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Gartner: in Q4 2020, Apple sold 80M new iPhones globally, overtaking Samsung to become the largest smartphone vendor, increasing its market share by ~15%

Apple overtook Samsung to become the largest smartphone vendor worldwide in the fourth quarter of 2020, a feat not achieved by Apple since 2016 …

MacRumors Sami Fathi

Context & Ripple Effects

Apple's quarter at the top reverses a 2019 shipment ranking in which Samsung led and Huawei had moved ahead of Apple. It establishes that the Apple-Samsung contest was already more fluid than an annual leaderboard suggested.

Later coverage reinforces the distinction between quarterly and longer-cycle leadership: Apple led 2023 shipments in a shrinking market, then held a narrow 2025 lead over Samsung. Apple's 2023 shipment lead makes this quarter an early marker of a recurring two-vendor race.

First-order effects

  • Apple becomes Gartner's largest global smartphone vendor for the quarter after selling 80 million iPhones, while Samsung loses the top quarterly ranking.
  • The reported roughly 15% market-share increase gives Apple a materially stronger position in comparisons of the two vendors' Q4 performance.

Second-order effects

  • Samsung faces a more immediate need to defend its lead against Apple in subsequent flagship and holiday cycles, rather than competing chiefly with Huawei, which had overtaken Apple in 2019 shipments.
  • Market-share analysis shifts toward whether Apple's Q4 strength can translate into annual leadership, a question later answered differently as Apple led the 2025 market by one percentage point.

Third-order effects

  • If these alternating leads persist, global smartphone leadership becomes less a durable crown than a cycle-sensitive contest between Apple and Samsung, with quarterly results carrying greater strategic weight.
  • The pattern also points to a more concentrated top tier: the related coverage moves from a 2019 three-company ranking to later reports centered on Apple and Samsung.

The trend: Global smartphone leadership is evolving into a closely contested Apple-Samsung duopoly whose quarterly and annual rankings can diverge.

Discussion

  • @brianroemmele Brian Roemmele on x
    Boom! Apple is now the largest smart vendor. Market share increases by ~15% and rising. The cheap ad based phones comes at a price and a lower value. Higher values sell more phones. https://twitter.com/...