Updated
Updated · Bloomberg · Jul 14
Huawei, Apple Lift China Shipments About 20% as Market Falls 4.3%
Updated
Updated · Bloomberg · Jul 14

Huawei, Apple Lift China Shipments About 20% as Market Falls 4.3%

3 articles · Updated · Bloomberg · Jul 14

Summary

  • Huawei and Apple were the only major smartphone vendors to post growth in China in the June quarter, with each expanding shipments by roughly 20% year over year, IDC said.
  • A memory chip supply crunch pushed Android handset makers to raise prices, hurting their volumes and steering buyers either toward premium devices or toward delaying upgrades altogether.
  • That split widened the lead for Huawei and Apple's iPhone lineup at the top of the market, where both are strongest in China's highest-priced segments.
  • China's overall smartphone market still shrank 4.3% in the quarter, underscoring how component costs are polarizing demand rather than lifting the broader sector.

Insights

Without its key AI features in China, can Apple maintain its lead over Huawei's expanding ecosystem?
Is the disappearance of budget Android phones creating a permanent divide in China's smartphone market?
Will Beijing's new AI policy convince cautious Chinese consumers to start buying electronics again?