Two of the world’s main market intelligence corporations report that the iPhone has misplaced its place because the best-selling cellphone in China, dropping from 1st to third place within the closing quarter of final yr.
Elevated competitors from native manufacturers is cited as one issue, the second being Apple’s incapacity to supply AI options within the nation …
Canalys report final week
Canalys was first to report on Apple’s altering fortunes in China.
Canalys experiences that iPhone shipments in China fell by 25% year-on-year within the closing quarter of the yr.
Meaning Apple’s market share fell from a chart-topping 19% in 2023 to joint-third with Oppo and Honor in 2024, every with a 15% share.
Counterpoint corroborates
Whereas the precise estimates differ, Counterpoint Analysis now reaches the identical conclusion.
Huawei took the highest spot, adopted by Xiaomi and Apple […] In This fall 2024, Huawei climbed to the highest spot with an 18.1% share. That is the primary time because the US ban that Huawei regained the main place […]
Xiaomi secured the second spot in This fall 2024 with a 17.2% market share, pushed by robust progress from Q3 into This fall. This progress was fueled by the recognition of its flagship Mi 15 sequence, launched in October. Xiaomi has made important progress in premiumization this yr […]
Amid intensifying market competitors from Huawei and different Chinese language OEMs increasing into the premium market, Apple ranked third in the course of the quarter, capturing a 17.1% market share.
AI includes a important issue
Whereas smartphones from Chinese language manufacturers now have AI options, Apple Intelligence shouldn’t be but out there within the nation.
Apple needed to have the ability to use its personal generative AI mannequin there, however the Chinese language authorities basically stated that wouldn’t be permitted.
The federal government final month stated that launching Apple Intelligence in China could be a “troublesome and lengthy course of” until the iPhone maker companions with an area AI firm. Working with a Chinese language firm would as an alternative be “easy and simple.”
Apple is believed to be negotiating with Tencent and ByteDance, however with nothing to point out for it as but.
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