Overview
- New models made up more than 80% of Apple’s unit sales in China, with all three iPhone 17 variants posting double‑digit growth led by the base model, according to Counterpoint.
- China’s smartphone market grew 8% year over year in October as domestic brands also gained, with Xiaomi rising to the No. 2 spot and Oppo’s sales up 19%.
- Counterpoint’s Ivan Lam said rising average selling prices are likely to amplify revenue, reinforcing expectations for a robust holiday quarter.
- Supplementary tracking cited over 8.25 million iPhone 17 activations in China as of November 2 and strong showings on JD.com’s 11.11 rankings, signaling sustained early‑quarter demand.
- Analysts flagged near‑term competition from Huawei’s Mate 80 launch on November 25 and ongoing supply‑chain and tariff uncertainty as potential tests of the momentum.