While the broader Chinese smartphone market faced a slight chill in late 2025, Apple turned up the heat. According to the latest data from Counterpoint Research, Apple emerged as the market leader in China for the fourth quarter of 2025. Capturing a commanding 22% market share, the tech giant saw its shipments surge by an impressive 28% year-over-year. This growth is particularly striking because the overall Chinese market actually contracted by 1.6% during the same period.
The primary catalyst for this success was the enthusiastic reception of the iPhone 17 series. Apple’s latest lineup managed to capture the attention of Chinese consumers at a time when many were tightening their belts. Strong supply chain management allowed Apple to accelerate its ramp-up phase, ensuring that devices were on shelves and in hands faster than in previous years.
The iPhone 17 Pro models led the charge, with customers flocking to the distinctive new camera plateau. However, the base iPhone 17 models played a crucial role as well. By offering double the storage capacity of the previous generation while maintaining the same entry-level price, Apple provided a clear value incentive that resonated with budget-conscious buyers.
The highly anticipated “iPhone Air”—Apple’s foray into ultra-thin smartphone design—saw a slower start, capturing only a low single-digit market share. Analysts attribute this to a combination of a delayed launch and the inevitable trade-offs that come with an ultra-thin form factor. Despite the slow start, the iPhone Air is being viewed as a significant “pioneer” product that tests the waters for future eSIM-only and ultra-portable designs.
The wider market is currently grappling with rising costs, particularly in memory components. Counterpoint reports that memory prices could jump by as much as 50% in early 2026, forcing many manufacturers to scale back their budget-friendly phone lineups.
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