DriversRecommendedOutdated drivers can make a good PC feel brokenScan driver issues before chasing fixes manually.Scan NowOctober DealsAmazon USOctober deal check: compare before you payAmazon US: current deals, useful picks and tech finds.Check DealsSlow PC?RecommendedPC slow today? Run a repair scan before it gets worseResolve common Windows issues and optimize system performance.Scan Now×
Skip to content
The Finance Base
The Money Desk · Blog
Re:

Huawei Is Reviving Its Position in China, but the Smartphone Market Is Still Shrinking

Huawei is regaining ground in China, but falling shipments in the first half of 2026 point to selective resilience—not a broad smartphone-market recovery.
From TheFinanceBase Team6 min to read
Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Huawei is gaining ground in China, but that is not the same as a market-wide recovery. Mainland smartphone shipments fell in both the first and second quarters of 2026, even as Huawei and Apple held up better than many competitors. New Huawei models are helping the company regain share; current data does not yet show them reversing the wider downturn.

What the latest figures say about China’s smartphone market

Shipment estimates point to a weak market with pockets of resilience. IDC reported that mainland China smartphone shipments fell about 3.3% year over year in Q1 2026, while Omdia estimated 66.1 million shipments in Q2, down 2% year over year. These are separate firms’ estimates and should not be treated as a single continuous dataset. IDC’s Q1 2026 analysis; Omdia’s Q2 2026 estimate.

Shipments measure phones sent into distribution channels, not necessarily phones already bought by consumers. Retailer restocking can lift shipments before sell-through improves. Revenue and average selling prices can also rise when premium phones make up a larger share of sales, even while unit volumes fall. The current figures support selective premium resilience, not a broad-based rebound in consumer demand.

A shorter-term signal was weaker: Counterpoint reported that smartphone sales during its two-week tracking period around China’s May 2026 holiday were down 16% year over year. That window is not a full-quarter result, but it illustrates why a launch or holiday snapshot should not be mistaken for a sustained recovery. Counterpoint’s May holiday-period tracking.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Huawei’s comeback is real, but measure it carefully

IDC said Huawei remained China’s smartphone market leader in Q1 2026. In a separate period and measurement set, Counterpoint reported Huawei held an 18.1% shipment share in Q2 2025, up from 15% a year earlier. The latter figure is not a Q2 2026 share estimate, and market-share results vary by research firm and methodology. Counterpoint’s Q2 2025 report.

Huawei’s relative strength amid falling total shipments means it can gain share without expanding the market. Some of that gain may come from customers choosing Huawei instead of another brand; the available figures do not establish which competitors lost each share point. For longer-term context, Counterpoint maintains a quarterly China share tracker, but its results should be read with their specific period and metric. Counterpoint’s China smartphone share tracker.

Which Huawei releases are supporting demand?

Mate 80: a flagship with better availability

The Mate 80 family gives Huawei a current flagship range. IDC attributed part of Huawei’s Q1 resilience to improved Mate 80 supply, an important change from launches constrained by limited availability. Better supply makes demand easier to serve, but it does not by itself prove that the market’s underlying replacement cycle has accelerated. Huawei lists the Mate 80 Pro Max on its China product page.

Rank #2
Sale
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
  • Ideal for Gifting
  • Ideal for a bookworm
  • Compact for travelling

Flagship buyers may value camera features, connectivity, domestic hardware and services, or integration with other Huawei devices. Those are possible overlapping motivations, not a measured breakdown of why buyers chose the Mate 80. Buyers comparing it with iPhone, Xiaomi, vivo, OPPO, or Honor models should compare the exact China-market configuration and required apps rather than infer equivalent performance or software support from brand positioning alone.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Pura X and Pura X Max: visibility in foldables

IDC reported more than 1.5 million Pura X units shipped in Q1 2026. That is a shipment figure, not confirmed consumer sell-through. Omdia later cited the Pura X Max among products supporting Huawei’s Q2 response. IDC’s Q1 report; Omdia’s Q2 report.

Foldables can lift a brand’s visibility and premium mix, but the reported volume does not show whether the category is expanding the total market or mostly shifting buyers between brands. Foldable customers may also be early adopters rather than representative of mass-market demand. A strong foldable line therefore matters to Huawei’s competitive position without proving a broad recovery in smartphone units.

Enjoy 90 Pro Max: wider price-tier coverage

Omdia also identified the Enjoy 90 Pro Max as a product supporting Huawei’s favorable market response. Its inclusion matters because a comeback built only on high-priced flagships could leave Huawei exposed to cautious buyers. The evidence does not isolate how much this model contributed or show that it caused broader market improvement.

Why buyers may be returning to Huawei

Several forces can reinforce one another: loyalty among existing Huawei owners replacing older phones, stronger availability, a wider set of models, differentiated form factors, and integration with Huawei’s broader device ecosystem. Counterpoint has described loyalty and replacement by existing users as part of Huawei’s momentum. Counterpoint’s Q2 2025 China market analysis.

