Huawei, Samsung's new products are the first to catch the ......Apple lowered its iPhone 15 sales target
Analyst Ming-Chi Kuo published an article saying that according to the recent **chain survey, Apple lowered its iPhone shipment target to 200 million units this year (a year-on-year decrease of 15%), which is expected to reduce the largest among smartphone brands this year.
Shipments of the iPhone 15 series and the iPhone 16 series, which will be launched in the second half of the year, will be 10% to 15% lower in the first half of this year and the second half of the year than the year before, respectively.
According to Kuo's analysis, the iPhone is facing many problems such as the emergence of a new model of high-end smartphones and the continuous decline in shipments in the Chinese market. The new model mainly refers to folding screen smartphones and AI mobile phones.
He explained: "The main reason for the decline in sales in the Chinese market is the return of Huawei and the fact that high-end users are beginning to prefer foldable screen phones as the first choice for new phones", "Samsung's market demand is higher than expected due to the high integration of generative AI functions, and the shipments of the Galaxy S24 series this year have been raised by 5% to 10%, while Apple has lowered the shipment forecast for the iPhone 15 in the first half of the year." ”
Apple's weekly shipments in China have fallen by 30 to 40% year-on-year in recent weeks, and this trend is expected to continue.
Ming-Chi Kuo** said: "Apple is expected to significantly change the design of its phones as soon as next year, and will not launch new iPhone models equipped with generative AI and a new ecosystem to differentiate itself from its competitors," Kuo said, "Before the new model of the iPhone is introduced, the momentum of iPhone shipments and ecosystem growth are likely to be hit." ”