AInvest Newsletter
Daily stocks & crypto headlines, free to your inbox
Apple's China sales down 1.6% y/y while Huawei up 17.6% y/y in Q2, says Counterpoint
ByAinvest
Monday, Jul 21, 2025 10:17 pm ET1min read
Apple's China sales down 1.6% y/y while Huawei up 17.6% y/y in Q2, says Counterpoint
In the second quarter of 2025, Apple experienced a 1.6% year-over-year decline in its China smartphone sales, according to Counterpoint Research. This drop was offset by robust double-digit growth in emerging markets, allowing Apple to maintain its second position in the global smartphone market [1]. Meanwhile, Huawei saw a significant 17.6% year-over-year increase in its China smartphone sales, reclaiming the top spot in the country's market [2].Apple's performance in China was affected by macroeconomic headwinds and intensifying local competition, despite topping sales during the 618 online shopping festival. The brand's year-over-year growth in emerging markets helped offset the decline in China, contributing to a 1.5% global growth in smartphone shipments [1].
Huawei's resurgence is attributed to its focus on premium smartphones and heavy investment in domestic innovation. The company's latest flagship models, including the Mate 70 and Pura 80 series, have attracted strong consumer interest, particularly among buyers seeking high-end, Chinese-made devices [2].
The overall smartphone market in China is slowing down, with total shipments falling by 4% year-over-year in Q2 2025. Weak consumer confidence and the expiration of government subsidy programs are cited as factors contributing to the market slowdown [2].
Nvidia, an AI chip manufacturer, is expected to soon resume shipping its H20 artificial intelligence (AI) chips to China, following an export halt caused by stricter controls. This development is significant as it will allow Nvidia to recoup losses from halted sales and maintain its position in the AI chip market [3].
References:
[1] https://telecomlead.com/smart-phone/apples-q2-2025-smartphone-market-performance-insights-from-idc-and-canalys-121706
[2] https://thetechportal.com/2025/07/16/huawei-tops-chinas-smartphone-market-after-4-years-secures-18-1-market-share/
[3] https://www.caixinglobal.com/2025-07-17/nvidia-will-soon-be-allowed-to-resume-sales-of-ai-chips-to-china-ceo-says-102342276.html
Ainvest News articles are AI-generated using advanced large language model (LLM) technology designed to analyze and synthesize publicly available data and news. While AI tools assist in producing initial drafts and insights, all AI generated content published on Ainvest is subject to comprehensive human editorial review before publication. A designated human editor reviews, verifies, and approves each article for factual accuracy, coherence, and compliance with AInvest Fintech Inc’s editorial and disclosure standards.
Despite these review procedures, the information provided may still contain inaccuracies, incomplete data, or time sensitive references due to the inherent limitations of AI generated analysis and evolving changes. The material is provided strictly for informational and educational purposes and does not constitute personalized investment, legal, or financial advice. Readers should independently verify all facts, figures, and statements before making any decision based on this content.
AInvest Fintech Inc. its affiliates, and partners accept no liability or responsibility for any direct or consequential losses arising from reliance on this content. All articles and analyses are subject to revision, update, or removal without prior notice to maintain accuracy and integrity in our publications.
Comments
No comments yet