While the global smartphone market has recently shown signs of recovery, the situation is not the same on a regional basis. Fluctuations in critical markets like China are among the factors affecting the overall outlook. According to Counterpoint Research data, smartphone sales in China declined by 4% in the first two months of 2026 compared to the same period last year.
Phone Sales Dropped in China
According to Counterpoint Research, sales saw a limited recovery in February due to the Chinese New Year effect. However, this increase was not enough to offset the decline in January. Rising memory costs and manufacturers preparing for price increases are among the key factors suppressing demand.
An interesting divergence exists in this process. Apple managed to increase its sales by 23% thanks to strong demand for its iPhone 17 series. Similarly, Huawei is also among the brands strengthening its market position. The company's investments in its local supply chain act as a balancing factor against rising global memory prices.
On the other hand, the situation is more challenging for Chinese manufacturers. Brands like Vivo and Oppo have already confirmed that they will have to increase prices due to rising costs. Expectations for the upcoming period are also not very bright. Analysts believe the market will continue its volatile course between March and May. During this period, pressure on the Chinese market will persist in the short term.
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