Apple suffered a major sales decline in the Chinese market in the last month of 2024: According to the latest report by renowned analyst Ming-Chi Kuo, iPhone sales fell by 10-12 per cent this year compared to December 2023. Moreover, this decline occurred at a time when there was no significant fluctuation in the country’s overall smartphone market. Here are the details!
Apple iPhone is having innovation problems?
Ming-Chi Kuo stated that the biggest reason for this decline in iPhone sales is that Apple has not been able to offer enough innovation in recent years. In particular, the iPhone 16 series did not attract the expected interest in China, as it offered only minor improvements over previous generations. This made Apple’s position in the market even more difficult.
Kuo predicts that Apple’s sales in China will further decline in the first half of 2025. He states that the iPhone SE4 model, which is expected to be released soon, will not cure Apple’s decline. The limited market impact of the SE series makes this model far from being a saviour product.
Which products will Apple introduce in 2025?Although the answer to this question is not clear, Mark Gurman has prepared an important list.
Rumours that the iPhone 17 series, which Apple is expected to launch in 2025, will only offer eSIM support may create a new problem in the Chinese market. Since not all operators in the country offer eSIM support, this may create access difficulties for users. According to Kuo, this decision could further reduce the interest of Chinese consumers.
Ming-Chi Kuo estimates that Apple will sell 225 million iPhones worldwide throughout 2025. Although this figure is slightly higher than the 220 million sales in 2024, it seems to fall short of the company’s target of 240 million units.
What do you think about Apple’s decline in the Chinese market? Is the lack of innovation really a threat to Apple? Don’t forget to share your opinions in the comments!
Translated with DeepL.com (free version)
