China Is Eating Apple's Lunch: Where Smartphone Maker Ranks Vs Asian Competitors
China Is Eating Apple's Lunch: Where Smartphone Maker Ranks Vs Asian Competitors
Apple Inc. (NASDAQ:AAPL) is losing its mojo in China's crucial market as its domestic players gain ground. The uncertainty regarding the availability of the Apple Intelligence feature in the country is an additional downer.
苹果公司 (纳斯达克:AAPL) 在中国这个关键市场失去了其魅力,而国内厂商正不断蚕食其市场份额。在中国,关于苹果智能功能的可用性的不确定性进一步拖累了苹果。
The iPhone maker's market share in China plunged to sixth place from third in the second quarter of 2024. According to Canalys, Apple had a market share of 14%, down by two basis points year-on-year.
iPhone 制造商在中国的市场份额从2024年第二季度的第三位下降到第六位。根据Canalys的数据,苹果的市场份额下降了2个基点,为14%,同比下降。
Also Read: China's Markets Still Manage To Get Nvidia AI Chips Via Smuggling: Report
还阅读:根据报道,中国市场仍通过走私途径获得Nvidia人工智能芯片
China's smartphone shipment grew 10% year-on-year to over 70 million units in the second quarter. Vivo emerged as the number one with a 19% market share by shipping 13.1 million units, up by 15% year-on-year, driven by solid performance in offline channels and robust online sales during the Chinese e-commerce festival.
中国第二季度的智能手机出货量同比增长10%,超过7000万部。Vivo凭借1310万台的出货量以19%的市场份额名列第一,同比增长15%,这主要得益于线下渠道的良好表现和中国电子商务节期间强劲的在线销售。
OPPO remained in second position with a 16% market share after shipping 11.3 million units. HONOR came third with a market share of 15%, backed by shipments of 10.7 million units, implying a 4% growth year-on-year.
OPPO在出货量1130万台后,市场份额16%,仍居第二位。HONOR以1070万台出货量取得第三位,市场份额为15%,同比增长4%。
Huawei Technologies Co bagged the fourth position with a 15% market share supported by shipments of 10.6 million units, which grew by 41% year-on-year. Xiaomi Corp (OTC:XIACF) (OTC:XIACY) came fifth with a market share of 14%, backed by a 17% year-on-year shipment increase to 10 million units.
华为科技有限公司以1060万台的出货量获得第四位,市场份额为15%,同比增长41%。小米公司(场外交易:XIACF) (场外交易:XIACY)以1000万台的出货量名列第五位,市场份额为14%,同比增长17%。
Canalys attributed the local brands' success to the early significant discounts and promotions backed by offline channel enhancements.
Canalys将当地品牌的成功归因于早期的大幅折扣和促销活动,以及线下渠道的改进。
The local brands continue to tap the Chinese premium smartphone market by integrating generative artificial intelligence, and their deep collaboration with regional supply chains is a significant advantage, Canalys noted.
Canalys指出,当地品牌继续通过整合生成人工智能来开发中国高端智能手机市场,并与区域供应链展开深度合作,这是一个重要优势。
Canalys also flagged Apple's struggle to maintain adequate inventory levels, keep retail prices in check, and maintain the margins of channel partners.
Canalys还指出了苹果在维持足够库存水平、控制零售价格、并保持渠道合作伙伴利润空间方面的挣扎。
Huawei's $2,800 Mate XT trifold phone launching on September 20 coincides with the release of the iPhone 16 models. Apple's iPhone 16 Pro Max starts at $1,199, while the standard iPhone 16 is $799.
华为2800美元的Mate Xt三折手机将于9月20日发布,与iPhone 16系列同时上市。苹果的iPhone 16 Pro Max起价1199美元,而标准iPhone 16售价为799美元。
International Data Corporation (IDC) expects global smartphone shipments to increase by 5.8% to 1.23 billion units in 2024, marking a recovery with generative AI posing as a significant catalyst.
国际数据公司(IDC)预计,全球智能手机出货量将在2024年增长5.8%,达到12.3亿台,这标志着生成式人工智能作为重要推动因素的复苏。
However, due to higher competition in China, Android growth is expected to beat Apple iOS. As per IDC, Apple's success hinges on its capability to forge local AI partnerships in China.
然而,由于中国竞争更加激烈,Android增长预计将超过苹果iOS。根据IDC的数据,苹果的成功取决于其在中国建立本地人工智能合作伙伴关系的能力。
Ivan Lam, senior analyst at Counterpoint Research told SCMP that iPhone market share in the premium segment will likely decline as Huawei and other Chinese brands gain traction.
Counterpoint Research的高级分析师Ivan Lam告诉《南华早报》,iPhone在高端市场的市场份额可能会随着华为和其他中国品牌的崛起而下滑。
Apple has not yet revealed its plans for AI integration in China, which could place it at a disadvantage in the race to implement AI, SCMP cites Canalys analyst Lucas Zhong. However, Lam noted that pent-up demand for iPhone upgrades may still boost sales in China.
苹果尚未透露其在中国整合人工智能的计划,这可能使其在实施人工智能的竞赛中处于劣势,《南华早报》援引Canalys分析师Lucas Zhong的话称。然而,Lam指出,iPhone升级的潜在需求仍可能提振中国的销售。
Price Action: AAPL stock closed at $222.66 on Wednesday.
价格走势:AAPL股票周三收于222.66美元。
image via Shutterstock
通过Shutterstock提供的图片