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Apple's China smartphone sales rose 23% in early 2026 despite market decline, aided by stable pricing and government subsidies.
Apple saw a 23% rise in China smartphone sales through early 2026, outpacing a 4% market decline, driven by stable pricing, e-commerce promotions, and inclusion in government subsidies for the base iPhone 17.
The company absorbed rising memory chip costs without raising prices, aided by supply chain strength, while Chinese Android rivals like OPPO and vivo increased prices.
Huawei may gain ground in mid- and lower-range segments using domestic, lower-cost components.
Despite government incentives, weak consumer demand persists, with analysts expecting limited relief until the June 618 shopping festival, as high memory costs continue to pressure industry margins and pricing strategies.
Las ventas de teléfonos inteligentes de Apple en China aumentaron un 23% a principios de 2026 a pesar de la caída del mercado, ayudadas por precios estables y subsidios gubernamentales.