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Apple posts yet another record to skyrocket to second place in the world's biggest smartphone market

Apple was only the fifth-largest smartphone vendor in China in Q2 2025, but a year later, the company is taking home the silver medal and threatening Huawei's regional supremacy.

Apple iPhone 17 in a user's hand
The iPhone 17 has clearly proven incredibly successful in China. | Image by PhoneArena
Whether you choose to listen to Omdia or Counterpoint Research, which have pretty different views of how bad smartphone sales dropped in Q2 2026 compared to Q2 2025, Apple clearly had a strong April-June quarter this year in the global mobile industry, and according to a new report, the same is true if you focus squarely on the Chinese market.

As always, the importance of that market is given by its sheer size, which makes it possible for a vendor outside the regional top three to sell more than 10 million handsets and still finish the quarter several millions of units behind China's champion (which is not even Apple).

This nation has two winners


... and they're the same ones that defied the country's overall 1 percent decline in Q1 sales to report vastly different improvements of 7 and 42 percent in their numbers compared to the first three months of 2025.


This time around, Huawei and Apple's year-on-year gains are almost equal, at 25 and 24 percent, respectively, but because the latter was only China's number five smartphone vendor in Q2 2025, the Q2 2026 gap between the two still stands at a pretty substantial four percentage points in share and 2.8 million units in shipment volume.

But that doesn't make Apple's record-setting Q2 slice of the pie and incredible jump from fifth place to the silver medal position any less remarkable, especially when these achievements somehow happened as total Chinese smartphone sales dipped 2 percent from the April-June 2025 timeframe.

What about everyone else?


Because that 2 percent drop has to come from someone, and that someone is obviously not Huawei or Apple, you probably won't be shocked to hear that all other major (and minor) vendors are down. We're not just talking Oppo, Vivo, and Xiaomi, mind you, but the "others" group as well, which is actually responsible for the biggest (combined) decline of the quarter, narrowly edging out fifth placer Xiaomi for this very dubious honor.


With those 22 and 21 percent drops in mind, it almost feels like Oppo should be commended for only slipping 9 percent from its 11.6 million unit shipment tally of Q2 2025 and beating sister brand Vivo for the final spot on the regional podium in Q2 2026.

Why do you think Apple is so successful in markets like China?
3 Votes

Oppo, Vivo, and Xiaomi, of course, as well as all of China's "other" vendors, had to suffer primarily due to rising product prices brought about by an increase in key component costs. Naturally, Apple and Huawei use the same components on their phones too, but due to their stature and negotiating power with parts suppliers, the two top brands managed to keep prices a lot steadier than their competition, thus gaining a huge advantage that ultimately allowed them to substantially boost sales at a very tricky time.

What's on the horizon?


For China's smartphone market as a whole, a significantly larger decline at the end of the year. Specifically, 6 percent according to the latest projections, which is... actually a lot better than how analytics firms like Omdia expect global sales to look when 2026's full-year numbers are added up.


For Apple and Huawei, the rest of the year might prove a little more challenging than the first six months as well because it's pretty clear that no brand will remain immune to rising memory costs forever.

Still, these will almost certainly be the nation's top two vendors in Q3 and Q4 2026 too, and if last year's trends are any indication, Apple could continue to improve its sales volume in China and possibly take the regional crown at the end of the year. That's my bold prediction, mind you, rather than Omdia's, and it obviously depends a great deal on how successful the (costly) iPhone 18 Pro and 18 Pro Max will prove during their first few months of local (and global) availability.
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