A few days ago, the U.S. investment bank pointed out that the shipment of iPhone may be **30%, triggering a domestic ** carnival, but then the data given by the analysis agency drenched them with a plate of cold water, Apple is really the first, what is going on?
As the competition between domestic mobile phones and Apple has entered the white heat, the data of domestic mobile phones and Apple have also begun to be continuously subdivided, from annual sales, quarterly sales, to monthly sales, and then to weekly sales.
In addition, the data between mobile phone companies has also changed from shipments to activations, in short, it is necessary to find out the traces of beating Apple, but it is also in these increasingly detailed data that it is confirmed that Apple is the real first place, and the challenger has been torn off the fig leaf.
According to the data given by the analysis agency, Apple's shipments in Q4 2023 will reach more than 15 million units, and the number of activations will reach more than 16 million.
Whether it is shipments or activations, Q4 in 2023 is in a far leading position, the data of the quarter shows that there are only more than 11 million units in the second place in shipments, and more than 12 million units in the second place in activation, this indicator is far behind Apple, and Apple is the real first place in the Chinese mobile phone market.
Also from this data, the two mobile phone companies that are seriously threatening Apple have reached more than 11 million units in terms of shipments, but their activations are only % of shipments, and shipments far exceed the number of activations, which makes people think deeply.
In stark contrast, the shipments of the other two domestic mobile phone brands and Apple are declining, but their activations have exceeded shipmentsIt's really strange that the activation of enterprises with a surge in shipments is much lower than the shipment, and the activation of the shipment** exceeds the shipment.
This is reminiscent of some time ago, a domestic mobile phone brand executive pointed out that another domestic mobile phone brand on an e-commerce platform has a return rate of more than 40%, I wonder if the low number of activations is related to this return rate
It can be said that ** took out this report to try to prove that Apple was indeed sniped by domestic mobile phone brands, which led to a decline in shipments, but it was precisely they who came up with this report to confirm the fact that Apple has become the real first place in the Chinese mobile phone market, and it is this report that unveils the fig leaf of domestic mobile phone sniping Apple, the truth seems to be the opposite of this report, which they did not expect.
The competition in the domestic mobile phone market is indeed too fierce, and Apple's market share is too amazing, after many foreign mobile phone brands have retreated from the Chinese market, Apple has become an exceptionally strong one, not only did not decline, but achieved unprecedented results, winning the first place in China's mobile phone market for the first time.
It may also be Apple's strength, domestic mobile phone brands want to beat Apple too much, and domestic consumers also want to see Apple decline, but unfortunately the facts reflected in the data seem to be a little different from the conclusions they gave, which is indeed quite ironic.