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Apple enters China's foldable market against entrenched rivals

By Tech Desk · 2026-09-10 · Updated 2026-09-10 07:43 UTC
A sleek, folded smartphone device resting on a minimalist surface
Illustration: Tradingbird

Apple's first foldable, the iPhone Duo, has entered the crowded Chinese market at a premium price point, but its exclusive eSIM-only configuration faces a major hurdle due to local regulations requiring in-person identity verification for digital SIM activation, potentially limiting its appeal against rivals like Huawei and Xiaomi.

  • According to GN technics/mobile (en-US), the iPhone Duo's exclusive dual-eSIM design poses a significant barrier in mainland China, where strict real-name registration laws force users to visit physical carrier stores for activation, a friction point that critics warn could deter prospective buyers.

    Source: GN technics/mobile (en-US)
  • Apple's first foldable iPhone arrives in China at a premium price, entering a market where local brands like Huawei and Xiaomi have established strong footholds.

    Source: GN technics/mobile (en-US)
Based on reporting by GN technics/mobile (en-US) and GN technics/mobile (en-US), compiled by the Tradingbird desk.

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