China’s smartphone shipments fell 4% year over year in the first quarter of 2026, according to data from Counterpoint Research, with Apple delivering the strongest growth among the top six brands.

Counterpoint’s Market Monitor Tracker attributed the decline primarily to a high base effect from last year’s government subsidy program and rising component costs. Counterpoint noted that February’s Lunar New Year promotions provided a slight boost, but said the “magnitude of these discounts was hampered by…

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