Apple iPhone Shipments Surge in China
Analysis based on 12 articles · First reported Apr 17, 2026 · Last updated Apr 17, 2026
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.
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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