Apple vs. Samsung: The Smartphone Battle Resurfaces
In 2014, a fierce competition emerged between Apple and Samsung for dominance in the U.S. smartphone market, with Samsung gaining traction through its large-screen devices, prompting a demand from iPhone enthusiasts for a similar response.
The Big Shift
Although it took some time, Apple ultimately introduced the iPhone 6, departing from previous designs and offering a large-screen alternative. This move proved successful as the iPhone emerged victorious.
Recent Sales Trends
Fast forward over a decade, and recent sales data indicates that the competition between Apple and Samsung has reignited, largely revolving around screen sizes. In the second quarter, Samsung’s U.S. shipments surged, increasing its market share from 23% to 31%, while Apple’s share fell from 56% to 49% according to Canalys data.
Shares and Market Position
While Apple maintains its lead in the U.S. smartphone market, capturing the majority of new sales, its recent decline hints at a challenging period for the company. Consequently, Apple’s stock has decreased by 7.5% this year, significantly underperforming compared to other major tech stocks, aside from Tesla.
Innovative Offerings from Samsung
On the other hand, Samsung’s stock has risen by approximately 35% in 2025. In July, the company unveiled new foldable phones, including the Z Fold 7, which can transform into a tablet, and the Z Flip, mimicking the classic flip phone style. These devices have garnered attention on social media, particularly for their impressive durability.
Market Dynamics
The shift in market share is not only a reflection of consumer preferences but also influenced by industry tariffs prompting smartphone manufacturers to adopt varied strategies. Samsung’s ability to provide a broad range of products, from budget-friendly to high-end models, has significantly contributed to its recent gains.
Future Directions
As Samsung continues to push the envelope with innovative designs, such as foldable devices, Apple is also expected to pivot, potentially launching a sleek new iPhone model next month. Analysts believe that Apple may soon enter the foldable market, with plans for an anticipated foldable iPhone by September 2026.
