Overview
- The iPhone 17 lineup made up nearly 80% of Apple smartphones sold to Chinese consumers in the first month after the September 19 launch.
- The performance marks a reversal from 2024, when iPhone sales fell 5% in the first month after the iPhone 16 debuted.
- China’s broader smartphone market fell about 2.7% year over year in the third quarter, highlighting persistent demand weakness.
- Tim Cook said the iPhone 17 family has been very well received in China and indicated Apple expects to return to growth this quarter, noting earlier supply constraints.
- Crowds at Apple’s Beijing flagship signaled strong launch-day interest as Apple faces intensifying competition from Huawei and Xiaomi, with the figures based on Counterpoint’s first-month sell-out data.