IDC: Apple Grows 33.3% in China as Market Declines 3.3% in Q1 2026

Counterpoint says 20% and -4%

China smartphone shipments fell 3.3% in Q1 2026 to 69M units, with Huawei and Apple driving premium demand despite rising costs and supply constraints.

Source: IDC

Separately, CounterPoint research reports;

China’s smartphone shipments declined 4% YoY in Q1 2026, as memory shortages disrupted supply and drove up costs across OEMs.

Huawei led the market in Q1, supported by its domestic supply chain advantages and stable pricing. As a result, the brand recorded its highest-ever quarterly share in China since Q4 2020.

Apple delivered the strongest growth among the top six brands, and it is widely seen as best positioned to navigate the memory crunch.

NB: Both researchers say Apple share in China is about 19%, nearly tied with Huawei at 20%…

…. The big loser seems to be "Other" down 32%. Clearly Apple management saw this coming and guided accordingly.

Some analysts are increasing their targets finally realizing that the memory supply crisis might be beneficial to Apple. This should have been noted already three months ago when Apple provided extraordinary guidance for the March quarter.