Global smartphone revenues climbed to a record US$135 billion in the fourth quarter of 2025, rising 7% year-on-year as higher prices and strong demand for premium devices offset ongoing pressure on shipments. Demand for silicon from AI servers and accelerators has tightened supply, feeding through into higher handset prices. Counterpoint senior analyst Shilpi Jain said the combination of higher ASPs and resilient consumer demand delivered a “positive quarter” for the industry. Apple was the clear standout, delivering its strongest fourth quarter since 2021 and generating US$76 billion in revenue, up 11% year-on-year. Apple accounted for 57% of total smartphone revenue in the quarter, up from 54% a year earlier.

Source: The North Africa Journal January 30, 2026 11:26 UTC