Cook's heart is broken!Apple announced the use of Chinese chips, and the top level of the United States issued a stern warning
Apple is a dominant player in China's high-end mobile phone market, and it is not easy for other mobile phone manufacturers to shake Apple's position. In the third quarter of 2023, among the top ten models with shipments of more than 3,500 yuan, Apple has 7 models, Huawei has 2 models, and vivo has 1 model.
However, domestic mobile phones have also begun to catch up, and Huawei Mate60 series and Xiaomi 14 series have become popular models, snatching a lot of share from Apple. Cook's heart was broken, constantly targeting the Chinese market, Apple announced the use of Chinese chips, but the American top brass issued a stern statement"Warning"。
The revival of domestic mobile phones.
Apple's sales in the high-end mobile phone market have remained relatively stable and large-scale. Every year, the launch of the iPhone triggers a lot of support from consumers, which leads to high sales. Whether in China or in the world, Apple's sales have always been among the best.
Due to the relatively high ** of Apple products, the sales of each iPhone are quite impressive. Every year, Apple launches **iPhones that break sales records and create amazing sales results. The best-selling top-of-the-line iPhone once pushed Apple's quarterly revenue to more than $100 billion, making it a lot of money.
According to Canalys data, in the third quarter of this year, the top ten models with sales of more than 3,500 yuan in China increased by 12 percent year-on-year3%, iPhone14ProMax won the first place, seven of the top ten models are Apple mobile phones, Huawei accounts for two, and vivo one.
Apple can't rejoice too soon, because domestic phones have recovered, and they also perform well in the high-end mobile phone market. For example, the Huawei Mate 60 series sold well, helping Huawei achieve an 83% year-on-year sales increase in October.
Ten days before the Xiaomi 14 series went on sale, shipments were 144740,000 units, refreshing its own record, but also refreshing the first sales record of iPhone 15 Pro. In the field of folding screens, which Apple has not yet set foot in, it is also a Chinese mobile phone manufacturer that is far ahead, and the output of Honor folding screens has exceeded 1 million units, and won the first place in the folding screen market in the third quarter.
Apple is actively leaning towards the Chinese market.
Cook's heart is about to break, Chinese mobile phone manufacturers have entered one after another, and brands such as Xiaomi and Honor are competing with Apple, which will lead Apple down the altar. Judging from the current trend, the iPhone 15 series has lost the confidence of a large number of consumers. Numerous outdated designs and toothpaste-style innovations are disappointing.
Cook seems to have realized the problem and has begun to actively make overtures to the Chinese market.
Cook has visited China twice this year, and on his second visit, Cook said that 95% of Apple's products are produced in Chinese mainland, and the sales of the iPhone 15 series in the mainland are also carried out in the mainland.
In fact, as early as last year, Apple was strengthening its ties with China's ** chain, announcing that iPhones sold in the Chinese market would use Chinese chips and use flash memory chips from Yangtze River Storage. This is a huge advantage for both Apple and YMTC, as well as for China's storage industry chain.
Apple has gained greater recognition in the Chinese market, YMTC has received orders, and China's storage industry chain has gained greater business opportunities. No matter how you look at it, there are advantages and disadvantages, but the United States does not see it that way.
The U.S. high-level issued a warning that Apple was not allowed to buy Yangtze River memory chips, and as a result, Yangtze River memory chips did not enter the fruit industry chain.
I don't know if the United States is making small moves behind the scenes, the Chinese parts of the iPhone 15 Pro mobile phone account for only 2%, and Apple is also stepping up its investment in the Indian market. Apple wants to invest heavily in China's manufacturing industry, and the United States may not want China's manufacturing to increase.
Fortunately, the recovery of national mobile phones, with the existence of national mobile phone giants, the fruit industry chain is not the only choice. Cooperation between businesses and Chinese mobile phone manufacturers can go a long way.