Apple’s iPhone shipments in China jumped 20% in the first quarter of 2026, according to data from Counterpoint Research. That’s the highest growth rate among the top six vendors in the world’s largest smartphone market.
The result came despite a tough environment. Overall China smartphone shipments fell 4% in the January-to-March period, hit by supply chain disruptions and soaring memory chip prices pushing up retail costs across the board.
Apple ended the quarter in second place, capturing a 19% market share. Huawei held onto the top spot with 20% market share, posting a more modest 2% growth, supported by demand across both its high-end and budget lines including the Enjoy 90 series.
Demand for the iPhone 17 series helped drive Apple’s performance, alongside promotional price cuts and government subsidies in China. Those factors combined to set Apple apart from most of its rivals.
“As most rivals raise prices, Apple stands out for value, with Chinese consumers knowing its products last at least three years,” said Ivan Lam, senior analyst at Counterpoint Research.
AAPL stock was down 1.14% on the day the data was published.
Rising memory chip costs have been a major theme across the Chinese smartphone market this year. Vendors have been raising prices on budget handsets to protect margins, and Counterpoint expects that pressure to continue into Q2.
“Rising component costs are already driving up retail prices, affecting both legacy models and the launch prices of new devices,” Lam said. He added the trend is expected to keep the Chinese market under pressure through the second quarter.
Counterpoint says Apple is better placed than most to handle this. The firm noted Apple is “more likely to absorb rising costs internally and expand its market share” in the near-to-medium term, citing its premium product lineup and supply chain management.
Vivo was the only other top vendor to post growth, up 2% year-on-year, driven by mid-to-low-end models including the Y50, Y500 and S50. Oppo and Honor fell 5% and 3% respectively.
Xiaomi had a rough quarter, dropping to sixth place after shipments fell 35%. Lam put that down largely to a high base effect. A year earlier, Xiaomi had benefited from aggressive price cuts and government subsidies that inflated its numbers.
With those tailwinds gone, the comparison was always going to be difficult.
Counterpoint’s Lam said he expects more headwinds for the broader market in Q2, as Chinese brands look to raise prices further.
“However, we expect Apple and Huawei to fare relatively better, with Huawei potentially seeing further shipment growth driven by solid demand for its lower-end devices,” he said.
Apple has now posted the top growth rate among China’s major smartphone vendors for Q1 2026, with shipments up 20% year-on-year.
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