In 2014, Apple and Samsung were duking it out to rule the U.S. smartphone market. Samsung was selling devices with large screens, and iPhone fans were demanding a response.
It took Apple some time, but the company finally released the iPhone 6, breaking with previous iterations and giving consumers a large-screen option. The iPhone won.
But more than a decade later, recent smartphone sales and shipment figures signal that the Apple-Samsung fight has returned. And once again, it’s all about the screen.
In the second quarter, shipments from Samsung surged in the U.S., with its market share rising from 23% to 31% from the prior period, according to data from Canalys. Apple’s market share during the quarter declined to 49% from 56%.
Apple remains on top of the U.S. smartphone market, taking the majority of new smartphone sales in the U.S. It’s often in second place around the world, but the recent slips points to turbulence for Apple for the first time in well over a decade.
That’s one reason investors have sent Apple shares down 7.5% this year, underperforming all of the U.S. megacap tech companies other than Tesla. Samsung’s stock, meanwhile, is up about 35% in 2025.
Apple reported a 13% increase in year-over-year iPhone sales in its July earnings.
In July, Samsung introduced a pair of innovative new phones that feature foldable screens. One model, the Z Fold 7, can effectively turn into a tablet, while the Z Flip resembles an old-school flip phone with modern smartphone features. They were added to Samsung’s catalog of phones released this spring under its Galaxy brand, including a thin-and-light phone called the Galaxy S25 Edge.
The devices are also getting a lot of traction on social media, particularly around durability tests.
One user posted a livestream that showed him bending the Z Fold 7 over 200,000 times in a row. The video has been clipped and shared widely on social media, with one version of the clip accumulating more than 15 million views on YouTube.
In the past month, Samsung’s premium devices, including the Z Fold 7, were mentioned over 50,000 times on social media, and 83% of those mentions were positive or neutral, according to data from Sprout Social, a social media analytics company.
The market share numbers aren’t just the result of user preferences. Much of the shift in shipment figures in the June quarter, analysts said, can be attributed to tariffs, which are causing “disruption” in the industry as smartphone makers use different strategies to minimize the impact on their business.
But Samsung’s gains also reflect the company’s ability to offer a much wider range of products at different prices compared to Apple. That includes low-end phones, which accounted for much of Samsung’s second-quarter U.S. improvement, as well as high-end devices that cost more than any individual iPhone.
Samsung’s Galaxy and Z phone lineup “stretches from $650 up to $2,400. That is a massive span of devices,” said Canalys analyst Runar Bjorhovde. “There is an idea that you can target people at every single price point, and you can meet them at every spot.”
The iPhone has pretty much looked the same since 2017 — a rectangular piece of glass with a touchscreen on the front, and a few cameras on the back. These days, the company offers a series of four slates ranging from $829 to $1,599. Samsung and others are starting to go beyond the so-called candy bar shape and experimenting with new form factors.
Apple is expected to start doing the same — beginning with a potential launch next month of a slimmer iPhone that will compete with Samsung’s Galaxy Edge.
“Apple is clearly betting that its 5.5mm Air model is going to lift its fortunes as testing suggests a strong desire for the new form factor,” wrote Loop Capital managing director John Donovan in May.
JPMorgan Chase analyst Samik Chatterjee wrote in a report last month that Apple may release a folding phone next year to compete with Samsung’s Z Fold.
“Investor focus has already turned to the 2026 fall launches with Apple expected to launch its first foldable iPhone as part of the iPhone 18 lineup in September 2026,” Chatterjee wrote.
Trying new form factors offers Apple the opportunity to sell devices at higher prices, according to Bjorhovde.
Apple’s most expensive phone, the iPhone 16 Pro Max, currently starts at $1,199 for 256GB of storage and can go up to $1,599 for a version with 1TB of storage. The Samsung Galaxy Z Fold 7, which was announced last week, starts at $1,999 for the 256GB version and tops out at $2,419 for the 1TB version.
Chatterjee said he thinks Apple’s version of a folding phone could start at $1,999.
A person holds a Samsung Galaxy Z Fold 7 phone during an event in New York, U.S., July 8, 2025.
Jeenah Moon | Reuters
Folding phones finally mature
Samsung’s first folding phone was released in 2019, but got off to a rocky start. The initial launch was delayed after reviewers — including CNBC — discovered that the early devices would break along their folding crease.
But Samsung says this time is different, and that folding phones are finally ready to go mainstream, especially with respect to durability.
“There really are no longer trade-offs towards owning a foldable device,” said Drew Blackard, vice president of mobile product management at Samsung Electronics America.
The South Korean company doesn’t provide sales numbers, but Blackard said the Galaxy Z Fold 7, the latest version, had 25% more preorders than any previous Samsung folding phone and that sales are outpacing the device’s predecessor by nearly 50%.
“Samsung with the foldable is able to actually optimize for innovation,” said Bjorhovde. “Try to be ahead, show that something is different, and there’s a certain halo effect from that.”
According to Counterpoint Research, a firm that estimates smartphone sales to customers, Samsung’s sell-through increased 16% during the June quarter, thanks to demand for high-end devices, including a “slight boost” from the slim S25 Edge.
The rise of artificial intelligence is also heralding new form factors for consumer electronics that could one day replace the iPhone.
OpenAI in May acquired the startup of former Apple design guru Jony Ive for $6.5 billion. The AI startup plans to develop the next generation of hardware, and other AI startups have released pins, pendants and glasses that rely on users’ voice to control the devices.
Samsung devices, as well as other Android phones, get access to Google’s Gemini, which is widely considered to be one of the best AI models alongside OpenAI’s ChatGPT. Gemini has several features that users can’t get with Siri and Apple Intelligence.
Blackard said folding phones, with their larger displays, are well suited for AI. Google’s circle-to-search feature, which allows a user to simply circle something on the screen that they’d like to learn more about, is an example, Blackard said.
On a Samsung folding phone, he said, users can still see the original screen with the content they circled, as well as another screen with supplementary information.
“It’s much more productive being able to go back and forth,” Blackard said.
Investors have worried that Apple’s AI delays, including its next-generation Siri that’s now scheduled to come out next year, could start hurting sales. But many analysts say that Apple’s brand loyalty and lock-in will give it a period of years before iPhone customers start defecting for competitors.
Chatterjee told CNBC that Apple’s strategy with devices is to wait until a technology is ready for the mainstream before embracing it. That time may be now for foldable devices.
Apple has “never been about trying to be the first to market,” Chatterjee said. “It’s about being watchful, seeing a technology mature, knowing that there are no big roadblocks to that technology adoption, and then moving ahead.”