Apple’s China iPhone Sales Are Up. Thank Memory Cost Increases.
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Apple iPhone sales outperformed competitors in China, new data show, signaling the company’s ability to persevere against a volatile industry backdrop. For the first nine weeks of 2026, overall China smartphone sales declined 4% from the prior year, according to a report published by Counterpoint Research on Thursday. This has caused a shortage in supply, but it’s been a tailwind for suppliers such as Micron Technology which reported second-quarter revenue growth of 196% on Wednesday night.
📄 Summary
Apple iPhone sales outperformed competitors in China, new data show, signaling the company’s ability to persevere against a volatile industry backdrop. For the first nine weeks of 2026, overall China smartphone sales declined 4% from the prior year, according to a report published by Counterpoint Research on Thursday. This has caused a shortage in supply, but it’s been a tailwind for suppliers such as Micron Technology which reported second-quarter revenue growth of 196% on Wednesday night.