Apple (NASDAQ:AAPL) saw a notable 15% increase in iPhone sales globally over April and May, reaching its strongest two-month performance since the onset of the COVID-19 pandemic, according to preliminary figures from Counterpoint Research.

The tech giant secured the top spot in China’s smartphone market in May, underscoring a strong rebound in its two largest markets — China and the United States — which were the main drivers of the growth.

Apple’s performance was also bolstered by robust sales in emerging regions, with double-digit growth reported in Japan, India, and the Middle East. Analysts noted that Apple may have further benefited from consumers looking to avoid tariffs, giving it a competitive edge.

“The outlook for Apple’s second-quarter iPhone sales is solid,” said Ivan Lam, Senior Analyst at Counterpoint Research. “However, much still depends on continued demand from the U.S. and China, which remain pivotal markets.”

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