Re

2、search 2025 Introduction This Apple Snack Pack brings together Counterpoint Researchs most recent Apple-related insights from the past quarter.The collection spans wearables,smartphones,exports,PCs,revenues,and consumer insights,providing a single reference point for the latest trends and data aroun

3、d Apples performance.Highlights include Huawei overtaking Apple in smartwatches for the first time,Apples cumulative revenues from Apple Watch and AirPods crossing historic milestones,strong iPhone-driven export and sell-through growth,and fresh insights into user behavior from our Apple survey.Toge

4、ther,these findings provide a clear picture of Apples positioning in a highly competitive global market.Counterpoint Technology Market Research 2025 Contents Introduction.2 Huawei Surpasses Apple in Q2 2025 Smartwatch Shipments for First Time.4 Apple Watch Cumulative Revenues Since 2015 Pass$100bn.8

5、 Global Refurb Growth Slows;iPhone Drives Emerging Markets Outperformance.10 India Smartphone Export Volumes Pop 35%YoY in H1 2025 on iPhone Shipment Surge to US.13 TWS Market Entering Maturity;Counterpoint Expects AirPods Growth in 2027.15 Q2 2025 US Smartphone Sell-Through up 9%;iPhone Sell-Throug

6、h Up 10%on iPhone 16e sales.18 Apple Revenues by Product Category For Every Quarter Since First iPhone Launch in Q2 2007.20 Global Smartphone Revenues Exceed Record$100bn;iPhone Highest Ever With 43%Share.22 Q2 2025 Global PC Shipments Growth Accelerates;Apple(and Lenovo,Asus)Outperform.25 Findings