A few days ago, Ming-Chi Kuo, an analyst at Tianfeng International, known as "Apple's strongest whistleblower on the surface", released his latest market research report, which clearly pointed out that Apple has lowered its iPhone shipment expectations in 2024, which is a figureFrom the original estimate to about 200 million units, the year-on-year decline was as high as 15%.
In the report, Ming-Chi Kuo analyzed in detail the reasons for the decline in Apple's shipments, and in particular, pointed out that the continued decline in shipments in the Chinese market is one of the key factors. In recent years, the Chinese smartphone market has become more competitive, and major brands have launched innovative and cost-effective products, which has severely squeezed Apple's share of the Chinese market.
Ming-Chi Kuo said that in recent weeksApple's weekly shipments in China are down a staggering 30-40% year-over-year。This downward trend in shipments is expected to continue for some time to come. Ming-Chi Kuo believes that the return of Huawei's mobile phones to the market is one of the important reasons, and at the same time, Huawei has brought a new experience to consumers with its innovation in the field of folding screen mobile phones, which has caused a huge impact on Apple.
In December 2023, Huawei's mobile phone market share increased by 59 percent year-on-year2%, it has become the largest dark horse in China's mobile phone market, and it has won wide recognition from consumers with the outstanding performance of models such as the Mate60 series. This series of models has reached the industry-leading level in terms of configuration, performance, and user experience, and has won Huawei a high reputation.
Huawei Mate 60As Huawei's first flagship mobile phone after its return, it is equipped with Huawei's self-developed Kirin 9000S octa-core processor, which has powerful computing power and an efficient energy consumption ratio, and cooperates with HarmonyOS 40 system, which provides a smooth, stable and efficient user experience.
At the same time, the Huawei Mate 60 rear camera includes a 50 million pixel main lens, a 12 million pixel ultra-wide-angle lens and a 12 million pixel telephoto lens, whether it is shooting landscapes, portraits or macros, Huawei Mate 60 can present a clear, delicate and colorful ** effect, and the front 13 million pixel lens also provides users with an excellent ** experience.
In terms of battery and charging, the Huawei Mate 60 has a built-in 4750mAh battery and supports 66W fast charging technology, although there is a certain gap with the top flagship, but it can also fully meet our daily needs.
In terms of screen and appearance, the Huawei Mate 60 adopts 6The 69-inch straight screen provides a wide and comfortable visual experience; It is equipped with four colors: Yachuan green, white sand silver, southern glutinous purple and Yadan black, which meets the different aesthetic needs of different pollen for the appearance of mobile phones, and the user praise rate is as high as 98%.
At the same time, the report also pays attention to the performance of domestic brands such as Xiaomi in the high-end mobile phone market. With the reputation of Xiaomi 14 series and other models, Xiaomi has successfully captured a part of the market share that originally belonged to iPhone.
This is evidenced by the data on the number of new phone activations in China's smartphone market in December. The data shows that Xiaomi is 16The 5% market share surpassed Apple and topped the top in China. Apple, on the other hand, is 15The market share of 9% ranked second, down 177%。This data is a stark demonstration of Xiaomi's strong momentum in the high-end mobile phone market.
It is worth noting that the current relevant data now shows that the current Xiaomi 14 series shipments are at least 5 million units, and the reason for this is not only its extreme competitiveness in the small screen track, but also inseparable from Xiaomi's self-developed technology and support for domestic ** chain.
Specifically, the Xiaomi Mi 14 is equipped with a Qualcomm Snapdragon 8 Gen 3 processor, and at the same time, it adopts a groundbreaking gas-liquid separation path design in the cooling system, and the equivalent thermal conductivity reaches three times that of traditional VCs. Equipped with domestic self-developed Huaxing C8 screen luminous material, it has 15K resolution and display accuracy up to 460ppi, support LTPO 1-120Hz adaptive refresh rate, etc., the screen quality is quite powerful.
In terms of camera system, the Xiaomi Mi 14 comes with a new generation of Leica Summilux lenses with an aperture of f 16. 7P aspherical high lens lens is adopted. At the same time, it is equipped with the "Light and Shadow Hunter 900" image sensor jointly developed with the domestic manufacturer Haowei Technology, which has a higher light sensitivity capacity and up to 13The 5EV's native hyper-dynamic range delivers crisp, sharp, and vivid details in both low-light and high-light-ratio scenes.
In terms of battery life, Xiaomi 14 is equipped with a 4610 mAh silicon carbon anode battery, supports 90W fast charging and 50W wireless fast charging technology, and the key is that it is also equipped with Xiaomi's self-developed surging P2 fast charging chip and surging G1 battery management chip to ensure its excellent performance in terms of battery life and charging efficiency.
New Year's goods are not closed
Powerful configuration, the ultimate cost performance, letThe Xiaomi 14 achieves the same 98% praise rate as the Huawei Mate 60, and these are the two phones with the highest domestic rate at present.
In contrast, satisfaction with Apple's iPhone 15 series seems to have seen a noticeable **. According to the report,The iPhone 15 Pro has a positive rating of only 95%.This is a decline from the high level of previous years. To some extent, this phenomenon reflects the gap between consumers' expectations for the iPhone 15 series and the actual experience.
To put it bluntly, in the face of the attack of the Xiaomi 14 series and the Huawei Mate60 series, the two major explosive products, the Apple iPhone 15 series seems to be a little powerless. While Apple retains its leading position in the global mobile phone market, it is already under increasing pressure to compete in the Chinese market and the high-end market.
Now, the Xiaomi 14 Ultra and Huawei P70 series are also in the news**, and if Apple can't come up with a killer feature that can turn the tide of the war in future products, then its market share and shipments may continue to suffer. For Apple, how to maintain innovation and competitiveness in a highly competitive market may become an important topic for its future development.
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