Counterpoint Research: Smartphone sales in China are expected to increase slightly year-on-year in the second quarter

Zhitongcaijing · 07/04 07:25

The Zhitong Finance App learned that according to Counterpoint Research's latest “China Smartphone Weekly Sales Tracking” preliminary data, smartphone sales in China are expected to achieve a slight year-on-year increase in the second quarter of 2025, with Huawei and Apple (AAPL.US) becoming the main drivers of growth.

Huawei is expected to be the fastest growing brand in the Chinese market year over year in the second quarter, and is expected to return to the top of the sales list. On the Apple side, Apple's sales growth in May was due to promotions for the iPhone 16 series, particularly the iPhone 16 Pro and iPhone 16 Pro Max.

Ethan Qi, vice director of research at Counterpoint, commented, “The timing for Apple to adjust iPhone prices in May was very suitable, and the response was good, just one week before the 618 sale.”

Smartphone sales share in China by OEM brand

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Source: Counterpoint Research “China Smartphone Weekly Sales Tracking” preliminary data

*2024 Q2 time frame: April 1 (Monday) to June 23 (Sunday); 2025 Q2 time frame: April 1 (Tuesday) to June 22 (Sunday), 2025

The actual sales volume during the 618 promotion period remained flat year over year, with most of the growth concentrated in May. Apple topped the sales list during the promotion period, and three iPhone models entered the top of the best-selling list.

Huawei's growth during the promotion period was also evident. Senior analyst Ivan Lam said, “Huawei is still enjoying the high loyalty of its core user base, which is buying new Huawei products to replace older models.”

Senior analyst Mengmeng Zhang added, “Sales performance in the second quarter was partly driven by the national smartphone subsidy policy, but the policy may be gradually reduced in the second half of the year, which brings some uncertainty to market growth, especially considering the lackluster overall performance of the recent peak sales season.”

Smartphone sales during China's 618 promotion in 2025

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Source: Counterpoint Research China Smartphone Weekly Sales Tracking

*Note: The dates for weeks 22-25 are as follows:

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