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Chronicles

The story behind the story

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Canalys: Q1 global smartphone shipments reach 347M, up 27% YoY; Samsung took first place shipping 76.5M for a 22% share, Apple shipping 52.4M for a 15% share

Shanghai (China), Bengaluru (India), Singapore, Reading (UK) and Portland (US) - Thursday, 29 April 2021

Canalys.com

Context & Ripple Effects

Canalys records a sharp Q1 expansion with Samsung ahead of Apple in shipments and share. That early-quarter ordering contrasted with the later Q4 2021 shipment ranking, when Apple held the largest share and Samsung was second.

The comparison also frames a longer normalization: Canalys later described Q3 2024 as the strongest third quarter since 2021, while Q1 2025 shipments were nearly flat and the two leaders' shares were much closer.

First-order effects

  • Samsung enters the quarter as the highest-volume smartphone shipper, with a 22% share versus Apple's 15%, giving it the clearest immediate scale advantage in the reported market.
  • Apple trails Samsung in Q1 unit shipments despite participating in a global market that Canalys says grew 27% year over year.

Second-order effects

  • The Q1 gap sets a high bar for Apple in the following quarters; its later 22% share in Q4 2021 shows how quickly seasonal shipment leadership could change.
  • Samsung's lead makes its shipment trajectory the benchmark for subsequent market readings, including the much slower Q1 2025 market, where its share was 20% and Apple's was 19%.

Third-order effects

  • The record points to a smartphone market in which quarterly leadership is contested between Samsung and Apple rather than permanently secured by either vendor.
  • As market growth moderates from the 2021 rebound, small changes in each leader's shipment growth have greater influence on share rankings, as the near-tie reported for Q1 2025 illustrates.

The trend: Global smartphone shipments moved from a sharp 2021 rebound toward slower growth and a tighter Samsung-Apple contest for quarterly leadership.