Wired
According to data from the China Academy of Information and Communications Technology (CAICT), in January this year, Apple iPhone shipments in the domestic market were approximately 5.5 million units, a year-on-year decrease of 39%; in February, shipments further shrank to approximately 2.4 million units. million units, a year-on-year decrease of 33%.
The above data comes from Bloomberg estimates, and the relevant data are not explicitly mentioned in the official report.
The domestic mobile phone market report released by the China Academy of Information and Communications Technology pointed out that in February 2024, domestic brand mobile phone shipments reached 11.842 million units, a year-on-year decrease of 32.5%, accounting for 83.1% of mobile phone shipments in the same period. At the same time, 19 new models were launched that month, a year-on-year decrease of 26.9%, accounting for 90.5% of the number of new mobile phone models launched during the same period.
In the cumulative data from January to February 2024, domestic brand mobile phone shipments totaled 38.078 million units, a year-on-year increase of 38.7%, accounting for 82.7% of mobile phone shipments during the same period. The number of newly launched models was 45, a year-on-year increase of 18.4%, accounting for 90% of the number of new mobile phone models launched during the same period.
Bloomberg’s report pointed out that Apple’s downward trend in the domestic market began in September last year. This change was affected by both internal and external factors: internal factors mainly include weak iPhone sales and reduced consumer enthusiasm for purchasing new products; external factors Including the rise of brands such as Huawei and intensifying competition in the domestic mobile phone market.
Canalys analyst Nicole Peng further pointed out that as domestic mobile phone manufacturers actively introduce AI elements, this trend may continue to have an impact on Apple iPhone sales in the domestic market.
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