Free tools Windows power users keep installed

One-click scans. No signup required.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Domestic-brand preference and interest in technological self-reliance may also matter, but the cited market figures do not quantify those motives. Nor do they establish that consumers choose Huawei for any single reason. Pricing is another consideration: IDC commentary has noted that Huawei and Apple held pricing relatively steady while other vendors faced cost pressure, potentially making their offers more appealing to hesitant buyers. IDC’s market commentary.

Why the wider market remains under pressure

Smartphone replacement cycles are mature, and cautious household spending can delay upgrades when a working phone still meets basic needs. Subsidies may help make a purchase worthwhile now, but can also pull purchases forward rather than create lasting demand. Counterpoint has highlighted this risk in its China share analysis. Counterpoint’s China smartphone share tracker.

Component costs add a second constraint. IDC has cited memory constraints and higher bill-of-materials costs as pressures on shipments and pricing; price increases can make consumers less willing to upgrade. IDC’s smartphone market context. These pressures affect vendors broadly, so Huawei’s relative gains should not be credited with causing—or assumed to cure—the market’s weakness.

Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Support on Ko-Fi

Huawei, Apple, and China’s other phone makers

Huawei and Apple’s relative strength suggests that premium demand can hold up better than the mass market. IDC reported both companies supported resilience in Q1 2026, and Omdia said both bucked the Q2 decline. Apple’s international ecosystem and Huawei’s domestic ecosystem appeal to different priorities; neither company’s performance alone indicates that Chinese consumers as a whole are spending more on phones. IDC also noted that Apple price signals may have accelerated some purchases, a timing effect that does not necessarily imply durable demand. IDC’s Q1 analysis; IDC’s Q2 commentary.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
Best Value
Sale
I Will Teach You to Be Rich: No Guilt. No Excuses. Just a 6-Week Program That Works (Second Edition)
  • It can be a gift option
  • Comes with secure packaging
  • Helpful in various ways

For Chinese rivals, the strategic challenge is defending customers across price tiers while Huawei restores supply and broadens its offer. Xiaomi’s value positioning and premiumization, vivo and OPPO’s offline reach and camera focus, and Honor’s premium Android and foldable competition give each a different route to compete. The current market data confirms Huawei’s relative strength, but does not prove exactly which rival lost each customer.

How to tell whether Huawei’s revival is durable

A lasting comeback should be judged by more than leadership in one quarter or attention around a launch. The useful tests are:

  • Consecutive quarters: Does Huawei sustain growth beyond a major product launch window?
  • Total-market units: Does the overall Chinese market return to growth, rather than Huawei simply taking a larger share of a contracting market?
  • Sell-through: Do consumer purchases confirm shipment trends, after allowing for channel inventory changes?
  • Price-tier breadth: Do premium, foldable, and value-oriented devices all contribute?
  • Availability and repeat demand: Can Huawei keep products in stock and retain buyers after promotions or launch excitement fade?
  • Economics: Can the company sustain competitive pricing amid component costs without sacrificing profitability?

What this means for phone buyers

For buyers in mainland China, Huawei’s momentum means more choice across flagship, foldable, and lower-priced lines. The right decision still depends on the specific model, price, software, required apps, and how well it fits existing devices and services. A phone’s China-market availability does not establish equivalent availability, software, warranty, cellular-band support, or app compatibility abroad.

Before buying a Huawei phone outside mainland China, verify the model’s local warranty, carrier compatibility, app and payment support, software version, and repair options. The same checks matter for any imported handset, and are especially important for a foldable, where repair access can be consequential. Official China product listings are not a substitute for local support terms.

What’s actually slowing this PC down?

Pick the symptom - the matching free tool is one click away.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

The verdict: Huawei is recovering faster than its market

Huawei’s position in China is recovering, helped by improved supply and a broader slate of new releases. But with IDC and Omdia both reporting year-over-year shipment declines in the first half of 2026, the evidence supports a company comeback inside a weak market—not a proven revival of China’s smartphone market as a whole.

Quick Recap

SaleBestseller No. 1
SaleBestseller No. 2
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Ideal for Gifting; Ideal for a bookworm; Compact for travelling
$10.99
SaleBestseller No. 5
I Will Teach You to Be Rich: No Guilt. No Excuses. Just a 6-Week Program That Works (Second Edition)
I Will Teach You to Be Rich: No Guilt. No Excuses. Just a 6-Week Program That Works (Second Edition)
It can be a gift option; Comes with secure packaging; Helpful in various ways
$9.15

Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.

Leave a Reply

Your email address will not be published. Required fields are marked *

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

More post from the Money Desk

  1. The Money DeskBlogTheFinanceBase07 MAR 2625 minWhat Is a 457 Plan?
  2. The Money DeskBlogTheFinanceBase07 MAR 2621 minTime Value of Money: What It Is and How It Works
  3. The Money DeskBlogTheFinanceBase07 MAR 2627 minAre You Living in One of These Top 10 Most Expensive Cities to Retire?
Recommended PC Tool
Recommended PC Tool
Crashes, No Sound, or Screen Glitches?Free driver scan
PC Slower Than It Used to Be?Free scan - under a minute

Two free Windows tools

One Free Minute Could Fix That PC

Before you go - each of these free tools takes about a minute and tackles what quietly slows a Windows PC down.

Special offer. View Outbyte info, uninstall instructions, EULA, and Privacy Policy.