逆势独涨！苹果iPhone 17在华1月销量涨8%，市场份额升至并列第一

Core Insights - Apple's iPhone was the only smartphone line to achieve sales growth in China in January, amidst a market decline of 23% [1][3] - The iPhone 17 series contributed to an 8% growth in sales, increasing Apple's market share to approximately 20%, tying with Huawei [1][3] Group 1: Market Performance - Counterpoint Research noted that Apple became the only major brand to achieve year-on-year growth, reaching its highest market share in January over the past five years [3] - The iPhone 17 base model has become eligible for subsidies, enhancing its value proposition and driving a 9% month-on-month sales increase [3] - Apple's flagship products saw a significant recovery since the launch of the new models in September, leading to record shipments during the holiday period [3][4] Group 2: Financial Results - Apple's total revenue reached a record $143.8 billion for the first fiscal quarter ending December 27, 2025, representing a 16% year-on-year increase, surpassing analyst expectations of $138.4 billion [3][4] - Earnings per share were reported at $2.84, exceeding the market expectation of $2.68 [3][4] - iPhone revenue for the quarter was $85.3 billion, a 23% year-on-year increase, significantly above the analyst forecast of $78.2 billion, marking the best quarterly performance in history [4] Group 3: Regional Highlights - The Greater China region was a standout in the latest financial report, generating $25.5 billion in revenue, a 38% year-on-year increase, far exceeding the market expectation of $21.8 billion [4] - iPhone sales in the region set new records, with a double-digit growth in the conversion of Android users to the Apple ecosystem [4]