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Apple's China smartphone sales jump 23% to start 2026, bucking industry trend

Apple’s market share grew due to e-commerce discounts, government subsidies, and supply-chain advantages while the overall China smartphone market declined 4%, Counterpoint Research said.

  • Early March data showed Apple posted a 23% surge in China smartphone sales as the country's overall market declined 4%, according to Counterpoint Research.
  • Rising memory costs pressured handset makers, forcing pricing trade-offs, but Apple absorbed margin pressure with e-commerce discounts and state subsidies on the base iPhone 17 model.
  • Tim Cook said Apple's iPhone revenue reached $85.27 billion, beating estimates by $6.6 billion, with overall revenue hitting $143.8 billion this quarter.
  • Counterpoint expects the market to stay under pressure from March through May with some relief in June's midyear shopping festival, as OPPO and vivo announced price increases and Huawei could benefit from domestic suppliers.
  • Analysts caution that the iPhone 17-driven lift may not signal lasting growth, as the next catalyst, the iPhone 18, is still months away, and structural pressures persist.
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Center

Apple's China smartphone sales jump 23% to start 2026, bucking industry trend

Apple posted a 23% surge in China smartphone sales in the first nine weeks of 2026, bucking a broader ​market decline as some Android phone makers raised prices in response ‌to higher costs for memory chips.

·United Kingdom
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The overall smartphone market in China registered a 4% decline.

·Brazil
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Despite the increases made in RAM memory prices - which led to an increase in Android telephone prices - Apple showed less vulnerable to these variations and managed to increase sales by 23% at the beginning of 2026.

·Portugal
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WTVB broke the news in on Thursday, March 19, 2026.
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