Apple (AAPL) iPhone Sales Surge 23% in China — But Can It Last?

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Apple AAPL -1.69% ▼ has kicked off 2026 with a strong start. According to data from Counterpoint Research, iPhone sales in China surged 23% during the first nine weeks of the year, driven by e-commerce discounts and state subsidies on the base iPhone 17 model. Counterpoint noted that Apple is likely to absorb some margin pressure rather than raise prices, using the opportunity to expand market share while competitors adjust their pricing strategies.

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For context, Counterpoint is a global market research firm specializing in mobile devices, technology trends, and consumer electronics analytics.

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