Core Insights - Apple's smartphone sales in October increased by 8% year-on-year, driven by a 37% growth in iPhone sales, particularly the iPhone 17 series [1][6] - The iPhone 17 series has achieved significant sales, with over 80% of new iPhone sales coming from this model, leading to an expected rise in overall sales due to increased average selling prices [1][6] - October marked Apple's best-ever Q4 start, with iPhones accounting for one in four smartphones sold in China, a feat only previously achieved in 2022 [4][6] Company Performance - OPPO emerged as the second-largest growth driver in the domestic smartphone market, thanks to its flagship Find X9 series and the youth-oriented Reno 14 series, exceeding expectations [6] - Xiaomi launched its Xiaomi 17 series early, along with a diverse product lineup, allowing it to reclaim the second position in the domestic market for the first time in over a decade [6] - Apple's sales momentum remains strong entering November, with expectations of achieving the best quarterly performance in December, despite potential competition from Huawei's upcoming Mate 80 series [6]
Counterpoint Research:中国10月智能手机销量同比增长8% iPhone Q4销量持续攀升