Lydia Scott
[Gearbest Technology News]On April 8, Gearbest noticed that there have been major changes in the global smartphone market structure. Apple iPhone’s global sales suffered a 4% decline in February, with total global sales decreasing from 18.1 million units in the same period in 2023. to 17.4 million units. This decline was particularly evident in some key markets, with sales in the United States, India and China all showing varying degrees of decline.
Detailed data analysis by UBS revealed that iPhone sales difficulties in the Chinese market are particularly prominent, with a year-on-year decline of 16%, reflecting that Apple is facing increasingly fierce competitive pressure from local brands such as Huawei, Xiaomi, vivo and OPPO. These brands continue to squeeze the iPhone's market share through technological innovation and market strategy adjustments. Huawei's performance is particularly eye-catching, with sales nearly doubling, demonstrating strong market competitiveness.
At the same time, the situation of iPhone in the Indian market is becoming increasingly difficult, with sales falling by 13% year-on-year, which undoubtedly poses new problems to Apple CEO Tim Cook. Earlier, data from Counterpoint Research showed that in the first six weeks of this year, global iPhone sales fell by 24%, while Huawei's mobile phone sales surged by 64% during the same period.
As a market of great significance to Apple besides the United States, China has contributed about 20% of Apple's global sales in the past ten years. However, Apple's leadership in the Chinese market is facing unprecedented challenges due to factors such as weak consumer spending and the rise of local brands. The success of brands such as Huawei in technological innovation and localization strategies is gradually weakening Apple's long-term dominant position in the Chinese market.
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