Omdia released its global smartphone market share report for the second quarter (April-June) of this year yesterday, and today it is releasing the picture for the Mainland China market.
Total shipments declined by 2% compared to the second quarter of 2025. Despite this, both Huawei and Apple have managed to increase their shipments and market share.
As you can see below, Huawei shipped a record 15.2 million devices for a 23% market share, up from 12.2 million and 18%, respectively, in the year-ago quarter. Apple, on the other hand, shipped 12.4 million iPhones for a 19% market share, up from 10.1 million and 15% respectively in Q2 2025.
Oppo was in third place with 10.6 million device shipments and 16% market share (down 9%), Vivo posted almost the same numbers – 10.5 million shipments and the same 16% market share (though it was down 11%). Xiaomi rounded out the top five with sales of 8.2 million devices and 12% market share, down 21% year-on-year.
Interestingly, the overall Chinese smartphone market decline in the second quarter was less than the global market, which went down 4% in the same period. Total smartphone shipments in China in Q2 were 66.1 million. The memory crisis and resulting rising component costs are also intensifying market polarization in China.
According to Omdia Principal Analyst Hayden Hou, Huawei’s growth is explained by its “relatively stable pricing structure” as well as “resilient demand in the premium segment.” Both the Pura X Max and Enjoy 90 Pro Max have received good reviews. Huawei can also rely on its strong in-house R&D and “deep synergy with domestic supply chains” to “remain resilient amid cost fluctuations.” The fact that Apple hasn’t raised prices yet has apparently helped, too.
Omdia estimates the Chinese smartphone market will decline 6% over the course of 2025, which should still be lower than the global market. All manufacturers that are not Huawei or Apple are adapting their portfolios to adapt to the new reality. Demand will remain relatively stable, but consumers are “expected to be more cautious about upgrading their devices”.