Recently,AppleConstantly hit, the stock price is sharply **, andiphoneSales in China have also declined sharply. This showsApplesMobile phonesThe decline of the business in the Chinese market. AppleCEO Tim Cook also couldn't have predicted such a big decline. So, whyApplesWill it be so predicament?
On the one hand, it is arguedApplesMobile phonesThe decline in sales is due to a lack of innovation in its products. For example, some people sayiphoneThe 15 series lacks sincerity and makes people distrustful. While there is some truth to this view, it is not the whole reason. BecauseApplesThe products that have been launched many times to squeeze toothpaste have not experienced a decline in sales. For example,iphoneThe 14 series is also a toothpaste-type product, butApplesSales performance in 2022 is still excellent. The real reason isHuaweiThe return of .
HuaweiAfter being suppressed,ApplesIt has become the biggest beneficiary and has almost monopolized the domestic high-end market. So, after 2020,ApplesSales in the Chinese market have skyrocketed. However, withHuaweiThe return of the Kirin chip,HuaweiMobile phonesThe business has passed the most difficult moment, and the Mate60 series products equipped with Kirin chips have been launched, which has effectively impactedApplesmarket. IfHuaweiAbundant supplyApplesThe shock will certainly be greater. And according to 2024Huaweiproduction capacity rises as wellHuaweiThe upcoming P70 and Mate70 series products are predictableApplesThe outlook for the Chinese market is not promising.
In addition,ApplesCompetitors in ChinaHuaweiAnd Xiaomi has also entered the field of smart cars. In stark contrast to this,ApplesEfforts in the automotive sector have made little progress and are still stuck in the concept stage, which has sparked interestApplesThe question of whether it will continue to make cars. Wall Street** points out that China's intelligenceMobile phonesCompetitors are already leading in the automotive sectorApples。Tang Jin, senior research officer at Mizhuhobank, believes that in terms of the importance of smart cars,Huaweiand millet ratioApplesMore aware that they have taken the lead and adopted the concept of intelligent ecology to build smart cars, which has seizedApplesThe current situation has become very passive.
To sum up, withHuaweiThe return of the Chinese marketApplesMobile phonesA downturn in this market is inevitable. However, looking at the global market,Applesis still the leading presence, whileHuaweiNot right for nowApplesCausing an impact in overseas markets. Therefore,ApplesMobile phonesThe downturn in business is only a minor concern and will not have a core impact on it.
Despite facing the decline of the Chinese market,AppleswithHuaweion the layout of the businessCenter of gravityThere was a difference.
HuaweiIt has made great efforts in the field of smart cars and made a breakthrough in China's domestic market. WhileApplesProgress in the automotive sector has been relatively slow, and the most noteworthy products in recent years are:ApplesAppleVisionPro – a device that combines augmented reality andVirtual realityof mixed reality devices. However, only time will be left to reveal where the future holds.
AppleRecently, it has faced a decline in the Chinese market, which is due to:HuaweiThe return in this market and the further development of other competitors resulted. Despite the difficulties in the Chinese market,ApplesIt remains the global market leader. The business of the two companiesCenter of gravityThere are also differencesHuaweiIn the field of smart cars, whileApplesProgress in this area has been relatively slow. Despite the competition and challenges,ApplesIt is still a giant in the global consumer electronics industry. However, the future development and success or failure, who can seize the opportunity, still need to be verified by time.