公司市场表现 - 苹果公司2025年智能手机出货量预计将达到2.43亿部，超过三星电子的2.35亿部，这是14年来首次超越三星 [1][2] - 苹果公司预计将占据全球智能手机市场19.4%的份额，三星份额预计为18.7% [2] - 苹果iPhone 17系列在美国市场发布后前四周的销量比iPhone 16系列（不含iPhone 16e）高出12% [3] - 苹果iPhone 17系列在中国市场发布后前四周的销量比前代产品高出18% [3] 行业驱动因素 - 推动苹果公司出货量预期上调的关键驱动因素是智能手机更换周期达到拐点，疫情期间购买手机的消费者正进入换机阶段 [4] - 三星电子可能在低端至中端智能手机市场面临中国厂商的挑战，这可能影响其重新夺回市场领先地位的能力 [5] 产品表现 - 苹果公司于2025年9月发布的iPhone 17系列，包括iPhone Air，经历了销售强劲的假日季 [1][3]

Apple Inc is poised to surpass Samsung Electronics Co and become the world's largest smartphone maker this year for the first time in more than a decade. The surge is driven by the strong debut of the new iPhone 17 series and a wave of consumers upgrading their devices, according to Counterpoint Research.The latest iPhone 17 models, launched in September, have been a major hit both in the United States and in Apple’s other critical market, China, leading to double-digit year-over-year sales growth in both r ...