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Samsung Narrows U.S. Market Share Gap With Apple as Foldables and AI Phones Drive Growth

Solid Q2 shipment growth has set the stage for a fiercely contested holiday cycle featuring Apple’s iPhone 17 launch alongside Samsung’s planned trifold device.

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Overview

  • Samsung’s second-quarter smartphone shipments rose 7% to 57.5 million units while Apple’s iPhone shipments declined 2% to 44.8 million units.
  • In the U.S., Samsung’s market share jumped to 31% from 23% year-over-year as Apple’s share slid to 49% from 56%.
  • Galaxy Z Fold 7 and Z Flip 7 foldables broke pre-order records and helped reshape consumer perception of Samsung’s premium offerings in the U.S.
  • AI-enabled features in Samsung’s midrange Galaxy A-series have broadened its appeal among cost-sensitive buyers and boosted overall sales volume.
  • Apple is gearing up for its September iPhone 17 launch and is rumored to release a foldable iPhone in 2026 while Samsung plans an S25 FE refresh and a trifold device by year-end.