Counterpoint: Smartphone sales in China slump during first months of 2026
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Counterpoint: Smartphone sales in China slump during first months of 2026
"Smartphone sales in China took a slight hit in the first two months of 2026 as shipments fell by 4% compared to the same period last year, indicating a decline in demand despite government incentives."
"Apple saw a 23% increase in smartphone sales during the first two months of 2026, fueled by strong demand for the iPhone 17, showcasing its ability to thrive in challenging market conditions."
"Huawei has built up a resilient domestic supply chain, which will serve as a cost buffer against surging memory prices on the global market, positioning it well for future challenges."
Smartphone shipments in China decreased by 4% in the first two months of 2026 compared to the previous year. Demand for new smartphones was lower than expected, even with government subsidies during the Lunar New Year. Chinese brands showed slight improvement in February, but rising memory prices may lead to increased device costs. Apple experienced a 23% sales increase, driven by the iPhone 17, while Huawei's domestic supply chain is positioned to mitigate rising costs. The outlook remains uncertain, with potential demand increases anticipated during the June shopping festival.
Read at GSMArena.com
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