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iPhone 17 Growth Defies US Smartphone Market Decline in Q1 2026

AppleInsider •
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Apple's iPhone 17 lineup drove market share gains in the United States during Q1 2026, even as the overall smartphone market contracted sharply. The company posted a 1.3% increase in US iPhone sales year-over-year, according to Counterpoint Research data, while Android competitors struggled with declining demand.

The broader US smartphone market fell 5.7% during the same period, with Android sales dropping 14.4% annually. Samsung's delayed Galaxy S26 launch until mid-March created a wider opening in the premium segment, allowing Apple to capture additional market share across AT&T, T-Mobile, and Verizon networks.

Verizon showed the most dramatic shift, with Apple reaching a dominant 77% share of smartphone sales in Q1 2026. Supply constraints from the 2025 holiday quarter continued limiting availability into early 2026, extending demand for the iPhone lineup through much of the quarter.

Apple's pricing strategy kept iPhone 17e prices relatively stable while upgrading base storage to 256GB, contrasting with competitors raising prices due to rising memory costs. The company also outperformed Samsung in Counterpoint's promotional index across devices priced above $600, strengthening its position in the premium segment.