[Techweb] on March 7, according to foreign media reports, in the market research institute released a report, saying that Apple's iPhone sales in the domestic market fell by 24% year-on-year in the first 6 weeks on the same day, well-known Apple product analyst Ming-Chi Kuo also said on social ** that iPhone's global shipments this year will decline year-on-year.
On social media, Ming-Chi Kuo cited a survey of the **chain, which determined that Apple had lowered orders for key semiconductor components for the iPhone 15 and iPhone 16 series.
Kuo believes that in 2024, the decline in shipments may be 10%-15% every six months, which in general means that the annual shipment will be 200 million units, and if confirmed, the shipments will fall by 15% year-on-year.
As for the reasons for the decline in shipments, Kuo believes that there are two aspects, the first is that high-end smartphones have begun to shift to generative AI elements and folding screen design, and the second is Huawei's increase in market share in China.
Kuo believes that Apple will not launch an iPhone with improved design and more artificial intelligence technology before 2025. For the folding screen iPhone, it seems that it will take time, although there are reports that Apple has started research and development many years ago, but there is no sign of launch, and there are rumors that it will be launched in 2025.
In the domestic market, the iPhone will face challenges in the near and future periods, with weekly shipments falling by 30% to 40% in recent weeks, and Kuo also believes that Apple's trend of facing competition from Huawei and folding screen phones in the domestic market will continue.