Counterpoint：苹果iPhone出货量飙升28%，领跑中国市场

Core Insights - Apple's iPhone shipments in the Chinese market grew by 28% during the holiday season, reclaiming the top market position despite increasing memory chip shortages [1] - The iPhone 17 series attracted a significant number of consumers, with Apple's phones accounting for one-fifth of total shipments in December [1] - Memory prices are expected to rise further, with an anticipated increase of 40% to 50% in Q1 2026, followed by an additional 20% rise in Q2 2026 [1] - Smartphone manufacturers are expected to optimize their product portfolios, focusing on reducing the scale of low-end models to maintain profit margins [1]