Following recent market reports that suggested iPhone sales were bouncing back in China, Apple CEO Tim Cook confirmed today that the company managed to reverse the slowdown, with overall revenue in the region rising 4% last quarter.
Apple’s joining of government-backed subsidies in China paid off
During Apple’s Q3 2025 earnings call today, Cook said iPhone sales accelerated across Greater China, with the company growing revenue in the region by 4% compared to the previous quarter.
Cook said the number of iPhone upgraders in mainland China hit an all-time high for the quarter ended June 28, though he didn’t provide specific figures. He also noted that Apple’s installed base in the region reached a new record.
Although Cook credited the rebound in part to government-backed subsidies on some Apple products, he also pointed to strong demand across the rest of Apple’s lineup in the region:
“(…) iPhone had the top three models in urban China, which is extraordinary. Also, if you look at the other products, Mac, iPad, and Watch, the majority of customers that are buying in China mainland were new to the product. (…) The MacBook Air was the top-selling laptop model in all of China, and the Mac Mini was the top-selling desktop model in all of China.”
During his prepared remarks, Apple CFO Kevan Parekh also mentioned that “iPhone was a top-selling model in the U.S., urban China, the UK, Australia, and Japan during the June quarter,” and that “we grew in every geographic segment and saw double-digit growth in Europe, Greater China, and the rest of Asia-Pacific.”
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