Last week, big data showed that Apple will still dominate the global high-end market in 2023, but it will decline by 4 percentage points compared to 2022. According to the report, Apple's market share in China is declining, and the strength of Huawei and Xiaomi has put Apple under pressure.
Now this pressure has continued into 2024, and on January 8, foreign media reports showed that investment bank Jefferies analysts believe that Apple has been hit hard in the Chinese market in the first week of 2024, and iPhone sales have fallen off a cliff this week, compared with the first week of 2023**30%.
This shows that Apple's current life in the domestic market is not good at all, and the sales of iPhones in the first week of 2024 will be **30%, which is definitely not good news. The analyst believes that the reason for this situation is mainly that Apple has encountered the encirclement and suppression of China's local brands, and mobile phones made in various countries are releasing high-end products, with the aim of confronting Apple in the high-end market. Don't let Apple dominate in China's high-end market.
The report also pointed out that due to the sharp decline in iPhone sales, the overall shipments in the Chinese market fell by double digits in the first week of 2024, while the sales of Android brands were relatively flat. You must know that around New Year's Day, major platforms have also carried out ** on the iPhone 15 series, and many** are reporting that the iPhone 15 Pro Max has taken a big dive, with a maximum price reduction of about 2000 yuan. This shows that domestic consumers are not so interested in the iPhone 15 series at present, otherwise the price would have been reduced so much in just three months on the market.
On the other hand, the performance of domestic brands in the fourth quarter, especially the performance of Huawei and Xiaomi, can be described as strong. There are already data showing that in the fourth quarter, only Huawei and Xiaomi grew year-on-year in China, and all other brands were ** year-on-year.
This shows that Apple**30%, mainly due to the hot sales of Huawei Mate 60 series and Xiaomi 14 series. In addition, the vivo X100 series has also directly converted many iPhone users, and I believe that the OPPO Find X7 series, Honor Magic6 series, etc. will have a direct impact on the sales of the iPhone 15, and the domestic high-end will change in 2024.