iPhone 16 line
While China ' S Smartphone Sales Stall Overall, Apple Grabed Growth with Smart Pricing, Subsidies, and Its Brood Iphone 16 The ruler. Counterpoint Research reported that a decrease in Apple prices in May increased performance, despite the modest general growth of the market. According to the forecasts, the brands and the costs of the costs of 618 trading festivals were equal, but sales may improve through the national subsidies Growth can slow down in the second half of 2025 if the planned subsidies reduce consumer incentives. ID = “Impact-OF-VAROUS-IPHONE-MODELS”> Impact of Various iPhone Models
Apple ALSO Benefited from the Release of the iPhone 16e Earlier in 2025. The Lower-Cost Model Helped Apple More Budget-Conscious Buyurs interp China ' s competive moidrange market.
the share of the smartphone market in China by the manufacturer. Image loan: Counterpoint Research
iPhone 16E expanded Apple compared to premium customers and added the volume of general sales. In combination with the iPhone 16 Pro and the iPhone 16 Pro Max, he gave strong results in price segments.
China's economy has slowed down. Consumers are more careful about the cost of premium goods, including smartphones.
subsidies and advertising shares have become important tools for maintaining sales in this environment. Brands are under pressure to justify prices for indecisive customers.
long-term consequences for Apple
Apple are faced with intense competition in China. Huawei restores a share after sanctions reduced their sales in previous years. Xiaomi, Oppo and Vivo-sensitive customers with aggressive prices and advanced functions.
Apple should support its premium image, competing for the cost during key periods of sales. The company reduced the prices for the iPhone 16 on the eve of the 618 festival. This step prompted buyers to update before competitors launched their own discounts.
The strategy increased May sales, even since the results of the festival in June were flat. Time showed the understanding of the Apple advertising calendar of China.
Sales of smartphones in China during an event 2025 618. Credit of images: Counterpoint Research
State subsidies in May support the demand. These programs are aimed at increasing consumer expenses and help local production.
analysts warned that the reduction of these subsidies later in 2025 could identify a weaker basic demand. Without incentives, market growth can slow down or turn back.
The strong results of Apple in the second quarter confirm its capture of the Chinese premium market. Support for this success is not guaranteed. Competitors close the hardware gap, offering lower prices.
The growth in small cities depends on the achievement of more prices for the price of customers. Apple will need to be balanced by premium branding with a wider attractiveness of the market.
Historical comparison and supply chains
The current moment Apple follows years. The pandemic violated the supply chains and weakened the demand. Trade tension added uncertainty.
The company recovered in the past, localizing the production and adjustment of marketing to Chinese preferences. The market remains unpredictable, with normative risks and geopolitical pressure are still present.
Apple expanded the local production to reduce import costs and weaken the regulation problems. He also grew up in retail trade in China. These investments create loyalty to the brand and improve the service in the market, known as a rapidly changing consumer taste.
The indicators of the second quarter of the company demonstrate their stability in China. Apple will need to continue to adapt, since subsidies are reduced, competition is intensified, and consumers become more voting at expenses.
