Apple(US:AAPL) Guan Cha Zhe Wang·2026-01-30 13:48Core Viewpoint - Apple's strong rebound in the Chinese market is highlighted in multiple reports following the release of its latest financial results, showcasing significant growth in iPhone sales and overall revenue [1][2]. Group 1: Financial Performance - In the fourth quarter, Apple's revenue increased by 16% year-over-year, reaching a record high of $144 billion [1]. - iPhone revenue amounted to $85.269 billion, representing a substantial 23% year-over-year growth and accounting for 59.3% of total revenue [1]. - In the Greater China region, iPhone revenue surged to $25.5 billion, up nearly 38% from $18.5 billion in the same quarter last year [1]. Group 2: Market Dynamics - Cook noted a double-digit percentage increase in foot traffic to Apple’s physical stores in China, along with a significant rise in users switching from competitors to Apple [2]. - The installed base of Apple products in Greater China and mainland China reached historical highs, indicating strong consumer resonance with Apple's offerings [2]. - Demand for other Apple products, such as MacBook and Apple Watch, is also healthy, with many buyers being new users, suggesting further market expansion potential [2]. Group 3: Competitive Landscape - According to IDC, Apple led the market with 16 million units shipped in the fourth quarter of 2025, achieving a market share of 21.1%, a 21.5% increase year-over-year [3]. - Apple's recent strong performance in Greater China is particularly noteworthy given its previous struggles in the market due to intense competition from local brands [3]. - Analysts suggest that Apple's resilience is attributed to strategic supply chain adjustments and price adjustments to enhance product competitiveness [3].