US company Apple has dropped out of the top five mobile phone sellers in China for the first time since 2020, according to second quarter data compiled by consultancy Canalys.
Sales of iPhones in China during the three months ending in June fell by 2% compared to the same period last year, putting Apple in sixth place on the list of top sellers, which includes local brands Vivo, Oppo, Honor, Huawei and Xiaomi, according to the Canalys report.
Lucas Zhong, an analyst at the consultancy, noted that ‘this is the first quarter in history in which Chinese vendors dominate the top five positions’.
‘Chinese vendors‘ strategies for high-end products and their deep integration into local supply chains are starting to pay off in terms of hardware and software,’ said Zhong, who warned that the Californian company ‘is instead at a bottleneck’.
The mobile phone market in mainland China grew 10% year-on-year in the second quarter of 2024, surpassing 70 million units shipped. Vivo regained the top spot with 13.1 million units sold, taking 19 per cent of the market share, followed by Oppo with 11.3 million handsets and Honor with 10.7 million.
Huawei followed closely behind with 10.6 million handsets sold, while Xiaomi's 10 million mobile phones put it in fifth place.
‘The Chinese market is finally catching up with the speed of global recovery,’ noted Amber Liu, research manager at Canalys, who added that ’it's largely down to the supply side, which is taking advantage of significant discount events and promotions, which in 2024 started earlier than in previous years.’
In the first quarter, Huawei's mobile operating system, HarmonyOS, overtook Apple's iOS in market share in China for the first time, according to Counterpoint Research.
In the last quarter of 2023, Huawei, hit in recent years by US sanctions, became the leading tablet manufacturer in China, also overtaking Apple for the first time.

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