Apple Stock News: Top Spot
Apple Stock News: In the fourth quarter of 2025, Apple regained the leading position in China’s smartphone market thanks to high demand for the iPhone 17 series, despite a shrinking market and supply chain issues related to memory chips. According to Counterpoint Research, total smartphone shipments in China decreased by 1.6%, while Apple’s shipments increased by 28%. For the entire year of 2025, Huawei retained the top spot on the Chinese market with a 16.4% share, while Apple came in second place with approximately 16%.
Globally, 1.26 billion smartphones were sold in 2025 (+1.9%). Apple maintained its first place among manufacturers with sales volume of 247.8 million devices (+6.3%), capturing a market share of 19.7%. Second place went to Samsung with a 19.1% share, and third place to Xiaomi with 13.1%.
Chip Supply
Apple is forced to compete with companies like Nvidia and AMD for TSMC-produced chips due to increasing demand for artificial intelligence technologies. According to a report by analyst Tim Culpan, Apple’s priority for accessing cutting-edge manufacturing capacities is no longer guaranteed. Chips designed for AI applications occupy significantly larger wafer areas, allowing even a small number of clients to absorb a substantial portion of production output. Consequently, Apple no longer receives automatic prioritization across TSMC’s two dozen fabs. It is possible that Nvidia exceeded Apple in terms of revenue in one or two quarters of 2025. Due to this competition, Apple might face higher costs for future chip generations, impacting product margins and pricing strategies.
Apple Pay in India
Apple Pay is preparing to launch in India by the end of 2026, awaiting regulatory approval and agreement with banking partners. Users will be able to make contactless payments through their iPhones. Despite the popularity of the UPI system, integration with it is not planned.
