Apple had a lousy year in the world's largest smartphone market, surrendering its crown to Vivo

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Apple iPhone 16 family
While the world's top smartphone market research firms can't seem to agree on the name of last year's biggest global vendor, Canalys is out today with a new report that makes it pretty clear who won the great Chinese battle of 2024.

This just so happens to be the largest smartphone market in the world in addition to the most populous nation, mind you, so naturally, losing the crown to local hero Vivo after winning the regional title back in 2023 has to feel like a very bitter pill to swallow for Apple's top executives and shareholders.

Apple couldn't even take last year's silver medal


Yes, ladies and gents, as shocking as it may sound, it appears that both Vivo and Huawei managed to defeat the Cupertino-based tech giant in Chinese smartphone shipments in 2024 after ranking second and sixth (!) respectively in the previous year

Although Vivo's achievement is undeniably impressive, Huawei arguably deserves to receive even more praise for pulling itself up from the deepest pits of irrelevance just a couple of years ago to a position from where the brand can probably go for gold in 2025.


Huawei's 37 percent progress in yearly sales from 33.5 to 46 million units easily exceeds Vivo's own solid growth of 11 percent between 2023 and 2024 while absolutely crushing Apple, Oppo, and Honor's shrinking numbers. Of the three, Apple saw its figures drop by the largest margin, and if iPhone popularity doesn't quickly bounce back in China, both Oppo and Honor have a good chance at taking home the bronze medal this year.

In terms of market share, the podium battle was so incredibly close that Apple, Oppo, and Honor effectively ended 2024 in a three-way tie, with Vivo and Huawei not very far ahead either. Interestingly, the "others" group jumped from a combined total of 55.3 million unit shipments in 2023 to 61.6 million in 2024, crucially helping the Chinese market grow by 4 percent after two consecutive years of painful declines.


That's certainly not a massive improvement, boosting regional sales from 272.5 to 284.6 million units, but it's definitely better than no improvement at all, and intriguingly, it might beat this year's progress, which is currently predicted to take the market to only a little over 290 million units.

The iPhone 16 series didn't exactly sell like hotcakes in Q4


At first glance, Apple can find a little solace for its disappointing full-year Chinese sales result in its Q4-leading 13.1 million unit tally. But when you consider iPhones had an 8 percent market share advantage over Honor handsets in the final three months of 2023, it's hard to view the microscopic edge registered between October and December 2024 as a true victory for Apple.

In fact, both Vivo and Huawei technically tied Apple's Q4 2024 market share, losing the crown by only 200,000 unit shipments, which highlights the relatively muted consumer response to the iPhone 16 family. Don't get me wrong, this was still a decent box-office hit by normal industry standards, but compared to the iPhone 15 series a year before, it performed rather poorly, facing some tough competition from better-than-ever "domestic flagship devices."

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Interestingly, Huawei was not the quarter's best performer, yielding that honor to Xiaomi, which however couldn't break into the year's top five vendors group despite remarkably achieving four consecutive quarters of market share growth in 2024.

As far as the industry's overall growth drivers are concerned, Canalys researchers mentioned AI "innovations", the increasingly premium designs and "robust durability" of affordable products, and foldable form factor "breakthroughs" in the firm's latest report... without elaborating on the influence and importance of each of these individual aspects. What's clear is that Apple's first foldable iPhone can't come soon enough, and the same goes for the budget-friendly iPhone SE 4, aka iPhone 16E.
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