Report says Apple iPhone shipments fell 33% in China in February

Thanks to netizen Rimi Ishihara for submitting the clue! According to news on March 27, according to data from the China Academy of Information and Communications Technology (CAICT), Apple iPhone shipments in the domestic market in January this year were approximately 5.5 million units, a year-on-year decrease of 39%; shipments in February this year were approximately 2.4 million units. Taiwan, a year-on-year decrease of 33%.

Note: The above data are from Bloomberg estimates. The relevant data are not explicitly mentioned in the official report. A reference link is attached at the bottom of this article, which should be calculated by Bloomberg. The China Academy of Information and Communications Technology announced the composition of domestic and foreign brands in the domestic mobile phone market: In February 2024, domestic brand mobile phone shipments were 11.842 million units, a year-on-year decrease of 32.5%, accounting for the same period. 83.1% of mobile phone shipments; 19 new models were launched, 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. From January to February 2024, domestic brand mobile phone shipments were 38.078 million units, a year-on-year increase 38.7%, accounting for 82.7% of mobile phone shipments during the same period; 45 new models were launched, a year-on-year increase of 18.4%, accounting for 90.0% of the number of new mobile phone models launched during the same period. Bloomberg reported that Apple’s decline in the domestic market began in September last year, mainly due to two internal and external factors. The internal reason was weak iPhone sales and consumers’ reduced enthusiasm for new products, while the external factor was the rise of Huawei. and intensified competition from domestic brands. Canalys analyst Nicole Peng said that as domestic mobile phone manufacturers actively embrace AI elements, it may further affect Apple iPhone sales in the domestic market. Related reading: "China Academy of Information and Communications Technology: Domestic mobile phone shipments in February 2024 were 14.257 million units, a year-on-year decrease of 32.9%" Reference China Academy of Information and Communications Technology released domestic mobile phone shipments in February 2024 Market operation analysis report: 14.257 million units were shipped, of which 5G mobile phones accounted for 87.9%

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