Huawei strengthens his position as leader in China, but Apple grows after two years of falls

Just a few hours ago we talked that the smartwatches market has decreased by 2%. In fact, it may motivate Apple to launch an input range model. Now, if we look at the Chinese smartphone market, it has registered a slight year -on -year increase in the second quarter of 2025, according to preliminary data from Counterpoint. This growth has been mainly driven by the excellent performance of Huawei and Apple, which have stood out with a strong increase in their sales compared to the same period of the previous year.

In fact, Huawei is expected to experience greater growth between brands main, which would allow him to reach first position in the Chinese market. This advance is greatly attributed to the loyalty of its users, who continue to update their old devices with the new releases that the company has launched.

The impulse of promotions and government subsidies

Now, the most striking news is that, after two years of falls, Apple has also seen a notable increase in its sales, close to the two digits. Success has focused on models iPhone 16 Pro and Pro Maxwhose demand was favored by a strategic price adjustment in May. Note that this measure was aligned with a government subsidies program and occurred just before the 618 purchasing festival.

Despite this impulse, the total volume of sales during the 618 festival period remained stable compared to the previous year, indicating a most restrained spending by consumers. However, Apple managed to position itself as the best selling brand during the event, placing three of its iPhone models among the most popular.

As we have already said, analysts point out that the performance of the quarter has been very supported by the national subsidy for the purchase of smartphones. So the possible reduction of this program in the second half of the year could cause a new reduction in sales.