Apple Inc. & Samsung Electronics
147 shared events · Importance 14 · Last updated Aug 23, 2026
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Business
Apple Inc.: Apple posted its strongest-ever Q2 with 55.1 million shipments, up 23% YoY, achieving a record 20% market share. It avoided price hikes during the quarter, but expectations of future iPhone price increases are supporting sell-in.
Samsung Electronics: Samsung reclaimed the top spot in global smartphone shipments with 22-24% market share, benefiting from its vertically integrated memory business and strong performance in India and the Middle East. It absorbed some cost increases but raised foldable prices in India, and its premium strategy is paying off.
Jul 13, 2026 · 37 articles
Business
Apple Inc.: Apple Inc. emerged as the global smartphone market leader in 2025, capturing a 20% share and recording the fastest growth among top brands, driven by strong demand for its iPhone 17 and iPhone 16 series.
Samsung Electronics: Samsung Electronics finished 2025 in second place with a 19% market share, experiencing modest shipment growth, but facing pressure in Americas and Western Europe.
Jan 12, 2026 · 7 articles
Business
Apple Inc.: Apple Inc. grew 9% to 8.8 million iPhones, driven by strong demand for its iPhone 17 series and wider mid-range coverage.
Samsung Electronics: Samsung Electronics was Europe's largest smartphone vendor in 1Q26, growing 3% to 12.6 million units, despite delays in some product launches.
May 26, 2026 · 6 articles
Regulatory
Apple Inc.: Apple faces increased competition in the hearing health feature space, as Samsung's FDA clearance directly rivals Apple's AirPods Pro 2 hearing aid functionality.
Samsung Electronics: Samsung is the primary beneficiary, gaining FDA clearance to offer OTC hearing aid features on its Galaxy Buds, expanding its health capabilities and competitive edge in the consumer audio market.
Aug 11, 2026 · 22 articles
Business
Apple Inc.: Apple Inc. maintained its leading position in the US smartphone market despite a 3% year-over-year decline in shipments, benefiting from Samsung's delayed launch and strong iPhone 17 and iPhone 15 demand.
Samsung Electronics: Samsung Electronics ranked second in the US smartphone market, with shipments declining 5% due to the delayed Galaxy S26 launch, though the S26 series showed strong early traction.
May 27, 2026 · 6 articles
Business
Apple Inc.: Apple raised prices on Macs and iPads to offset soaring memory costs; its stock fell nearly 5% on the announcement. The company faces potential demand slowdown but may offset with higher average selling prices.
Samsung Electronics: Samsung, a major memory supplier, benefits from higher prices but faces potential demand weakness in consumer devices.
Jun 17, 2026 · 199 articles
Business
Apple Inc.: Apple Inc.>>> shares eased after unveiling AI upgrades to Siri, suggesting a 'sell-on-the-news' response from investors who may have expected more significant announcements.
Samsung Electronics: Samsung Electronics shares soared after its union suspended industrial action following a tentative pay agreement, averting a major strike. This positive development contributed to the rally in South Korean markets and global chip supply confidence.
May 20, 2026 · 72 articles
Tech
Apple Inc.: Apple is a major adopter of Qi and Qi2, integrating wireless charging into its products. This supports its ecosystem and aligns with consumer expectations.
Samsung Electronics: Samsung is a leading adopter of Qi technology, incorporating it into its smartphones and accessories, benefiting from the standard's ubiquity.
Jul 29, 2026 · 6 articles
Business
Apple Inc.: Apple Inc. has shown resilience in the premium smartphone segment, posting record revenue and expecting flat shipments in 2026 before a 5% rise next year, due to stable chip supply and strong margins.
Samsung Electronics: Samsung Electronics maintained steady volumes in Q1 and is projected to have only a 4% decline in shipments for the full year, outperforming the market due to stable supply and product lineup.
Jun 01, 2026 · 7 articles
Business
Apple Inc.: Fell despite beating profit estimates, as supply constraints and weak revenue guidance raised concerns. Seen as an 'anti-AI' bet among Big Tech.
