GF Securities projects Apple to surpass Samsung in 2026 smartphone shipments
What happened
GF Securities projected that Apple Inc. will surpass Samsung Electronics in smartphone shipments in 2026. The report forecasts that Apple Inc. will achieve a 4% year-over-year gain, reaching 257 million units. Conversely, Samsung Electronics is expected to ship 241 million smartphones, remaining essentially unchanged from 2025. This projection comes as the global smartphone market is expected to shrink by 14.2% in 2026.
From 9to5mac.com
Why it matters
The report indicates that Apple Inc. is projected to be the only major smartphone manufacturer to increase shipments in 2026. Apple Inc.'s market share is expected to climb to 24% in 2026, up from 20% in 2025. This trend occurs amid a projected 14.2% drop in total global smartphone shipments.
From 9to5mac.com
Who's involved
- Apple Inc.Projected to increase smartphone shipments and gain market share in 2026.
- Samsung ElectronicsProjected to ship 241 million smartphones, essentially unchanged from 2025.
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- Samsung ElectronicsSpeculative
Samsung Electronics might face pressure on revenue due to projected market share erosion.
- Apple Inc.Speculative
Apple Inc. might see increased sales and revenue from growing market share.
- XiaomiSpeculative
Xiaomi might face increased competition, potentially affecting its sales and market share.
Possible ripples
Who this could reach next, traced step by step from the reporting. Possibilities worth considering, not forecasts.- Apple's projected shipment lead may pressure Samsung Electronics AmericaApple's projected shipment lead may pressure Samsung Electronics AmericaPossible
- Apple's projected shipment lead may impact Korea's economySamsung's market share decline could strain Korea's national economic performancePossible
- Apple's projected growth may intensify competitive pressure on XiaomiApple's projected growth could intensify competitive pressure on Xiaomi's sales.Possible
- Samsung Electro-Mechanics may face reduced demand as Apple surpasses SamsungSamsung Electro-Mechanics may face reduced demand as Apple surpasses SamsungPossible
Keep exploring
The entities involved
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Samsung Electronics
South Korean multinational electronics corporation
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Amazon
American multinational technology company
Related events
- Amazon is selling smart tags compatible with Samsung, competing in the consumer tracker market.
- Samsung addresses warranty issues in the Indian smartphone market while Amazon and Flipkart conduct Diwali sales.
- Agnico Eagle Mines has identified Samsung Electronics as a major customer.
- Apple sold a building to Samsung, marking Samsung's expansion of its footprint in Silicon Valley.
- Due to intense global IT industry competition, both Samsung Electronics and TSMC faced heavy selling pressure following their recent earnings reports.