Overview
- iPhone sales in China jumped 37% year over year in October as the overall smartphone market grew 8%, according to Counterpoint.
- More than 80% of Apple’s units came from the iPhone 17 lineup, with all three models posting mid-to-high double-digit growth led by the base iPhone 17.
- Retail signals in early November reinforced momentum, with iPhone 17 models topping JD.com’s 11.11 rankings and reporters noting queues at Beijing stores.
- Local competition also strengthened, with Xiaomi rising to the No. 2 brand for the first time in over a decade and Oppo reporting a 19% sales increase in October.
- Analysts flag a near-term test from Huawei’s Mate 80 launch on November 25, alongside ongoing supply-chain and geopolitical uncertainties.