Apple Bucks China's Smartphone Slump With 23% Sales Jump

Apple saw a 23% year-over-year increase in iPhone sales in China during the first nine weeks of 2026, significantly outperforming a broader market decline driven by weak demand and rising component costs, according to Counterpoint Research.

China smartphone sales apparently fell by 4% year-over-year in the first nine weeks of 2026. Within this environment, Apple emerged as the fastest-growing major vendor, with iPhone sales rising 23% compared to the same period in 2025. Counterpoint attributed Apple's impressive performance partly to a combination of e-commerce discounts and the inclusion of the standard iPhone 17 in government subsidy programs aimed at stimulating consumer electronics purchases.

Counterpoint noted that the rising cost of memory components has been passed on to vendors, forcing several Android brands to adjust pricing strategies. Chinese smartphone makers OPPO and vivo have announced notable price increases for some existing models, with those changes set to take effect this month.

In contrast, Apple has not announced any comparable price increases and is unlikely to follow competitors in raising prices, instead absorbing some of the margin pressure from higher component costs to maintain pricing stability. The firm added that Apple's control over its supply chain leaves it better positioned than rivals to withstand rising memory costs.

Rising memory prices are expected to persist throughout 2026. The research firm expects China's smartphone market to remain under pressure in the coming months, with potential improvement in June driven by the country's mid-year "618" shopping festival. Counterpoint's findings are based on its China Weekly Smartphone Sell-Out Tracker, which monitors retail sales across the market.