The Zhitong Finance App learned that the latest quarterly mobile phone tracking report from the International Data Corporation (IDC) shows that in the second quarter of 2026, the Chinese smartphone market shipped about 66.01 million units, a year-on-year decrease of 4.3%. There has been a year-on-year decline for five consecutive quarters. Since late March, due to the continuous rise in the cost of core components such as storage, Android manufacturers have been forced to raise product prices or adjust configuration plans one after another, clearly suppressing consumers' desire to switch devices. At the same time, the demand-driving effect of the “national subsidy” policy is gradually weakening. Affected by this, during the “618” promotion this year, overall smartphone sales in China fell nearly 15% compared to the same period last year, showing short-term demand-side fatigue.

The Zhitong Finance App learned that the latest quarterly mobile phone tracking report from the International Data Corporation (IDC) shows that in the second quarter of 2026, the Chinese smartphone market shipped about 66.01 million units, a year-on-year decrease of 4.3%. There has been a year-on-year decline for five consecutive quarters. Since late March, due to the continuous rise in the cost of core components such as storage, Android manufacturers have been forced to raise product prices or adjust configuration plans one after another, clearly suppressing consumers' desire to switch devices. At the same time, the demand-driving effect of the “national subsidy” policy is gradually weakening. Affected by this, during the “618” promotion this year, overall smartphone sales in China fell nearly 15% compared to the same period last year, showing short-term demand-side fatigue.