Apple iPhone shipments jump 20% in China despite market decline

Apple recorded a sharp 20% rise in iPhone shipments in China during the first quarter, marking the strongest growth among major smartphone vendors, according to data from Counterpoint Research.

The surge comes despite a broader slowdown in the world’s largest smartphone market, where overall shipments fell by 4% between January and March. 

Analysts attribute the decline to supply chain disruptions and rising memory chip prices, which have pushed manufacturers to increase handset costs.

Even as the market contracted, Apple and Huawei managed to defy the trend. Huawei posted modest growth of 2%, while Apple significantly outpaced competitors with its double-digit increase. 

Huawei maintained its lead in the market with a 20% share, followed closely by Apple at 19%.

Industry experts say Apple’s performance reflects strong consumer confidence in the longevity and value of its devices. 

“As most rivals raise prices, Apple stands out for value, with Chinese consumers knowing its products last at least three years,” said Ivan Lam, a senior analyst at Counterpoint Research.

Huawei’s gains were driven by demand across both premium and budget segments, particularly its Enjoy 90 series. 

Meanwhile, other major players struggled. Xiaomi saw shipments plunge 35%, dropping to sixth place, partly due to a high base effect after last year’s aggressive discounts and subsidies.

Shipments from Oppo and Honor declined by 5% and 3%, respectively, while Vivo posted a slight 2% increase, supported by Lunar New Year sales.

Looking ahead, analysts expect continued pressure on the market as Chinese brands raise prices further, though Apple and Huawei are likely to remain more resilient.