啥原因啊?因为华为卖得好啦!
Apple iPhone sales in China fall 30% in first week of 2024 - Jefferies
The decline in Apple's sales was the primary catalyst for an overall double-digit drop in China smartphone shipments for the first week, according to a note the brokerage published on Sunday. Other Android brands and Huawei achieved relatively flat growth year-over-year during this period, the note said.
The 30% drop represents an acceleration from the 3% year-over-year decline the U.S. company saw for all of 2023 in its third-largest market, Jefferies said, adding that the brokerage derived this from its own market tracking. Specifically, the 3% decline in 2023 equated to a 0.4% decrease in Apple's market share.
Apple and Huawei did not immediately respond to requests for comment.
The Mate 60 line is widely viewed as marking Huawei's comeback to the high-end smartphone market after years of U.S. sanctions that had previously hampered its progress.
According to the Jefferies analysts, Apple will likely face more competitive pressure from domestic rivals throughout 2024. Their forecast predicts Apple's shipment volumes will continue declining by double digits in 2024, while Huawei is expected to continue gaining market share.
Following a years-long slump, the Chinese smartphone market is poised for a rebound other analysts have forecasted, with research firm IDC predicting unspecified year-on-year sales growth in the fourth quarter after ten consecutive quarters of falling shipments.
Reporting by Yelin Mo and Brenda Goh, Editing by Louise Heavens
https://www.reuters.com/technology/apple-iphone-sales-china-fall-30-first-week-2024-jefferies-2024-01-08/
https://www.reuters.com/technology/apple-iphone-sales-china-fall-30-first-week-2024-jefferies-2024-01-08/