macro

Foreign-brand phone shipments in China drop 14.8% in September

Shipments of foreign-brand phones in China, Apple included, fell 14.8% year on year in September to 3.65 million, Reuters calculations based on CAICT data show.

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what happened

Shipments of smartphones from foreign brands sold in China, Apple among them, dropped 14.8% year on year in September to 3.65 million units, according to Reuters' own calculations using figures from the China Academy of Information and Communications Technology (CAICT), a government-affiliated research body.

Across all brands, deliveries into the Chinese market declined 21.7% annually to 21.86 million units last month, the CAICT data released on Wednesday showed.

why it matters

A steeper drop for foreign brands than for the market as a whole points to weaker demand for premium devices, including Apple's products. For investors, it is a signal of pressure on revenue for handset makers in one of the world's largest phone markets.

market impact

Apple and phone makers: weak demand in China pressures unit sales and revenue

tags

instruments

AAPLFXI

sources

  1. Shipments of foreign-branded phones in China fall 14.8% y/y in September, data shows — Reuters, 21 October 2026 at 02:30 UTC

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