Counterpoint Research reports that iPhone 18 Pro demand has been region-specific, with strong performance in China offsetting weaker sales elsewhere. Sales in China surged 29% year-over-year over the first three weeks, driven by increased stock availability and reduced competition from pricier Android devices. However, excluding China, global sales rose only 3.1% compared to the iPhone 17 Pro.
In the US, sales dipped 4% as analysts suggest buyers are waiting for the iPhone Duo. Japan saw a sharper 27% decline, attributed to price hikes and unfavorable exchange rates. Counterpoint notes that 56% of iPhone 18 Pro sales were the Max edition, reflecting a trend toward larger models.
Analyst Sujeong Lim cautions whether China's outperformance reflects durable demand or front-loaded buying, and warns that the later iPhone Duo launch could cannibalize initial sales.
Source: AppleInsider · Summarized by HeadlinesBriefing