Apple iPhone shipments jump in China, fueling strongest quarterly revenue growth
Apple's iPhone shipments in China surged 66.3% year‑on‑year to 3.28 million units in June 2026, while the overall Chinese smartphone market fell 15.3% to 19.15 million units. The rebound made Apple the dominant foreign brand, holding about 18% of the Chinese market in the second quarter.
Analysts expect Apple to report its fiscal third‑quarter revenue of $108.65 billion for April‑June 2026, a 15.5% increase from a year earlier and the strongest June‑quarter growth in five years. Strong iPhone sales, aided by unchanged pricing despite component‑cost pressures, lifted global iPhone shipments 3% and pushed Apple’s worldwide smartphone share close to 20%. The company’s shares have risen roughly 25% this year, briefly lifting its market value above $5 trillion.
Entities: Apple Inc. · China · China Academy of Information and Communications Technology (CAICT) · iPhone
Claims
What the coverage asserts, and how well corroborated each claim is across sources.
- [○ 1 SOURCE] Apple held roughly 18% share of the Chinese smartphone market in Q2 2026. (CAICT data)
- [○ 1 SOURCE] Total smartphone shipments in China fell 15.3% year‑on‑year to 19.15 million units in June 2026. (China Academy of Information and Communications Technology)
- [○ 1 SOURCE] Apple shares have risen about 25% this year, briefly pushing its market value above $5 trillion. (Market data)
- [○ 1 SOURCE] Apple kept iPhone prices unchanged while many competitors raised smartphone prices during the quarter. (Company pricing strategy)
- [○ 1 SOURCE] Apple iPhone shipments in China rose 66.3% year‑on‑year to 3.28 million units in June 2026. (Reuters calculations from CAICT data)
- [○ 1 SOURCE] The quarter would represent Apple’s strongest June‑quarter revenue growth in five years. (Analyst expectations)
- [○ 1 SOURCE] Apple is forecast to post $108.65 billion revenue for its April‑June 2026 quarter, a 15.5% YoY increase. (LSEG analyst consensus)
- [○ 1 SOURCE] Global iPhone shipments increased 3% in the quarter, raising Apple’s smartphone market share to nearly 20%. (Counterpoint research)