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Apple Offered Big iPhone Discounts—Why Sales Still Fell In China

Consumer Demand & RetailCompany FundamentalsTechnology & Innovation
Apple Offered Big iPhone Discounts—Why Sales Still Fell In China

Apple regained the No. 2 spot in China’s smartphone market during the 2026 618 shopping festival, supported by steep discounts on its latest iPhone lineup. The move suggests improved near-term demand momentum in a key region, though it is incentive-driven rather than a clear fundamental re-rating.

Analysis

Apple regained the No. 2 spot in China’s smartphone market during the 2026 618 shopping festival, supported by steep discounts on its latest iPhone lineup. The move suggests improved near-term demand momentum in a key region, though it is incentive-driven rather than a clear fundamental re-rating.

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