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After a long dry spell, Apple (AAPL) has finally turned a corner in China. For the first time since the second quarter of 2023, iPhone sales in the nation grew 8% year-over-year (YOY) in Q2 2025. The turnaround, as per Counterpoint Research, breaks a two-year streak of declining sales in one of Apple’s most strategically vital markets.
Several levers drove this sudden change in tide. Apple slashed prices aggressively in May, a move timed deliberately ahead of China’s 618 shopping festival. The strategy, coupled with support from a national subsidy program aimed at encouraging smartphone upgrades, triggered a noticeable spike in demand.