Apple's sales in China fell by 13%, but the impact was not significant!
As we all know, Apple's situation in the Chinese market after 2023 is not optimistic, and even foreign countries have begun to sing about Apple's second pot"iPhones are not popular in China"。Some time ago, Apple released its latest quarterly earnings data, which is tantamount to ripping off its own"Fig leaf", but Cook is still strong to the end, and there are still data that he does not admit, blatantly said"The impact is minimal"What is the actual situation after all? Let's look at the data!
According to the data, in the first quarter of 2004, Apple's sales in Greater China were 1493RMB4.4 billion, down RMB3.1 billion year-on-year and down 13% from the same period last year. For a large company like Apple, even 1A 3% drop is also quite an impact, not to mention a 13% drop, which is enough to make"Gold Lord"They fled in despair.
It should be emphasized that in addition to Greater China, Apple has also performed very well, with significant declines in North America, Europe and South Korea, with the exception of China"Stop"This kind of performance is really shocking. You know, Wall Street analysts were also optimistic about Apple's performance before, given"23.5 billion yuan in sales"But now it seems that Apple is still overestimated!
In response to Apple's performance in Greater China, Cook put forward two reasons for bailing out the market: the first reason is that China is the most competitive market in the world, and Apple has caused a lot of losses to domestic mobile phone manufacturers in order to catch up, and this decline is reasonable. The second reason is the overall economic downturn, which means that consumers don't want to change to a new device, and it's not because the iPhone has lost popularity.
At first glance, Cook makes sense, but on closer inspection, it's a little"Three hundred taels of silver are not here"The feeling is that the drop will fall, there is no need for any reason, the fact is that Apple has really not eaten back grass for a few years, and the iPhone is really"Sweet and sweet"No more gluttony"Finish! The truth is that Apple really can't eat back a few years ago, the iPhone really is"Sweet and sweet"No more Compared to the iPhone, the consumption concept of Chinese consumers seems to be changing, and they are increasingly favoring domestic mobile phones.
The rise of domestic mobile phone manufacturers such as Huawei and Xiaomi has undoubtedly shaken Apple's position in China's high-end mobile phone market. With the strong return of the Huawei Mate 60 series, Huawei has once again managed to break out of Apple's fortress after several years of silence, regaining a 2% market share"Miscellaneous", among the top three high-end manufacturers in China. Coupled with the strong attack of the Xiaomi 14 series, the situation is quite reluctant for Apple, like a fish in the throat!
In 2024, Huawei's strength is still growing, and the iPhone is called"There is no innovation"But it also has problems, the pressure of competitors is growing rapidly, the market share is slowly shrinking, the lead is getting smaller and smaller, and the first makes Apple uneasy. of companies.
In fact, 2024 is the real beginning, and with the rise of the Huawei P70 series, the Huawei Mate 60 series, and the Xiaomi 14 Ultra, the iPhone 16 series will struggle. Perhaps, the iPhone 16 series will be Apple's last chance to win or lose, do you think the iPhone still has a chance? Will home devices surpass iPhones? Feel free to leave a comment!