Apple’s Exports Erode in China’s Competitive Market
Apple has experienced a 9 percent year-on-year decline in smartphone shipments to China in the first quarter of 2025, according to technology research firm IDC. Among the top manufacturers, Apple was the only brand to face a drop in exports during this period, Reuters reports.
The American tech giant, which currently holds the fifth position in China’s smartphone market, shipped 9.8 million units in the first quarter, down from its previous quarter’s market share of 17.4 percent to 13.7 percent. This marks Apple’s seventh consecutive quarterly decline in exports to China.
In contrast, market leader Xiaomi increased its shipments by 40 percent during the same period, reaching 13.3 million units. Overall, the Chinese smartphone market witnessed a 3.3 percent increase in shipments.
IDC analyst Will Wang noted, “Apple’s premium pricing structure made it ineligible to benefit from the new government subsidy initiative.” Launched in January this year, the subsidy offers a 15 percent rebate on electronic goods priced at or below 6,000 yuan (approximately USD 820). As a result, budget smartphone makers gained a competitive edge while Apple lagged behind.
Analysts suggest that in order to maintain its position in this increasingly competitive market, Apple may need to adopt new strategies.
