Apple(US:AAPL) Zhi Tong Cai Jing·2025-11-18 06:33Core Insights - Apple's iPhone 17 series has driven a 37% increase in monthly smartphone sales in China, indicating strong momentum in a key market [1] - In October, one in four smartphones sold in China was an iPhone, marking Apple's first time reaching this market share threshold since 2022 [1] - The sales of each subsequent iPhone model, from the iPhone 17 priced at 5999 yuan (approximately 850 USD) to the 17 Pro Max at 8999 yuan, have exceeded their predecessors by double-digit percentages [1] Market Performance - The overall smartphone market in China grew by 8%, recovering from previous struggles despite government subsidies [1] - Apple's new iPhone models account for over 80% of its total sales, with rising average selling prices contributing to revenue growth [1] - OPPO's smartphone sales increased by 19% in October, driven by demand for its Find X9 model, while Huawei's sales fell by 19% due to the absence of new releases [1] Competitive Landscape - Huawei remains Apple's strongest competitor in China, with plans to launch its new flagship device next week [1] - Despite the upcoming Huawei Mate 80 series release on November 25, current indicators suggest that Apple's sales momentum is stable [2]