Samsung Electronics: Reported record profit but fell short of high expectations. Stock experienced extreme volatility in the KOSPI.
Jul 14, 2026 · 280 articles
Regulatory
Apple Inc.: Apple Inc. is seeking the United States government's approval to purchase memory components from blacklisted Chinese companies due to the chip shortage and has raised prices on its goods.
Samsung Electronics: Samsung Electronics, a member of SEMI, is one of the top three memory chipmakers that would be affected by government policies regarding the memory chip shortage.
Jul 02, 2026 · 6 articles
International
Apple Inc.: Apple is testing CXMT chips and lobbying for approval to secure memory supply and manage costs amid a DRAM shortage.
Samsung Electronics: Samsung is a major DRAM supplier to Apple; a new CXMT supplier could reduce Apple's dependence on Samsung and give Apple more negotiating power.
Jun 17, 2026 · 68 articles
Business
Apple Inc.: Apple is testing CXMT memory chips to mitigate the shortage and reduce costs, but faces political pressure and regulatory constraints. The outcome could affect its supply chain and pricing strategy.
Samsung Electronics: Samsung is one of the major memory suppliers that could lose market share if Apple diversifies to CXMT, but it continues to benefit from high memory prices.
Jul 30, 2026 · 38 articles
International
Apple Inc.: Apple Inc. slid, contributing to the overall tech sector decline that impacted global markets, including South Korea.
Samsung Electronics: Samsung Electronics, a top-cap in the South Korean market, kicked off lower, tracking US tech losses and contributing to the overall market decline in Seoul.
Jun 10, 2026 · 8 articles
Business
Apple Inc.: Apple Inc. has raised prices on its devices due to increased memory costs, which the lawsuit alleges are a result of the defendants' anticompetitive practices. This highlights the broader impact of the alleged price-fixing on consumer electronics.
Samsung Electronics: Samsung Electronics is a primary defendant in the class-action lawsuit, accused of conspiring to fix DRAM prices and restrict supply, which could lead to significant financial penalties and reputational damage.
Jun 29, 2026 · 31 articles
Business
Apple Inc.: Customer of Samsung memory; raised iPad and MacBook prices due to rising component costs.
Samsung Electronics: Core beneficiary of AI memory demand; record Q2 profit of 89.4 trillion won, but shares fell on profit-taking.
Apr 20, 2026 · 47 articles
Business
Apple Inc.: Apple's potential use of Chinese memory chips is a factor in memory chip price dynamics, but its direct impact on this event is limited.
Samsung Electronics: Samsung reported a 250-fold jump in chip profit and multi-year supply deals, expecting chip shortages to persist into 2028, benefiting from AI demand.
Jul 20, 2026 · 15 articles
Business
Apple Inc.: Raised product prices due to higher memory costs; approved Apple Intelligence in China.
Samsung Electronics: Fell up to 6% in a single session; reported record profit but failed to satisfy investors.
Apr 20, 2026 · 344 articles
Business
Apple Inc.: Apple has raised prices due to chip shortages, reflecting broader supply constraints in the semiconductor industry, though its direct involvement in this event is limited.
Samsung Electronics: Samsung, a dominant DRAM producer, benefits from higher memory prices and increased leverage over customers like Nvidia, positively impacting its earnings.
Aug 22, 2026 · 27 articles
Tech
Apple Inc.: Apple is launching its flagship iPhone 18 Pro series, expected to drive significant revenue. Rising component costs may pressure margins, but the company is reportedly absorbing some costs to maintain competitiveness.
Samsung Electronics: Samsung is reportedly supplying a new three-layer stacked image sensor for the iPhone 18 Pro, strengthening its position as a key Apple supplier.
May 30, 2026 · 7 articles
Domestic
Apple Inc.: Apple Inc. is mentioned as a customer pressing for more memory chips amid a global shortage and is reportedly seeking to buy memory chips from Chinese manufacturers, indicating broader market dynamics affecting Samsung Electronics and SK Hynix.
