Counterpoint: Apple iPhone shipments surge 28%, leading the Chinese market

Glonghui January 19｜According to data from Counterpoint Research, despite the increasingly severe shortage of key memory chips, Apple’s iPhone shipments in the Chinese market still grew by 28% during the holiday season, regaining the number one position in the market. It is estimated that, due to the iPhone 17 series attracting a large number of consumers, Apple’s shipments accounted for one-fifth of the total shipments in the December quarter of last year. Counterpoint analysts wrote: “Looking ahead, memory prices are expected to continue rising, with an increase of 40% to 50% anticipated in the first quarter of 2026, followed by an additional 20% increase in the second quarter of 2026.” “Smartphone manufacturers are expected to optimize their product portfolios, with a particular focus on reducing the scale of low-end models to maintain profit margins.”