Huawei Maintains Leadership in China's Smartphone Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 12 2026
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Should l Buy AAPL?
Source: Newsfilter
- Market Sales Decline: According to Counterpoint Research, China's smartphone sales fell 23% year-on-year in January 2024, primarily due to a high base in 2025 and a shift in the timing of Chinese New Year promotions, indicating signs of weakened market demand.
- Huawei's Sales Performance: Despite the overall market contraction, Huawei maintained its leading position in January, although its sales declined by 27% year-on-year, reflecting the challenges the brand faces in a highly competitive environment.
- Xiaomi's Significant Drop: Xiaomi experienced the largest decline among domestic brands, with sales down 36% year-on-year in January, highlighting increasing pressure in the battle for market share.
- Apple's Counter-Trend Growth: In stark contrast to other brands, Apple saw an 8% year-on-year sales increase in China, driven by the strong performance of the iPhone 17 series, indicating its continued appeal in the premium market.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 255.630
Low
239.00
Averages
306.89
High
350.00
Current: 255.630
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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