Apple’s latest iPhone 17 series is off to a strong start, with early sales outperforming its predecessor by a notable margin in key markets. According to research firm Counterpoint, the iPhone 17 outpaced the iPhone 16 by 14% in its first 10 days of availability across China and the United States. The data suggests that Apple’s latest iteration has managed to reenergize consumer enthusiasm, particularly in China, where the company has faced intensifying pressure from domestic competitors such as Huawei and Xiaomi.

The strong launch provides a welcome boost for Apple as it seeks to stabilize its smartphone performance amid shifting consumer spending patterns and broader macroeconomic headwinds.

Surge in Demand Driven by the Base Model

The standout performer of the new lineup is the base model iPhone 17, which nearly doubled its early sales in China compared with last year’s iPhone 16. Counterpoint estimates that the base model’s total sales rose 31% across the U.S. and China combined. Analysts attribute this success to Apple’s strategy of offering a more powerful device at the same entry price point.

Senior Analyst Mengmeng Zhang noted that “the base model iPhone 17 is very compelling to consumers, offering great value for money.” The phone features a faster chip, enhanced display technology, expanded base storage, and a significantly improved selfie camera—all upgrades that strengthen Apple’s value proposition at a time when smartphone buyers are increasingly price-conscious.

This combination of technological enhancements and restrained pricing may reflect Apple’s deliberate effort to appeal to both emerging-market consumers and long-time users seeking practical upgrades without paying premium-tier prices.

Competitive Dynamics in China

Apple’s stronger early performance in China stands out given the intensifying competition it faces from domestic brands. Huawei’s resurgence, particularly with its Mate 70 series, has threatened Apple’s dominance in the premium smartphone segment. Yet, the iPhone 17’s initial results indicate that the U.S. tech giant remains a formidable player in the world’s most competitive smartphone market.

Analysts suggest that Apple’s improved sales momentum could also reflect a shift in consumer behavior, with buyers returning to premium global brands amid growing interest in AI-driven hardware innovation. For Apple, the Chinese market remains a vital component of its global revenue base, and a recovery there could have meaningful implications for its broader financial performance.

What the Trend Means for Apple’s Global Outlook

The strong initial sales trajectory could help Apple regain investor confidence after a year of uneven performance in its hardware division. A successful iPhone 17 cycle would not only boost quarterly revenue but also provide tailwinds for related products and services, including iCloud storage and the App Store.

Still, Apple must navigate ongoing challenges—from geopolitical tensions and supply-chain constraints to increasing regulatory scrutiny in both the U.S. and China. Sustaining growth beyond the launch window will depend on continued consumer enthusiasm and the company’s ability to expand its ecosystem advantage amid tightening global competition.

If Apple can maintain momentum through the holiday quarter, the iPhone 17 may mark a turning point in the company’s smartphone trajectory, reinforcing its reputation for balancing innovation with strategic pricing.