Reuters: Apple’s iPhone shipments in China grew five-fold in March

From “Apple shipped 2.5 million iPhones in China in March following virus slump: government data” posted Tuesday on the Reuters newswire:

Apple shipped roughly 2.5 million iPhones in China in March, a slight rebound after one of its worst months in the country ever, according to government data published on Friday…

Mobile phone shipments in China in March totalled 21 million units, according to data from the China Academy of Information and Communications Technology (CAICT), a government think tank.

That was a more than three-fold increase from February, yet still down roughly 20% compared with March 2019.

 Chinese retailers largely resumed operations by early March, with brick-and-mortar outlets re-opening and e-commerce logistics getting back in gear after the virus and tough containment measures brought much of the economy to a standstill in the first two months.

Apple shipped roughly 500,000 phones in China in February, according to the CAICT.

 My take: Friday’s data. I posted a note on this yesterday.

See: Signs of improvement for Apple in Chinese smartphone data


  1. Dan Scropos said:
    The SE 2/iPhone 9 will only make that number explode. That phone represents tremendous value and many that still prefer Touch ID over the newer bezel-free models.

    April 14, 2020
  2. Jerry Doyle said:
    Chinese online retailers have been offering discounts on iPhone 11s. Apple normally doesn’t grant third party retailers permission to discount its phones.

    To spur iPhone sales in early 2019 Tim Cook granted permission for such discounts. Tim told us those discounts later helped Apple to recover sales. So, it now seems he is doing the same to recover sales from COVID-19. It’s a mirror picture from 2019 with the trade tariffs when he warned investors that the company would not meet its revenue guidance for the coming quarter and now it is for both the Chinese supply chain disruption and existing consumer demand in the country.

    It also was interesting to read in the Asian news that Chinese consumers were going for the 5G devices offered by competitors as Chinese consumers were ready to purchase new 5G phone models compatible with the country’s upgraded telecommunications networks. Apple only offers 4G phones and the news article denoted those devices were expensive compared to their counterparts. I do not see such consumer interest in the states for 5G phones, at least not yet.

    April 14, 2020
  3. Jonny Tilney said:
    Hedge Fund guy Daniel Niles is now, well, lets say ‘perplexed’..

    April 14, 2020

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