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China's smartphone market declined 4% year-on-year in Q1 2026, pressured by surging DRAM and NAND memory costs.
Apple achieved 20% YoY shipment growth in China while the market declined 4%.
KEY POINTS
- Apple absorbed memory cost increases internally, unlike rivals who raised consumer prices.
- Huawei's local supply chain insulated it from DRAM and NAND price surges affecting competitors.
- Xiaomi's shipments plunged 35% YoY, dropping it to sixth place due to cautious pricing.
- Counterpoint forecasts a 9% full-year decline for China's 2026 smartphone market.
COMPANIES
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