Apple's dependence on the Chinese market has deepened
For a long time, the demand for Apple's iPhone in the Chinese market has been strong, and it has become Apple's most important growth driver. In recent years, with the improvement of China's economic development level and the increase in consumers' ability to pay, iPhone's market share in China has also steadily increased.
According to data released by market research institutions, Apple's iPhone market share in China has increased to about 20%, returning to the top position, which is nearly double the same period last year. In the second quarter, in the face of weakness in other regional markets, Apple's iPhone shipments in China also showed a slight increase, which is enough to show the importance of the Chinese market to Apple.
In fact, in Apple's global ** chain, most of the iPhone production capacity and assembly are concentrated in Chinese mainland. According to public data, more than 80% of iPhones are assembled and manufactured in foundries in China. Apple's largest foundry, Foxconn, has dozens of factories in China and is still the main production base for iPhones.
Although in recent years, Apple CEO Tim Cook has been seeking to diversify the chain and try to reduce its dependence on China, but from the current situation, Apple's industrial chain will not be able to leave the Chinese market for a long time in the future, and there is a very close interdependence between the two. The Chinese market has long been an indispensable player for Apple.
The iPhone 15 suffers from its ups and downsApple has an arrogant attitude
Apple's latest iPhone 15 series of mobile phones has performed in the Chinese market as a surprise, completely lacking the enthusiastic participation of iPhone fans in the past. The main reason behind this is that this generation of iPhone is seriously lacking in innovation, and Apple itself has shown an arrogant attitude, which has aroused the disgust of many consumers.
First of all, the iPhone 15 has little innovation in the overall design and configuration upgrades, and has been criticized by many users as an "iPhone 14s" at best. The exterior design of this generation of mobile phones has basically not changed, and the internal configuration is only the processor has been replaced to A16, and other aspects are still highly similar to the previous generation. This has led to a complete loss of motivation to entice users to switch phones.
Secondly, in the face of users' doubts and complaints, Apple's high-level response is also very arrogant, we have no reason to buy an iPhone, because then you will be limited to a closed Apple ecosystem. On the contrary, if you choose Android, it will be a whole new world and endless possibilities. This attitude of shirking responsibility and blaming consumers has aroused a strong **.
Moreover, on issues such as charging interfaces and fast charging standards, Apple has always adopted its own standards and refused to accept industry unification, behind which is to use its own advantages to seek more profits. It is only in recent years, facing pressure from institutions such as the European Union, that Apple has reluctantly adopted the Type-C interface on the iPhone. However, it still limits the charging speed.
To sum up, the reason why the iPhone 15 did not perform well in the Chinese market is mainly due to Apple's own lack of innovation and arrogance. This has also brought a deep wake-up call to Apple, which needs to reflect on its technological innovation and consumer services.
Apple** chain adjustment and multi-country restrictions
In the face of the poor performance of the iPhone in the Chinese market, Apple CEO Tim Cook has recently visited China frequently and publicly expressed the importance of the Chinese market many times, but Apple's actual actions are contrary to this. At the same time, China, Russia and other countries have also taken measures to restrict iPhones, making the situation more tense for Apple.
Recently, Cook issued a statement on Apple's official website in China, saying that Apple is firmly optimistic about the Chinese market, and 95% of its products still rely on the Chinese ** chain. He also personally visited Apple retail stores, merchants and other places to try to stabilize market confidence. However, at the same time, Apple is accelerating the diversification of the ** chain, and nearly 50 Chinese ** companies have been removed from the Apple industry chain. The company plans to build a factory in India to own 25% of iPhone production capacity by 2025.
At the same time, some countries are also restricting the use and sale of iPhones. China and Russia have banned the purchase of Apple products such as iPhones. Russia is also considering a total ban on iPhones from the country. To make matters worse, Turkey has officially announced a total ban on the sale of iPhones. In Russia, the iPhone's market share has also increased from 20%** to 1%.
Therefore, although Apple's top management has publicly expressed the importance of the Chinese market, practical actions and restrictions in many countries show that Apple is facing unprecedented strategic pressure. This requires Apple to deeply rethink and adjust its existing strategy, otherwise its global market position and sales will face a severe test. 100 help plan