Apple reported a significant resurgence in the Chinese market during November. Foreign smartphone shipments, primarily iPhones, soared 128.4% year-over-year.
Data from the China Academy of Information and Communications Technology (CAICT) confirmed 6.93 million foreign-branded units shipped in the month. This surge is largely attributed to strong demand for the new iPhone 17 series.
The dramatic increase signals Apple is effectively reclaiming ground against local competitors in the highly competitive region.
Analysts expect the strong November performance to significantly boost Apple’s December quarter results. This period marks the first quarter of the company's 2026 fiscal year. The news reinforces a positive outlook, with analysts maintaining a "Moderate Buy" consensus for the stock.