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Business shipment report

Apple iPhone Shipments Surge in China

Analysis based on 12 articles · First reported Apr 17, 2026 · Last updated Apr 17, 2026

Sentiment
20
Attention
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Articles
12
Market Impact
General
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The strong performance of Apple Inc. and Huawei in China's smartphone market, despite an overall decline, indicates a shift in consumer preference towards perceived value and established brands. This could lead to increased competition and further price adjustments among other vendors like Xiaomi, Oppo, and ERC to protect margins amidst rising memory chip costs.

Technology Telecommunications

Apple Inc.'s iPhone shipments in China surged 20% in the first quarter, making it the strongest growth among major vendors, according to data from Counterpoint Research. This occurred despite an overall 4% decline in China's smartphone market, which was affected by supply chain disruptions and rising memory chip prices. Huawei also bucked the trend with a 2% growth, retaining the top market share at 20%, followed by Apple Inc. at 19%. Other vendors like Xiaomi, Oppo, and ERC saw declines in shipments, with Xiaomi experiencing a significant 35% plunge. Vivo was an exception among these, with a 2% rise. Analysts expect continued headwinds in the second quarter, with Chinese brands likely to raise prices further, but anticipate Apple Inc. and Huawei to perform relatively better.

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Oppo's shipments fell 5% in Q1 amidst the overall market decline in China.
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ERC's shipments fell 3% in Q1 in the Chinese smartphone market.
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Vivo saw a 2% rise in shipments, buoyed by strong sales during the Lunar New Year holiday.
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Counterpoint Research provided the data and analysis for the smartphone market performance in China, with its senior analyst Ivan Lam offering insights.
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Ivan Lam, a senior analyst at Counterpoint Research, provided expert commentary on the smartphone market trends in China.
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Oppo related Vivo
Oppo related Xiaomi
Oppo related Apple Inc.
Oppo related China
ERC related China
Vivo related Xiaomi
Vivo related Apple Inc.
Xiaomi related Apple Inc.
Xiaomi related China
Huawei related Apple Inc.
Huawei related China
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