According to data released by market research firm Counterpoint, Apple’s iPhone shipments in the Chinese market remained stable in the second quarter of this year, while iPhone shipments in the U.S. market declined. As a result, the Chinese market surpassed the U.S. market for the first time to become Apple’s largest market.
In the second quarter of this year, Apple’s shipments in the Chinese market remained stable because Apple seized the opportunity of the 618 promotion. During the 618 promotion, Apple took the lead in reducing prices by 1,200 yuan; then domestic mobile phones followed up with a price reduction of up to 900 yuan, and Apple once again The price was reduced to 1,500 yuan; domestic mobile phones followed up with a price reduction of more than 1,000 yuan, and Apple increased the discount rate to nearly 2,000 yuan.
The price of the iPhone 14 Pro after a strong discount was as low as 6,000 yuan, which promoted a sharp increase in the sales of the iPhone 14. On 618, Apple achieved half of the sales of mobile phones on various e-commerce platforms, which promoted Apple’s growth in the domestic mobile phone market. Among the mobile phone brands, except for the growth of Huawei mobile phones, the shipments of other domestic mobile phone brands are declining.
Apple does not have a strong promotional offer in the U.S. market, and the iPhone 14 is another model that Apple has been criticized for lack of innovation in recent years. The affordable iPhone 14 and iPhone 14plus of the iPhone 14 are replicas of the iPhone 13, and the iPhone 14 Pro uses the Smart Island design but is expensive. The sales volume of iPhone 14 is lower than that of the previous generation iPhone 13, and the decline in sales in the US market is also reasonable.
The iPhone 14 has won the welcome of domestic consumers only through price cuts, which has driven sales growth. Recently, it has been reported that the iPhone 15 will have many upgrades, the biggest upgrade of which will be a substantial improvement in the performance of the A17 processor, which will crush Android phones. Advantage.
According to Geekbench data, the single-core performance of the A17 processor is 60% higher than that of the A16, and the multi-core performance is about 43% higher. The performance of the A17 processor has been greatly improved. On the one hand, Apple squeezed toothpaste for two consecutive generations of A15 and A16, and the performance was only increased by 7% and 10% respectively, which made consumers dissatisfied. Therefore, Apple made every effort to improve the architecture of the A17 processor. , resulting in a performance improvement.
On the other hand, the adoption of advanced technology, the A15 processor uses a 5-nanometer process, and the A16 processor uses a 4-nanometer process, but the 4-nanometer process is actually an improved version of the 5-nanometer process, and the performance improvement of the process is limited; the A17 processor A brand-new 3nm process is adopted, and 3nm is a truly innovative process compared to 5nm. The superposition of the two items has greatly improved the performance of the A17.
Nowadays, with the recommendation of consumers who have used the iPhone for many years, consumers generally realize that the iPhone is still smooth after 7 years of use. For example, the iPhone 7 in 2016 is still used by many consumers today, and the iPhone 7 still occupies a large share in the second-hand market. It shows the durability of the iPhone, so the cost of using the iPhone is actually lower than that of Android phones. In addition, the advertisements of the iPhone are far less than those of domestic mobile phones. Young people now like to buy iPhones for the elderly at home, which has promoted the sales of iPhones.
This year's iPhone 15 will use the A17 processor with greatly improved performance, so that the service life of the iPhone 15 will be longer; in addition, this year's lower-priced iPhone 15 and iPhone 15plus will also adopt the Smart Island design, which will change consumers' perception of the previous iPhone 14. The attitude of design may drive the sales of iPhone 15 and achieve more sales.
Domestic mobile phones are no longer able to resist Apple's offensive in the high-end mobile phone market. According to data in 2022, Apple has achieved nearly 80% of the domestic high-end mobile phone market, while the share of domestic mobile phones has dropped to a new low. Now the iPhone 15, which has an absolute lead, will Bring more pressure to domestic mobile phones.