Apple’s iPhone accounted for one in every four smartphones sold in China during October, marking a significant 37% year-over-year sales increase, according to data from Counterpoint Research. The surge was driven by strong demand for the newly launched iPhone 17 series.
This milestone represents Apple’s highest market share in China since 2022, a period when competition in the premium segment was less intense. Overall, China’s smartphone sell-through grew 8% compared to last year, fueled by Apple and leading domestic manufacturers.
Counterpoint reported that all three iPhone 17 variants achieved mid-to-high double-digit growth, with the base model leading the charge. New iPhone models accounted for over 80% of Apple’s unit sales, and rising average selling prices (ASPs) are expected to amplify revenue growth. “We’re likely to see growth amplified as rising ASPs push the top line higher,” said Ivan Lam, Senior Analyst at Counterpoint.
The research firm predicts Apple’s momentum could translate into a record-breaking December quarter.
Domestic brands also played a key role in the market’s expansion. Xiaomi climbed to the No. 2 position for the first time in over a decade, thanks to an early launch of its 17 series. Oppo posted a 19% increase in October sales, driven by strong demand for its Find X9 and Reno 14 series.
While Huawei’s upcoming Mate 80 series launch on November 25 poses some competitive risk, Lam noted, “There’s a lot of momentum behind Apple, and at this point, not much tapering to indicate a steep drop-off.”
