Huawei and Apple Defy China’s Smartphone Market Slump in Q2

Market Trends: Huawei and Apple Defy China’s Smartphone Slump

The smartphone landscape in China is hitting some turbulence. According to the latest data from Omdia regarding Q2 shipments (April-June), the market has seen a 2% decline compared to the same period in 2025. While the overall numbers are dipping, two major players—Huawei and Apple—have managed to swim against the current, recording growth in both shipments and market share.

It’s a tale of two markets: while the industry at large faces pressure, these two giants are capturing consumer interest. Huawei, in particular, saw a massive jump, shipping 15.2 million devices for a commanding 23% market share, up from 18% just a year ago. Apple is also holding strong, moving 12.4 million units to secure a 19% share, an increase from their 15% standing last year.

How the Rest of the Market Is Faring

The competition isn’t having quite as easy a time. Oppo and vivo are currently neck-and-neck, with 16% market shares each, though both experienced a dip in shipments. Xiaomi, which rounds out the top five, faced a more significant challenge with a 21% year-on-year decline, shipping 8.2 million devices.

With total shipments in China sitting at 66.1 million for the quarter, the decline is actually less severe than the 4% drop seen in the global smartphone market. Still, a broader “memory crisis” and rising costs for essential components are forcing manufacturers to adjust their strategies rapidly.

Why Huawei and Apple Are Winning

So, what’s the secret sauce? Omdia’s Principal Analyst, Hayden Hou, points to Huawei’s “relatively stable pricing structure” as a key driver. Their latest releases, including the Pura X Max and the Enjoy 90 Pro Max, have resonated well with buyers. Furthermore, Huawei’s deep integration within domestic supply chains allows them to navigate cost volatility more effectively than their peers.

Apple, meanwhile, is benefiting from a consistent pricing strategy. By keeping their price points steady, they’ve managed to maintain a loyal, premium-tier customer base despite the wider economic caution.

The Outlook Ahead

Looking at the remainder of the year, Omdia predicts a 6% decline for the Chinese smartphone market compared to 2025. While the demand for devices remains, consumers are becoming increasingly selective and cautious about when and why they upgrade their tech. For brands outside the top two, the focus has shifted to streamlining portfolios and finding a sustainable path forward in a more polarized market.