Apple is finally seeing a turnaround in China, with iPhone sales climbing 8% in the second quarter of 2025 — its first quarterly increase in the region since 2023. The bump, according to a new report from Counterpoint Research, was largely fueled by timely promotional pricing on the iPhone 16 Pro and Pro Max models.
The discount strategy coincided with China’s major 618 shopping festival, and according to Counterpoint, Apple’s price cut “was well timed and well received.” However, Apple wasn’t the only brand making gains. Rival Huawei posted a 12% sales increase in the same period, thanks to strong brand loyalty and product refresh cycles.
Despite this win, Apple’s stock has dropped 15% this year amid fears over Trump’s proposed 25% tariff on iPhones made outside the U.S. The company’s shift in production to India has put it in the crosshairs of this new policy. Still, with Chinese momentum returning, Apple’s strategic pricing may be key to staying competitive in a volatile global market.
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