Apple Anticipates Record iPhone Deliveries This Year, Fueled by China’s Recovery

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According to a recent report by CNBC, Apple is anticipated to dispatch approximately 247.4 million iPhones by the end of 2025, marking a historical milestone for the tech behemoth.

  • IDC attributes this remarkable increase to heightened consumer interest in the newly launched iPhone 17 series.
  • Projected shipments for Apple by year-end stand at approximately 247.4 million units.
  • Over the past month, Apple’s stock has appreciated by around 6%.

Apple Inc. (AAPL) is poised for its most prolific iPhone sales year ever, according to fresh insights from the research firm IDC.

The CNBC report indicates that the company is on track to ship around 247.4 million iPhones this year, surpassing all previous records.

Catalysts for Growth

IDC credits this significant growth to an exuberant consumer response to the newly released iPhone 17 series. Nabila Popal, the company’s senior research director, emphasized that demand has surged particularly within China, where the iPhone 17’s acclaim has notably revitalized Apple’s market performance.

As per the report, the firm’s analysis cited increasing demand in China as a pivotal factor in elevating its global forecasts. “This is attributable to the extraordinary success of the latest iPhone 17 series,” Popal remarked.

On Wednesday morning, Apple’s stock edged up by 0.1% in premarket trading. Additionally, retail sentiment surrounding the stock on Stocktwits remained in ‘bullish’ territory, with message volume escalating from ‘normal’ to ‘high’ within a 24-hour period.AAPL’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on December 3, 2025 | Source: Stocktwits

China — A Market Resurgence

A map showing China and its neighboring countries, including India, Myanmar, and Mongolia, with major cities and geographical features labeled.

In what was anticipated to be a turbulent year for Apple in the Chinese market, the company has defied prior forecasts. Initially projected to decline by 1%, iPhone shipments in China are now expected to increase by nearly 3%, according to IDC’s evaluation.

This positive trend follows a report from Counterpoint Research, which pointed out that Apple is on the verge of regaining its position as the world’s leading smartphone vendor, overtaking Samsung Electronics for the first time in 14 years.

Furthermore, Apple’s stock has experienced a 6% increase over the past month, contrasting sharply with competitors like Nvidia, which has seen a 12% decline during the same timeframe as investors grapple with stratospheric valuations driven by an AI-induced spending surge.

Source link: Stocktwits.com.

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