Apple’s troubles are not showing any signs of abating in China. Apple is continuously losing its ground in China. According to the report, the market share of iPhone maker Apple is falling in China, because iPhone shipments are declining. Supply chain expert Ming-Chi Kuo wrote in a report on Friday that the stock had fallen by 2.4 percent.
There is no hope of increase in sales
TF Securities analyst Kuo wrote in the post that shipments for the first half of 2025 are expected to decline by 6% year-on-year despite the expected launch of the new iPhone SE 4. Kuo expects Apple’s market share to continue to decline because the upcoming two iPhones are so thin that they will only support eSIM, which the Chinese market doesn’t currently promote.
No changes made in both models
He wrote that if the design of these two models is not changed, they may face challenges in shipping speed. Kuo wrote that in December, total smartphone shipments in China were stable from a year earlier, but iPhone shipments declined 10 percent to 12 percent.
Apple AI feature did not boost sales
According to Ku, there is no evidence that Apple Intelligence has not seen any significant increase in phone sales. He wrote that this feature has not boosted iPhone replacement demand. The appeal of this feature has paled in comparison to cloud-based AI services, which have grown rapidly in recent months.
How much are smartphone shipments going to be?
Kuo wrote that Apple’s estimated iPhone shipments for 2024 are around 220 million units. The same for this year could be around Rs 220 million to Rs 225 million. He wrote that this is less than the estimated market of 240 million or more.