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Investing.com -- Apple (NASDAQ:AAPL) has reached its highest smartphone sales share for April and May since the pandemic, driven by China’s subsidies and concerns over potential US tariffs.
The growth in Apple’s market position was revealed in the Global Monthly Smartphone Sales Report, which also highlighted year-over-year increases in Japan, India and the Middle East contributing to the company’s performance.
Jeff Fieldhack, analyzing the data, noted that rising demand in both US and Chinese markets suggests that Agentic AI capabilities are not yet a significant factor in most smartphone purchasing decisions, particularly for consumers looking to upgrade their iPhones.
In separate technology market developments, Samsung (KS:005930)’s long-standing dominance in the global TV market is facing serious competition from Chinese manufacturers, especially TCL and Hisense.
The television industry saw a 44% growth in global Advanced TV shipments during Q1 2025, largely attributed to incentive programs from the Chinese government. However, analysts point to a broader long-term trend affecting market dynamics.
Bob O’Brien observed that while South Korean companies LG and Samsung concentrated on developing OLED TV technology, Chinese brands have been reducing OLED’s importance in the premium market segment by aggressively marketing large-screen MiniLED LCD models.
"For the first time in decades, Samsung faces a legitimate threat of losing its leadership in the TV market," O’Brien stated.
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