During yesterday's Financial Conference Call, Apple's CEO stated that "We continued to see strong results in emerging markets, driven by robust sales of iPhone with June quarter total revenue records in India, Indonesia, Mexico, the Philippines, Poland, Saudi Arabia, Turkey and the UAE. We set June quarter records in a number of other countries as well, including France, the Netherlands and Austria.  On a constant currency basis, iPhone revenue grew, and we had a June quarter record for switchers, reflecting the popularity of the iPhone lineup."

This morning a new analytical report from Counterpoint notes that global smartphone market revenues declined by 8% YoY, the lowest Q2 figure since 2020 during the height of the global pandemic-related lockdowns.

Commenting on Apple’s performance, Research Director Jeff Fieldhack noted: "Apple’s shipments declined by 3% YoY while the smartphone market declined by 9% in the same period. At the same time, its ASP increased thanks to a growing contribution of the Pro series, declining contribution of the SE series and the replacement of the Mini in iPhone 13 with a Plus in iPhone 14. As a result, while Apple’s iPhone revenue declined by 2% annually, as acknowledged in Tim Cook's open commentary yesterday, its revenue share grew, reaching a second-quarter record of 45%. This is up by almost 3% since the same quarter of last year. Its share of global operating profits also grew by 4% since Q2 2022, reaching 85%, another second quarter record for Apple.”

(Click on Counterpoint Chart below to Enlarge)

For more on this, read the full Counterpoint report.

Another analytical report that was posted this morning came from Canalys covering Q2 2023 worldwide tablet shipments. According to Apple's CEO " iPad revenue was $5.8 billion for the June quarter, down 20% year-over-year, and yet their market share grew by close to 5% with 2% annual growth, more than doubling Samsung's shipments and market share. Samsung was also down -13.6% YoY as shown in the chart below.  

(Click on Chart to Enlarge)

For more on this, read the full Canalys report.