Samsung Electronics: Samsung Electronics is a key player in South Korea's AI and chip investment drive, pledging significant funds for new fabrication plants and advanced packaging facilities, particularly in the southwest region. The company's stock price has soared due to the AI boom.
Apr 20, 2026 · 86 articles
Business
Apple Inc.: Apple Inc. entered a multi-year deal with Alphabet Inc. to base its next-generation AI models on Google's Gemini, which is a significant endorsement of Alphabet Inc.'s AI capabilities. Apple Inc. was also surpassed by Alphabet Inc. in market capitalization.
Samsung Electronics: Samsung Electronics plans to double the number of its mobile devices with AI features powered by Google Gemini, indicating a growing adoption of Alphabet Inc.'s AI technology.
Jan 12, 2026 · 7 articles
Tech
Apple Inc.: Apple Inc.'s Vision Pro is included in the standalone XR headset category, which is facing a decline. The market's recovery in this segment is contingent on Apple introducing a more accessible Vision Pro around 2028.
Samsung Electronics: Samsung Electronics is expected to make a more competitive push in the standalone XR headset segment, catalyzed by Apple's potential introduction of a more accessible Vision Pro.
Jun 16, 2026 · 6 articles
Business
Apple Inc.: Apple, TSMC's largest customer, gains from increased domestic chip supply, sourcing 100 million American-made chips from Arizona this year. The expansion strengthens its supply chain resilience.
Samsung Electronics: Samsung is a competitor to TSMC, and TSMC's aggressive expansion and market leadership may pressure Samsung's market position, though it benefits from memory chip market recovery.
Jul 16, 2026 · 85 articles
Business
Apple Inc.: Reportedly testing CXMT's DRAM chips to diversify supply amid shortages, which could boost CXMT's credibility but also raise U.S. security concerns.
Samsung Electronics: As the global DRAM leader, Samsung faces increased competition from CXMT's expansion, though its market dominance remains intact. The AI-driven memory shortage benefits Samsung's pricing power.
Jul 14, 2026 · 113 articles
Tech
Apple Inc.: Apple filed a lawsuit against OpenAI and Tang Tan alleging trade secret theft, seeking an injunction that could delay the device launch.
Samsung Electronics: Samsung Electronics is part of South Korea's semiconductor supply chain that could support OpenAI's hardware production.
Jul 28, 2026 · 6 articles
Business
Apple Inc.: Apple Inc. shares dropped after hiking prices for its products to counter rising chip costs, weighing on the broader market.
Samsung Electronics: Samsung Electronics' shares gained in South Korea, contributing to the Kospi's record surge.
Jun 24, 2026 · 57 articles
Tech
Apple Inc.: Apple Inc. is a competitor in the PC market, and Nvidia's new AI superchip for PCs will rival Apple's offerings, potentially affecting Apple's competitive landscape in the AI PC segment.
Samsung Electronics: Samsung Electronics is a key supplier of high-bandwidth memory (HBM) for Nvidia's Vera Rubin platform, securing a significant share of orders and recovering its position in the HBM market.
May 31, 2026 · 28 articles
International
Apple Inc.: Apple sued OpenAI for trade secrets theft, a separate legal matter that adds to tech sector uncertainty.
Samsung Electronics: Samsung Electronics fell 10.5% in Seoul, caught in the broader semiconductor rout driven by AI valuation fears.
Apr 20, 2026 · 304 articles
Business
Apple Inc.: Apple Inc. launched its new Siri AI and Apple Intelligence, aiming to catch up with rivals in the AI race and enhance its ecosystem with advanced features while emphasizing privacy. This move is crucial for its future market position.
Samsung Electronics: Samsung Electronics is a competitor in the AI space with its Galaxy AI, which Apple Inc. is looking to catch up with through its Siri overhaul.
May 19, 2026 · 254 articles
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