Overview
- Apple's iPhone shipments in China fell 9% year-over-year in Q1 2025 to 9.8 million units, its seventh straight quarterly decline.
- The company's market share dropped from 17.4% to 13.7%, the only major vendor to see a decline during a period of overall market growth.
- Xiaomi led the market with a 40% increase in shipments, reaching 13.3 million units, as overall smartphone shipments in China rose by 3.3%.
- Apple's premium pricing strategy excluded it from benefiting from a 15% government rebate on electronics priced below 6,000 yuan.
- Analysts attribute Apple's struggles to intensifying competition from homegrown brands and shifting consumer preferences influenced by trade tensions.