Apple has officially surpassed 2.35 billion active devices worldwide, marking a year-over-year increase of 150 million. The company shared this milestone during its first-quarter earnings call for 2025. While this growth is impressive, it signals a slowdown compared to previous years. In 2023, Apple added 400 million devices, significantly more than this year’s increase.
iPhone’s Role in Apple’s Ecosystem
Despite concerns over declining iPhone sales, Apple’s flagship product continues to drive its growing install base. The iPhone 16 lineup, which launched in late 2024, likely played a key role in boosting device numbers. However, iPhone revenue slightly declined to $69.1 billion, indicating that while units are selling, revenue per device may be lower.
Apple CEO Tim Cook highlighted the connection between iPhone growth and the company’s latest AI-powered software, Apple Intelligence. However, analysts remain skeptical about AI’s impact on Apple’s overall smartphone sales, suggesting that global market conditions and upgrade cycles are stronger factors.
Expanding Beyond iPhones
Apple’s growth isn’t just about the iPhone. The company continues to expand its ecosystem, with products like the Apple Watch, iPads, and the newly introduced Apple Vision Pro contributing to the rising number of active devices. The company’s push into augmented reality and wearables suggests that its future revenue and install base will rely on a broader mix of hardware.
Future Outlook
With Apple now having over 2.35 billion active devices, the company remains a dominant force in the tech industry. However, its install base growth is stabilizing, reflecting a more mature market. Investors and analysts will be closely watching how Apple diversifies its product offerings and integrates AI-driven experiences to sustain growth.
