How will China's actions and Huawei's resurgence impact Apple's upcoming iPhone 15 launch?
09/08/2023 •
It will likely have a negative impact on the iPhone 15 sales in China. — Most comments indicate concerns about Huawei cutting into Apple's market share in China, especially with the government's move to promote homegrown phones and chips. Additionally, the ban on iPhones for government officials suggests a shift towards domestic brands.
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Story
- Huawei's resurgence could significantly cut into the sales of the upcoming iPhone 15 in China, especially if Huawei can produce enough smartphones.
- The banning of iPhones for government officials at work in China might be a broader strategy to promote Chinese-made phones and chips, potentially causing a shift in the Chinese population towards these phones.
- Losing the Chinese smartphone market is a major concern for Apple investors, with potential substantial sales losses.
- Apple's iPhone 15 is perceived as being similar to the iPhone 11, leading to speculation on whether consumers will still purchase it despite the similarity.
- Some commenters see potential recovery for Apple if it continues to move its manufacturing out of China, suggesting possible future resilience.
- China's actions, including the potential bans, might be a response to political and tech war tensions between the U.S. and China, rather than just economic competition.
- Huawei's technology advancements, especially in advanced chips, might threaten Apple's market share in China due to superior features.
- There is a broader geopolitical context, with countries potentially seeking alternatives to American-aligned entities like Apple, following actions against Huawei.
- Apple has played a significant role in supporting the Chinese consumer electronics industry and its supply chain, suggesting possible mutual dependencies between Apple and China.
- Commenters express the sentiment that while China may face challenges in the long run, Apple is likely to weather the storm and remain strong in global markets.