Apple (AAPL) iPhone Sales Surge 15% Globally, Reclaim Top Spot in China

Apple Inc. (NASDAQ: AAPL) has reported a 15% year-on-year increase in global iPhone sales across April and May, according to the latest data from Counterpoint Research. This marks Apple’s strongest two-month performance since the onset of the COVID-19 pandemic and highlights a significant rebound in demand.

In a major milestone, Apple regained the top position in China’s smartphone market in May, underscoring the brand’s enduring popularity despite growing local competition.

China and U.S. Drive iPhone Sales Growth

The resurgence in iPhone sales was primarily driven by growth in Apple’s two biggest markets — China and the United States. Preliminary data suggests renewed demand and favourable market conditions in both regions helped fuel the impressive sales performance.

Counterpoint Research noted that Apple also achieved double-digit iPhone sales growth in several other key regions, including Japan, India, and countries across the Middle East. A portion of the growth was attributed to tariff circumvention strategies, which allowed the company to stay competitive in price-sensitive markets.

“Q2 iPhone performance looks promising at the moment, but as always, swings either way are dictated by two markets – the U.S. and China,” said Ivan Lam, Senior Analyst at Counterpoint Research.

Strong Outlook for Apple Stock (AAPL)

This robust sales performance may have positive implications for Apple stock (AAPL) as investors weigh the company's ability to sustain momentum in key global markets. With iPhone demand remaining strong in China and the U.S., analysts are likely to watch closely for further signs of growth ahead of the next earnings report.