Today, Canalys released a report stating that in the second quarter of 2025, the smartphone market in mainland China fell by 4% year-on-year, and the growth effect brought about by the national subsidy policy at the beginning of the year began to weaken. The data shows,Huawei regained the first place in the market with shipments of 12.2 million units, accounting for 18% of the market share.
Vivo followed closely with shipments of 11.8 million units, accounting for 17% of the market share.
OPPO (including OnePlus) ranked third with 10.7 million units, accounting for 16%.
Xiaomi posted its eighth consecutive quarter of year-over-year growth, ranking fourth with 10.4 million units shipped.
Apple ranked fifth with 10.1 million units, almost entering the Others category.
Canalys said the market correction in the second quarter was mainly due to changes in the shipment pace brought about by the national subsidy plan in early 2025.
Canalys analysts said that despite the market slowdown, consumer demand remained strong and overall shipments increased slightly year-on-year in the first half.
In order to cope with the ebb of the phone replacement peak at the beginning of the year, major e-commerce platforms and manufacturers launched the "618" promotion in advance in mid-May, combining heavy discounts, installment payment options, and IoT product bundling to continue to drive consumption momentum.
However, in the second quarter, Apple adjusted the pricing strategy of its latest iPhone 16 series, which effectively stimulated and converted stock demand during the shopping season.
However,Previously, Apple’s high price had hindered the brand’s early momentum in leveraging state subsidies.
