Wired
In this morning’s news, according to foreign media reports, with the promotion of the new low-cost iPhone, Apple’s performance in China continued to rebound in April this year.
Earlier this year, Apple temporarily closed its stores in China because of the new crown epidemic, which led to a sudden drop in sales. Later, after gradually resuming production in China, the Apple retail store reopened.
However, analysts still warned that the technology giant may face some challenges in China’s most important market.
Data compiled by multiple parties shows that Apple has been getting better and better since February this year. Affected by the closure of the store, iPhone sales in China fell by 60% year-on-year in February this year. By mid-March, all stores in China had reopened.
According to data from CINNO Research, Apple sold 3.9 million iPhones in China in April, up 160% from 1.56 million in March.
According to data from market research company IDC, Apple ’s April-sell-in shipments were about 3 million units, an increase of about 30% month-on-month. Sell-in shipments refer to the number of iPhones Apple sells to Chinese retail partners and can be used to measure future demand.
According to data from the China Institute of Information and Communications, China ’s smartphone shipments in April this year increased by 94% month-on-month to 40.8 million units.
Apple sells goods through a number of official retail stores, including Tmall’s official flagship store.
According to data from e-commerce technology and marketing company WPIC, the amount of products sold by Apple through the Tmall official flagship store in April this year increased by 40% year-on-year to $ 127.4 million. IPhone sales achieved through Tmall increased by 33% month-on-month, exceeding 80 million US dollars.
At the same time, there are signs that Apple’s service revenue has improved. Although Apple has many services such as Apple Music and iCloud, it can currently only be estimated based on the Chinese consumer spending of the App Store. According to data from Sensor Tower, an application expenditure tracking company, this April figure was $ 1.53 billion, an increase of 7% from the previous month.
Apple has not commented on this.
A number of data indicate that Apple’s business in China is gradually improving. But analysts warned that the company may face resistance in the coming months.
iPhone SE short-term effects
Apple released the second-generation iPhone SE in mid-April this year, which was then sold in China. This product starts at 3299 yuan.
CINNO said that although the iPhone SE went on sale at the end of April this year, it accounted for 24% of Apple ’s total sales of 3.9 million iPhones in April.
IDC said that iPhone SE accounted for about 8% of shipments in April. But an analyst said that this number may not necessarily reflect demand.
“I find that demand is not as strong as supply.” IDC research manager Will Wong said.
In addition, there are also concerns that the epidemic may impact the Chinese economy for the remainder of the year, thereby affecting consumer spending.
“The situation is still grim. Not only Apple, but all smartphone manufacturers. The current grim situation of Apple is because the economic environment is not so good, and consumer sentiment has not returned to normal levels.” Will Wang said.
He also added that consumers may choose low-end models. Apple ’s only product in this category is the iPhone SE, while companies such as Xiaomi or Huawei can attract consumers through low-cost products.
“Users may consider buying Apple before, but they may now choose a more affordable Huawei.” Will Wang said.
China 5G market
At the same time, after China began to deploy 5G networks at the end of last year, 5G smartphones began to develop rapidly in China. This new generation of mobile networks can provide ultra-high speeds.
Many Chinese manufacturers including Huawei and Xiaomi have launched 5G smartphones, but Apple has not yet released 5G phones. According to Counterpoint Research’s calculations, 5G equipment is expected to account for 40% of China’s total smartphone sales in 2020, so this matter has a great impact.
If Apple does not launch 5G mobile phones, consumers may choose products from other manufacturers, or wait for Apple to launch new models before buying.
“The rapid growth in demand for 5G mobile phones may have a negative impact on Apple’s overall sales in the coming months until the launch of the 5G iPhone.” Said Neil Shah, research director of Counterpoint Research.
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