Apple's smartphone sales in China grew by 23% against the trend in 2026, with significant supply chain advantages.

Foreign media: Apple's smartphone sales in China increased by 23% in early 2026 against the trend, while the overall Chinese smartphone market declined by 4% during the same period.

Counterpoint data shows that despite the subsidy policy launched at the beginning of the year, it failed to effectively boost consumer demand. Apple's growth was mainly driven by e-commerce discounts and the iPhone 17 base model being eligible for the national subsidy.

Due to Apple's strong control over its supply chain, it can better absorb the pressure of rising storage chip costs. It is expected that Apple will maintain price stability to expand its market share, while brands like OPPO and vivo have announced price increases. Huawei, relying on domestic suppliers, has gained a cost buffer and is expected to capture the mid-to-low-end market.

The cost pressure of storage chips is expected to persist throughout 2026.

Original article: toutiao.com/article/1860088534980874/

Statement: This article represents the views of the author himself.