Apple Posts Sole Growth with 9% iPhone 17 Sales Increase in China
China's smartphone sales plunged 23% year-over-year in January 2026 as reduced government subsidies and soft consumer demand weighed on the market. Apple was the sole major brand to grow, posting its highest January market share in five years as iPhone 17 sales rose 9% month-over-month after qualifying for government subsidies.
1. January Market Downturn
China's smartphone sell-out volumes fell 23% year-over-year in January 2026, as lower government subsidy intensity and soft consumer sentiment weighed on demand.
2. Huawei's Stable Lead
Huawei maintained a 19% market share despite a 27% drop in sales, supporting performance with enhanced trade-in offers and a 20% official upgrade subsidy.
3. Apple's Unique Growth
Apple was the only major brand to achieve year-over-year growth, recording its highest January market share in five years as iPhone 17 sales rose 9% month-over-month after qualifying for government subsidies.
4. Rebound Expectations
A seasonal rebound is expected in February around Lunar New Year, and further price adjustments could follow ahead of Apple's next-generation launch.