Apple to grow strongly in 2026 despite weak Chinese market

Apple is off to a strong start in 2026, clearly distancing itself from the weakening smartphone market in China. While many manufacturers are struggling with declining demand, iPhone sales are rising noticeably. The latest figures show why.

The Chinese market is highly competitive and heavily dependent on price fluctuations. Rising costs and government intervention significantly impact demand. It is precisely in this environment that strategies prove successful and those that fail.

Apple is growing despite a declining market

In the first nine weeks from January to early March 2026, the Chinese smartphone market declined by 4% overall. Apple stood out from this trend, achieving a 23% increase in iPhone sales, according to Counterpoint Research.

Android manufacturers are raising prices

Rising memory chip costs have forced many Android manufacturers to raise their prices. Even government subsidies have not been able to offset the decline in demand. Companies like OPPO and vivo have already implemented price increases (via Reuters).

Huawei is in a somewhat more stable position, as it relies more heavily on domestic suppliers and is less affected by global shortages.

Apple benefits from stable prices

Thanks to long-term supply contracts, Apple was able to maintain more stable prices and mitigate some of the cost pressures. As a result, the base iPhone 17 remains eligible for government subsidies in China.

Additionally, Apple is focusing on e-commerce discounts, which is further boosting demand.

Supply chain as a decisive advantage

Apple's stable supply chain allows it to react more flexibly than many competitors. According to Counterpoint, the company was able to use the situation to potentially expand its market share.

Uncertain outlook

Apple is optimistic in the short term, but does not rule out price increases in the future. A relaxation of the situation is not expected until June at the earliest, when the annual shopping festival in China could generate stronger demand.

A stable strategy puts Apple on a growth path

Apple is growing against the market trend at the beginning of 2026, benefiting from stable prices, targeted discounts, and a robust supply chain. While the competition is under pressure, Apple can further strengthen its position. Whether this will continue depends on future cost and demand developments. (Image: Shutterstock / Wongsakorn 2468)