iPhone Claims Top Spot in China's Smartphone Market Amid Record Shipments

Apple captured the leading position in China’s smartphone market during the fourth quarter of 2025, according to industry data, as iPhone shipments rose by 38% year-over-year. This growth propelled the brand to a 24% market share, surpassing domestic rivals such as Huawei and Xiaomi, which each recorded mid-single-digit shipment increases. The iPhone 17 series, launched in September 2025, was central to this performance, with early sales exceeding 12 million units within three months of release. The resurgence reflects improved consumer sentiment following macroeconomic stabilization measures and renewed interest in premium devices. Analysts note that Apple’s enhanced ecosystem integration, particularly through services like iCloud, Apple Pay, and the expanded Apple Intelligence features, played a crucial role in retaining existing users while attracting new ones from rival brands. Additionally, the company’s aggressive retail expansion—adding 12 new stores in Tier-1 cities like Shanghai and Shenzhen—further strengthened its on-ground presence. Shipment figures reveal a broader trend: total smartphone shipments in China grew 16% in Q4 2025 compared to the same period the previous year, reversing a two-year decline. While domestic manufacturers continue to dominate volume segments, Apple’s success in the premium segment (devices priced above CNY 5,000) underscores shifting buyer behavior toward high-value, long-term devices. This has prompted competitors to reevaluate pricing strategies and product differentiation. Market analysts project that Apple could maintain its top position in 2026 if it sustains innovation momentum and supply chain stability. Meanwhile, Chinese OEMs are focusing on cost-effective models and regional expansion to counter Apple’s dominance. The outcome will influence not only device sales but also ecosystem adoption and global tech supply dynamics.