Counterpoint Research reports that iPhone 18 Pro and iPhone 18 Pro Max sales in the US fell 4% during their first three weeks of availability compared to the iPhone 17 Pro series last year. Japan experienced a 27% drop, attributed to exchange rates amplifying price increases. In contrast, China saw a 29% increase in sales, driven by better early supply and price hikes on competing Android flagship models.
Excluding China, global sales growth was significantly weaker. The iPhone 18 Pro Max accounted for 56% of Pro-series sales, down from 57% last year, due to higher prices and stronger demand for the smaller Pro model in emerging markets like India and Southeast Asia. Counterpoint Associate Director Sujeong Lim noted that the iPhone Duo, launching in Week 43, could either generate incremental demand or cannibalize Pro Max sales.
Whether China's performance reflects durable demand or front-loaded buying remains to be seen.
Source: 9to5Mac · Summarized by HeadlinesBriefing