GoKawiilGF Securities: Apple to be only major phone maker growing shipments in 2026
Analysts Jeff Pu and Henry Huang of GF Securities forecast Apple will ship 257 million smartphones in 2026, a 4% increase, even as the overall market shrinks over 14% to 1.08 billion units. Apple's global market share would rise to 24%, ahead of Samsung's roughly flat 241 million units, while the note also flags weaker reception for the iPhone 18 Pro models and production constraints tied to hinge issues on the iPhone Duo.