--- title: "Apple's smartphone sales in China surged by 23% in early 2026, defying market trends, while the Android camp was forced to raise prices due to memory costs" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/279717161.md" description: "Apple's smartphone sales in China grew by 23% in the first nine weeks of 2026, going against the trend, despite an overall market decline of 4%. Android phone manufacturers have been forced to raise prices due to rising memory costs, while Apple has maintained competitiveness through e-commerce discounts and national subsidies. The market expects Apple to continue its pricing strategy and further expand its market share. Counterpoint analysis indicates that Huawei relies on local suppliers to create cost buffers, which may allow it to capture more market share in the mid-to-low end segment. The market is expected to be under pressure from March to May, but the 618 shopping festival will provide short-term relief" datetime: "2026-03-19T04:01:27.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279717161.md) - [en](https://longbridge.com/en/news/279717161.md) - [zh-HK](https://longbridge.com/zh-HK/news/279717161.md) --- > 支持的语言: [English](https://longbridge.com/en/news/279717161.md) | [繁體中文](https://longbridge.com/zh-HK/news/279717161.md) # Apple's smartphone sales in China surged by 23% in early 2026, defying market trends, while the Android camp was forced to raise prices due to memory costs According to Zhitong Finance APP, Apple Inc. (AAPL.US) achieved a strong 23% growth in smartphone sales in China during the first nine weeks of 2026, resisting the overall market decline pressure. Previously, some Android phone manufacturers had raised prices due to the rising costs of memory chips. Market research firm Counterpoint released data on Thursday showing that the overall Chinese smartphone market declined by 4% year-on-year from January to early March this year. Despite the government's consumer subsidy policy launched at the beginning of the year, it failed to effectively stimulate weak consumer demand. Apple's sales growth was mainly attributed to discounts on e-commerce platforms and the policy support for its entry-level iPhone 17 model, which is eligible for national subsidies. The report pointed out that Apple's strict control over its supply chain gives it a greater ability to absorb costs compared to its competitors, allowing it to effectively withstand the impact of soaring memory chip prices. The market expects Apple to maintain its current pricing strategy, while competitors are forced to raise prices, which may allow Apple to further expand its market share. Counterpoint analysts stated, "Apple is unlikely to follow the price increases; instead, it will bear some profit pressure to expand its market share during this round of cost crisis." In the context of rising memory costs, Chinese Android camp manufacturers OPPO and vivo have announced price increases for some existing models starting this month. Counterpoint believes this move is not only to cope with cost pressures but also aims to test consumer price sensitivity before the launch of new products, providing reference for pricing the next generation of models. Meanwhile, Huawei has formed an effective cost buffer mechanism due to its high reliance on local suppliers (whose procurement costs are usually lower than those of international memory chip manufacturers). The agency added that Huawei is likely to leverage this advantage to capture more market share in the mid-to-low-end market. Counterpoint predicts that the Chinese market will continue to face pressure from March to May, but with the launch of the "618" mid-year shopping festival in early June, large-scale promotional activities will bring temporary relief. However, the pressure from memory chip costs is expected to persist throughout 2026, forcing all smartphone manufacturers to make difficult balances between cost control, profit maintenance, and shipment targets ### 相关股票 - [Apple (AAPL.US)](https://longbridge.com/zh-CN/quote/AAPL.US.md) - [GraniteShares 2x Long AAPL Daily ETF (AAPB.US)](https://longbridge.com/zh-CN/quote/AAPB.US.md) - [Direxion Daily AAPL Bull 2X Shares (AAPU.US)](https://longbridge.com/zh-CN/quote/AAPU.US.md) - [T-Rex 2X Long Apple Daily Target ETF (AAPX.US)](https://longbridge.com/zh-CN/quote/AAPX.US.md) - [Direxion Daily AAPL Bear 1x Shares (AAPD.US)](https://longbridge.com/zh-CN/quote/AAPD.US.md) - [Kurv Yield Premium Strategy Apple Aapl ETF (AAPY.US)](https://longbridge.com/zh-CN/quote/AAPY.US.md) - [YieldMax AAPL Option Income Strategy ETF (APLY.US)](https://longbridge.com/zh-CN/quote/APLY.US.md) ## 相关资讯与研究 - [Apple's Tim Cook Rejects Retirement Chatter](https://longbridge.com/zh-CN/news/279472281.md) - [Apple avoids new import ban on Apple Watch](https://longbridge.com/zh-CN/news/279830174.md) - [Apple (AAPL) CEO Visits China amid Clampdown on App Store Charges](https://longbridge.com/zh-CN/news/279588612.md) - [Alternative app store AltStore PAL joins the fediverse](https://longbridge.com/zh-CN/news/278774425.md) - [OpenClaw demand in China is driving up the price of used MacBooks](https://longbridge.com/zh-CN/news/279772873.md)