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Apple has reported a surprise fall in iPhone sales in China during the last quarter of 2025. The drop worried some investors, but CEO Tim Cook said the reason was not falling demand. He blamed the supply chain problems that slowed deliveries and affected availability.
Revenue from China went down approximately 4% to $14.5 billion, missing earlier market expectations. Cook said, “It was basically supply constraints that drove the results.” He also mentioned that Apple’s stores in China are seeing strong foot traffic and that the new iPhone 17 series has been received very well.
Cook stayed positive about Apple’s future in China. He said that people still love the brand, and the company expects sales to grow again soon. Apple also reached a new record for service revenue in China, which includes subscriptions like Apple Music and iCloud.
Competition in China has become stronger. Local brands like Huawei and Xiaomi are gaining more attention from buyers with their new phones. Huawei recently took the top spot in China’s smartphone market, while Xiaomi is also doing well with its latest 17 series. Despite that, Apple still hopes to regain ground as supply improves.
Another challenge comes from trade tariffs and changing global supply rules, which have made Apple’s supply network more complex. Cook said the company is working to fix these issues and expects things to get smoother in the coming months.
For the next quarter, Apple predicts total global revenue will grow by 10 to 12 percent. The iPhone 17 and other new devices are expected to drive this growth, especially during the holiday season. Cook said he is excited about the company’s “most powerful lineup ever.”
Experts say Apple’s demand in China remains strong. Government programs that boost consumer spending may also help the company. Even though the last quarter was weaker than expected, Apple believes this is only a short-term problem.
In simple terms, Apple’s drop in China sales happened because of supply delays, not because people lost interest in iPhones. With strong demand, new models, and better supply planning, Apple looks ready to bounce back quickly.
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