According to news on March 27, iPhone shipments in the Chinese market have experienced an alarming decline recently. According to foreign media reports, in February this year, iPhone shipments in China dropped by 33% compared with the same period last year. This was the second consecutive month of decline. Previously, Apple's total shipments in January were approximately 5.5 million units, a year-on-year decline of as much as 39%.
Analysts believe that the reasons for Apple’s sales decline are complex and diverse. On the one hand, the late arrival of the Lunar New Year affects consumers’ purchasing decisions and the overall market performance. On the other hand, Apple's performance in the Chinese market has failed to meet expectations since the launch of new models in September last year. At the same time, the strong performance of local brands such as Huawei in the high-end mobile phone market has further squeezed Apple's market share.
According to the editor’s understanding, industry experts also pointed out that Apple’s retail channels in the Chinese market are still digesting inventory in the fourth quarter of last year, which is also an important reason for recent weak sales. In addition, as competition in the Chinese market further intensifies, especially the rapid development of artificial intelligence mobile phones, Apple may face further sales pressure.
The Jefferies analyst team pointed out in the latest report that iPhone sales in the Chinese market will continue to decline, and the decline is expected to exceed 20%. This prediction casts a shadow over Apple's future development.
Faced with the current severe market environment, Apple must re-evaluate its development strategy in the Chinese market. In the fierce market competition, regaining market share is a key challenge that Apple needs to solve urgently. Rethinking positioning, product innovation and marketing strategies will be the key for Apple to regain a foothold in the Chinese market.
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