Apple's iPhone Loses Top Spot In China To Huawei (cnbc.com) 37
According to a report from Jefferies analysts, Huawei has overtaken Apple's iPhone as the smartphone market share leader in China. CNBC reports: The analysts said smartphone sales in China have showed positive growth year over year, driven primarily by high double-digit growth in Android sales led by Huawei, Xiaomi and Honor devices. But Apple's iPhone has seen a significant, double-digit decline, and its volume growth year over year has been negative since the iPhone 15 launched, according to the analysts.
"We believe weak demand in China would eventually lead to lower-than-expected global shipments of iPhone 15 in 2023," the analysts wrote, adding that the trend suggests the iPhone will "lose" to Huawei next year. The Jefferies analysts wrote that Android's volume growth can't be chalked up to discounts and that discounts on iPhones, excluding the iPhone 15 models, have been stable, while the average discount for Android "is not high." The analysts noted that resale iPhone 15 devices are all "trading at discounts to official selling prices," which also reflects the weak demand in China.
"We believe weak demand in China would eventually lead to lower-than-expected global shipments of iPhone 15 in 2023," the analysts wrote, adding that the trend suggests the iPhone will "lose" to Huawei next year. The Jefferies analysts wrote that Android's volume growth can't be chalked up to discounts and that discounts on iPhones, excluding the iPhone 15 models, have been stable, while the average discount for Android "is not high." The analysts noted that resale iPhone 15 devices are all "trading at discounts to official selling prices," which also reflects the weak demand in China.
Re:Good luck with that (Score:4, Interesting)
https://www.youtube.com/watch?... [youtube.com]
https://www.youtube.com/watch?... [youtube.com]
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I'm not necessarily disputing it, but why? Huawei is a member of the Open Handset Alliance which develops Android, so why would they fall behind? Reference: https://en.wikipedia.org/wiki/... [wikipedia.org]
Re:Good luck with that (Score:4, Insightful)
China is full of fake things. "Tofu dredge construction"
But more importantly, China is basically suffering right now with western companies pulling out, so "weaker demand" might simply be a consequence of higher unemployment and falling real estate values.
Re: Good luck with that (Score:1)
Being in China myself, it really doesn't feel like China is suffering. Not at all.
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Hey!
What are you doing bringing "observable reality" into a fact-free nationalistic chest thumping?
Re: Good luck with that (Score:1)
I think you maybe need to update your views. China used to be like you describe, but not so much any more. People can afford the real thing so they buy that.
Even when fake things were common, it wasn't hidden (like it is in the west). You were literally offered a choice between fake or real, with price to match and pros/cons were clear.
I remember buying HDD here - the fake ones were described as less reliable and shorter life, but were significantly cheaper.
For some purposes, fake is a better choice, especi
Re: Good luck with that (Score:1)
Are there any apps used inside China that don't actually target phones that are available inside China?
I struggle to think of any apps that are popular outside China that are used inside China.
So, yeah, developers will make sure their apps work for the phones their customers are using.
I'd've thought that would go without saying, but I guess not.
Banned (Score:2, Interesting)
Makes one wonder why they were banned in the US doesn't it... Would be an interesting headline if true "Threatened by the rise of Huawei, Apple calls on their friends in the US Gov".
Re: (Score:2)
Apple isn't really powerful enough to blatantly lobby for special protection. And the cost of getting caught is far too great. Besides, tech companies, especially in silicon valley are terrible at keeping secrets.
I have a much simpler answer. Accusations of Huawei being used as a entry point for Beijing-led spying efforts were used as a basis for the Trump administration's jingoistic distractions. Threats of unrealistic tariffs without any real plan drove him to sling accusations in order to save face. The
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I have an even simpler explanation. China actively spies on allies and aggressively state-sponsors hackers who break into foreign government systems. There's a reason everyone on the planet except Russia is moving away from Chinese relations.
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What is the key difference here with the US?
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Apple is the world's biggest corporation by market cap. The jewel in the US tech crown.
That said, the Huawei ban was more about protecting Cisco and other US infrastructure companies who got screwed when Huawei invented some of the key 5G technologies and brought them to market years before anyone else, and at more competitive prices.
Interestingly just today we learned of a new, actively exploited zero-day in Cisco gear: https://blog.talosintelligence... [talosintelligence.com]
If your security sucks and you can't fix it, spreading
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Contrary to popular opinion, you can't just buy a batch of senators and have them ban your competitors. Really you'd need to bribe the United States Department of Commerce's Bureau of Industry and Security. And have them add the business to the Entity List. And the DOC is an executive branch and is administrated by an appointee of POTUS rather than by Congress.
Now explain to me how Apple would pay Donald Trump to ban Huawai?
real ROFLMAO now
Re: LOL @ anti-China ignoramus (Score:2)
Quite a lot. The CCP has a membership of 98 million so you can guess the scale of these edicts by using that as a starting point.
Piracy (Score:2)
This is b/c you can't pirate on an iPhone. Or at least it's very hard and requires a bunch of cumbersome steps.
Bans (Score:2)
Last time when Huawei was poised to take world market share from Apple, the US government banned them and started a trade war with China, now they are out of bans to impose.
On the other hand, I owned a Huawei phone (P20) and I can see why they deserved their marked share, but now without Google apps and services, value simply isn't there. I can expect them having top marked share in China, but not worldwide.
Re: Bans (Score:3)
No Google apps and services sounds like a bonus point. Although in this case theyâ(TM)ve probably been replaced by alternatives that have been backdoored for the Chines authorities.
Re: Bans (Score:1)
No GMS is a selling point, for some.
But, yeah, not for those locked in already.
In China, they're locked into wechat, but that works "everywhere", so they can still choose Apple or Android.
Of course, Huawei are gradually moving their HarmonyOS away from Android. I wonder if they'll ever remove the compatibility altogether.
Re: (Score:2)
Before Huawei got banned, they not just shipped locked bootloaders, but pushed updates to lock already opened bootloaders. I'm still curious if Huawei phones are still locked down tight, or if one can throw an OS like LineageOS onto them somehow.
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Weak demand will lower prices right? (Score:2)
Re: Weak demand will lower prices right? (Score:2)
Blame it on the Charge (Score:2)
Never would have happened if they didn't adopt USB-C.