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iPhone 17 will drive record Apple shipments in 2025: IDC

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Apple’s latest iPhone models are shown on display at its Regent Street, London store on the launch day of the iPhone 17.

Arjun Kharpal | CNBC

Apple will hit a record level of iPhone shipments this year driven by its latest models and a resurgence in its key market of China, research firm IDC has forecast.

The company will ship 247.4 million iPhones in 2025, up just over 6% year-on-year, IDC forecast in a report on Tuesday. That’s more than the 236 million it sold in 2021, when the iPhone 13 was released.

Apple’s predicted surge is “thanks to the phenomenal success of its latest iPhone 17 series,” Nabila Popal, senior research director at IDC, said in a statement, adding that in China, “massive demand for iPhone 17 has significantly accelerated Apple’s performance.”

Shipments are a term used by analysts to refer to the number of devices sent by a vendor to its sales channels like e-commerce partners or stores. They do not directly equate to sales but indicate the demand expected by a company for their products.

When it launched in September, investors saw the iPhone 17 series as a key set of devices for Apple, which was facing increased competition in China and questions about its artificial intelligence strategy, as Android rivals were powering on.

Apple’s shipments are expected to jump 17% year-on-year in China in the fourth quarter, IDC said, leading the research firm to forecast 3% growth in the market this year versus a previous projection of a 1% decline.

In China, local players like Huawei have been taking away market share from Apple.

IDC’s report follows on from Counterpoint Research last week which forecast Apple to ship more smartphones than Samsung in 2025 for the first time in 14 years.

Bloomberg reported last month that Apple could delay the release of the base model of its next device, the iPhone 18, until 2027, which would break its regular cycle of releasing all of its phones in fall each year. IDC said this could mean Apple’s shipments may drop by 4.2% next year.



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