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The Latest Breaking News from Counterpoint Research

Apple Just Claimed the Top Spot in the Chinese Smartphone Market. What Does That Mean for AAPL Stock in 2026?

Despite competition concerns, Apple had the top market share in Q4 in China, per Counterpoint Research.

Barchart

Google's Pixel had a good 2025, but it still trails the big phone makers

Google had a good year for Pixel, but market share realities show there's still a long way to go.

Android Central

Samsung had five best-selling smartphones in Q3 2025 — and none were flagships

Apple's iPhone 16 series dominated the smartphone market in Q3 2025, but Samsung made a strong push in the midrange space.

Android Central

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Apple CEO Tim Cook Says Q1 Will Be 'Best Ever': New China Singles' Day Data Could Back Him Up

Smartphone momentum for Apple Inc (NASDAQ:AAPL) was strong in the fourth quarter, thanks to the launch of the iPhone 17 in September. Calls from management for the first quarter to be even better could come true thanks to momentum in China.

Benzinga

Apple Poised to Knock Samsung Off Top Spot After 14 Years in a Shock Power Shift

New forecasts show Apple edging past Samsung in 2025 smartphone shipments, ending a 14-year lead and reshaping the global mobile market.

International Business Times UK

Apple To Lead Smartphone Market For First Time In 14 Years: Thanks, iPhone 17

Strong demand for the iPhone 17 has helped boost the price of Apple Inc. (NASDAQ:AAPL) stock in 2025. The new smartphone is also putting Apple back on top of a list it hasn't led since 2011.

Benzinga

Server memory prices to double year-over-year in 2026, LPDDR5X prices could follow — 'seismic shift' means even smartphone-class memory isn't safe from AI-induced crunch

A worsening commodity DRAM shortage could be amplified by Nvidia's huge LPDDR5X demand and push memory prices even higher as server RDIMMs are poised to get 2X more expensive in 2026, according to Counterpoint Research.

Tom’s Hardware

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Nvidia's Smartphone-Style Memory Shift To Trigger A 100% Price Surge In Server Memory By 2026: Report

The decision by Nvidia Corp (NASDAQ:NVDA) to integrate smartphone-style memory chips into its AI servers could potentially double the prices of server memory by the end of 2026, according to a report.

Benzinga

Windows 10 is dying — and Apple’s Macs are cashing in — but one Windows PC maker remains in the lead

A new study from Counterpoint Research shows that only one Windows laptop OEM bested Apple's YoY sales in Q3 2025. Here's what you need to know.

Windows Central

Microsoft's decision to axe Windows 10 is driving Apple PC sales growth — users buy Macs instead of AI PCs despite Microsoft’s push for Copilot+ PCs

Counterpoint Research data shows a massive jump in Mac sales in the same quarter that support for Microsoft Windows 10 ended.

Tom’s Hardware

The iPhone 17 series has one big winner, according to early sales – and it isn’t the iPhone Air

The iPhone 17 is selling well, research suggests, while the iPhone Air isn’t nearly as popular.

TechRadar

Gene Munster Says iPhone 17 Cycle Could Drive 8%+ Growth Through 2026 As Apple Stock Soars To All-Time High

On Monday, Apple Inc. (NASDAQ:AAPL) shares surged to a new all-time high after fresh data showed iPhone 17 outsold iPhone 16 by 14%, prompting Deepwater Asset Management's Gene Munster to predict stronger growth through 2026.

Benzinga

Should You Buy Apple Stock at New All-Time Highs?

Apple stock extends gains as Counterpoint Research confirms initial iPhone 17 sales are outpacing iPhone 16 sales. Loop Capital now sees upside in AAPL shares to $315.

Barchart

Apple Foldable iPhone Gears Up To Challenge Samsung: What You Need To Know

Apple is reportedly entering the foldable phone market in late 2026 with a device similar to Samsung's Galaxy Z Fold.

International Business Times UK

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Windows Central

Intel reveals what’s stopping AI PC adoption — and it’s not the hardware

Intel's new survey reveals 87% of global businesses are moving to AI PCs, but adoption is slowed by concerns over training, security, and trust.

Fortune

‘Massive’ investment in R&D leads China’s Honor to launch world’s thinnest foldable phone

Foldables represent a small but rapidly expanding segment of the Chinese smartphone market. Sales in this category grew by 27% last year.

Android Central

Pixel 9 Pro Fold a crowd favorite in Europe, while Samsung and Oppo sales decline

Recent report by CounterPoint Research indicated that Google's latest foldable, the Pixel 9 Pro Fold, seems to be pushing sales for the company in Europe by 265%.

Barchart

Apple Stock Warning: Tariffs, Weak Smartphone Demand to Hit AAPL in 2025

Apple’s 2025 outlook dims as iPhone growth slows, tariffs loom, and China competition heats up.

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Android Central

Pixel 9 sales helped Google tighten its hold on Canada’s premium phone segment last year

Google tightened its grip on Canada's premium phone market last year, all thanks to the Pixel 9.

Windows Central

PC shipments spike as Windows 10's end and U.S. tariffs loom

Global PC shipments rose sharply in Q1 2025, driven by the end of Windows 10 support and uncertainty around U.S. tariffs and international trade.

TechRadar

Foldable phone sales are tipped to fall this year – and Apple is the only brand that could turn things around

Foldable phones might have a bad 2025 but Apple could turn it around in 2026

Android Central

Crowds are ditching the Apple Watch for Wear OS and other smartwatches, and there's a very good reason why

Smartwatch sales have seen a global decline for the first time and we look at what's contributing to this downward trend.

TechRadar

TCL overtaking LG's premium TV sales is the inevitable result of OLED's biggest problem and mini-LED's biggest strength

As OLED TVs stay in the same price bracket, mini-LED is making new options possible.

What Hi-Fi?

Move over OLED: TCL just overtook LG in the premium TV market

TCL has dethroned LG as the second-largest seller of premium TVs, but will it get the top spot?

Tom’s Guide

Whatever happened to 8K TVs?

8K TVs are a dying breed and I'm here to find out what exactly happened and how might they see a course correction.

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