According to data from a number of authoritative research institutions, Apple will become the global sales champion and the sales champion in the Chinese market in 2024, surpassing all competitors to become the best-selling mobile phone. However, some analysts pointed out that Apple will usher in a sharp decline in 2024, and the iPhone will face more and more challenges due to the rise of Huawei and the mainstream of folding screen mobile phones.
Ming-Chi Kuo, a well-known analyst at Tianfeng International**: Due to structural challenges, iPhone shipments may fall sharply by 15% in 2024, which is due to the impact of comprehensive reasons.
This news has sparked doubts on the Internet, and Apple has also been questioned by "declining sales" last year, but in the end, the data slapped everyone in the face, not only becoming the global sales champion, but also the sales champion of the Chinese smartphone market. Now that analysts continue to sing about Apple, will it still be the same as last year, saying that Apple's sales are getting worse and worse, only to become the undisputed champion when the final sales figures are announced?
Calmly analyzing the current market**, this year's situation will probably not be exactly the same as last year, and the decline in Apple's sales should be a foregone conclusion. According to the recent sales data calculated in "weeks", Apple has been experiencing several weeks of sales decline, losing to Xiaomi in December last year with a 17% decline, and losing to Huawei in the first week of January this year to rank second.
At present, Huawei's first-chain problem has been solved, the production capacity of Kirin chips has been steadily improved, and the current Huawei Mate60 series models can be spotted. According to the current situation, Huawei is expected to double its mobile phone sales in 2024, and the annual shipment may be around 60 million to 100 million units, and industry insiders estimate that 15% of users** will be Apple. In other words, Apple could lose about 15 million users in the Chinese market, and sales will of course decline.
In addition to being affected by Huawei's return, the mainstream of folding screens cannot be ignored by Apple, and it is expected that domestic shipments will be at least several million units in 2024. Up to now, Huawei, Xiaomi, OPPO, vivo, and Honor have all launched large folding screen products, with the total sales of Huawei and Honor accounting for about 50%, plus Samsung's folding screen market also has a good performance, more and more high-end users are willing to try emerging products, and naturally have little interest in the lack of innovative iPhones.
In fact, Apple is also aware of the problems caused by the lack of innovation and actively makes changes to deal with it. Ming-Chi Kuo believes that Apple will probably make a move in two aspects, the first is to launch an "AI" computing model to enhance the intelligence of mobile phones, and brands such as Huawei and Samsung have proven the importance of large models. Secondly, Apple will also increase the stacking of mobile phones, such as bringing new exterior designs, enhancing the imaging system and the cooling capacity of mobile phones, so as to attract the attention of Android users through more powerful performance.
Friends, what do you think about the 5% decline in iPhone sales in 2024, do you think it is the impact of Huawei's rise?
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