Apple Losing Smartphone Race To Rival

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By Douglas A. McIntyre Published
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Apple Losing Smartphone Race To Rival

© wallpaper - beatles & apple (BY 2.0) by gui.tavares

One of the best ways to determine how well Apple Inc.’s (NASDAQ: AAPL | AAPL Price Prediction) iPhones are selling is to look at iOS’s proprietary operating system’s market share. Its only major global rival is Alphabet’s Android OS, which is used by most of Apple’s rivals around the world and by most major smartphone companies.

A new study from research firm IDC shows worldwide smartphone deliveries will rise 6% to 1.24 billion this year. Its experts state, “This strong growth follows two years of steep declines and is fueled by pent-up demand for device upgrades.” Upgrades because of GenAI have not affected this increase. GenAI’s presence in phones came too late in the 2024 cycle. However, IDC expects this software to be in 70% of smartphones shipped in 2028. That is likely good for Apple because of its new AI Apple Intelligence product.

IDC reports that Android shipment growth will hit 7.6% this year, and iOS shipments will rise by .4 %. This slow increase is primarily due to slow growth in the US and China, Apple’s two largest iPhone markets based on revenue.

Apple is expected to do better in 2025. iOS shipments are expected to grow by 3.1%, while Android shipments are only expected to increase by 1.7%. IOS is bad news for Apple shareholders this year, but better news in 2025.

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About the Author Douglas A. McIntyre →

Douglas A. McIntyre is the co-founder, chief executive officer and editor in chief of 24/7 Wall St. and 24/7 Tempo. He has held these jobs since 2006.

McIntyre has written thousands of articles for 24/7 Wall St. He is an expert on corporate finance, the automotive industry, media companies and international finance. He has edited articles on national demographics, sports, personal income and travel.

His work has been quoted or mentioned in The New York Times, The Wall Street Journal, Los Angeles Times, The Washington Post, NBC News, Time, The New Yorker, HuffPost USA Today, Business Insider, Yahoo, AOL, MarketWatch, The Atlantic, Bloomberg, New York Post, Chicago Tribune, Forbes, The Guardian and many other major publications. McIntyre has been a guest on CNBC, the BBC and television and radio stations across the country.

A magna cum laude graduate of Harvard College, McIntyre also was president of The Harvard Advocate. Founded in 1866, the Advocate is the oldest college publication in the United States.

TheStreet.com, Comps.com and Edgar Online are some of the public companies for which McIntyre served on the board of directors. He was a Vicinity Corporation board member when the company was sold to Microsoft in 2002. He served on the audit committees of some of these companies.

McIntyre has been the CEO of FutureSource, a provider of trading terminals and news to commodities and futures traders. He was president of Switchboard, the online phone directory company. He served as chairman and CEO of On2 Technologies, the video compression company that provided video compression software for Adobe’s Flash. Google bought On2 in 2009.

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