Apple carried China's Singles Day shopping festival into sales growth. Apple's iPhone series accounted for 26% of smartphone sales in the one-month promo period that ended on November 11.
Per Counterpoint's numbers, removing the iPhone 17 series numbers would leave the Singles Day festival at a 5% year-on-year decline. According to data firm Syntun's numbers, 2025's Singles Day totalled 1.70 trillion CNY ($240 billion, €208 billion) across platforms, up from 1.44 trillion CNY in 2024.
Still, declining consumer interest this year, driven by a property crisis and income security concerns in Chinese customers, threatened Singles Day festival sales.
Xiaomi accounted for the second-largest share of smartphone sales with 17%, thanks to an earlier Xiaomi 17 series launch. Huawei dropped from 17% in 2024 to 13% this year. The brand just unveiled its Mate 80 series this week, missing the promotion.
Simple. The Chinese can’t do software, which is why they compensate with hardware.
Would you have said the same thing if Apple copied the professional copiers? 🤭.
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