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Investing.com -- Smartphone shipments in China reached 50 million units over January and February 2025, marking a 15% increase from the same period last year, according to IDC.
The growth was largely driven by seasonal demand around Chinese New Year, with January shipments rising 21% year-over-year (YoY) and February up 3%.
“We view the increasing overall shipment volume as positive,” Macquarie analyst Hiroshi Taguchi said in a note.
Among major brands, Xiaomi (OTC:XIACF) Corp (HK:1810) led with a 46% surge in shipments, followed by Vivo at 17%, Huawei at 12%, and Oppo at 10%. Apple (NASDAQ:AAPL) saw a muted growth of 1%, while Honor (SZ:300870) recorded a 5% decline.
iPhone shipments in China rose 10% year-over-year in February, recovering from a 3% decline in January. For the combined two-month period, shipments were up 1% compared to the previous year.
Taguchi believes that iPhone shipments “have not deteriorated to the extent feared by the market.”
Demand was strong across all price segments. Entry-level models priced below $200 rose 12%, mid-range devices in the $200–600 range climbed 14%, and high-end models above $600 posted a 19% increase.
Foldable smartphones also saw modest growth, with 1.2 million units shipped over the two-month period, up 4% year-over-year. Huawei’s Mate X5, X6, and nova Flip, along with Honor’s Magic V3 and Xiaomi’s MIX Flip, contributed to the gains in this category.
“We view the increases in high-end smartphone and foldable smartphone shipments as incrementally positive for Japanese electronic component makers,” Taguchi added.
The average battery size in premium smartphones continued to rise, reaching 4,801mAh—a 9% year-over-year increase. IDC noted that battery capacity has been trending higher across the high-end segment.