分析指出，尽管只是首发前三周的数据，但这对苹果来说是一个积极的信号，今年的发布会也比去年要好。iPhone贡献了苹果公司大约一半的销售额，iPhone需求回暖或将吸引消费者购买Apple Watch等配件或Apple Music等订阅服务。Data shows that the iPhone 16 series saw a 20% increase in sales in the first three weeks after its debut in china, with a 44% year-on-year growth in sales of high-end models. The recovery in iPhone demand may further drive sales of Apple Watch and other accessories. However, Apple still faces strong competition pressure from brands such as Huawei, Vivo, and Xiaomi.
Earlier this year,$Apple (AAPL.US)$iPhone sales performance was weak, with a 19% decline in sales in the first quarter in China, affecting Apple's related revenue for the third quarter. Currently, with the release of the iPhone 16 in September, there are signs of a rebound in iPhone sales in China.
On October 18, according to Counterpoint Research data, in the first three weeks after its launch in China, sales of the iPhone 16 series increased by 20%. So far, the performance of the new iPhones has been better than Apple's previous generations. Consumers continue to gravitate towards higher-priced models, with a 44% increase in sales of the high-end Pro and Pro Max models compared to the same period last year.
Analysts point out that although it is only data from the first three weeks after its launch, this is a positive signal for Apple, and this year's launch event is better than last year. iPhones contribute approximately half of Apple's sales revenue, and a recovery in iPhone demand may attract consumers to purchase accessories like Apple Watch or subscribe to services like Apple Music.
Counterpoint analyst Ivan Lam stated that early production issues affected the initial sales of the iPhone 15 series. He added:
Given the smooth increase in production, ongoing pricing strategies, and the wave of upgrades among existing iPhone users, the iPhone 16 series has experienced significant growth in the domestic Chinese market. The product mix has also seen significant improvements.
Despite a good start, the iPhone 16 still faces many local competitors this year. Vivo has just released its new flagship product X200 Pro, Huawei is expected to launch its next generation Mate device in November, and Xiaomi and Oppo will also update their product lines by the end of the year. According to Lam, Apple's smartphones are facing a strong challenge from Huawei's Mate 60 series, and Huawei's phone sales are still doing well.
In addition, preliminary data from Counterpoint Research's Smartphone 360 Tracking shows that global smartphone sales in the third quarter of 2024 increased by 2% year-on-year, marking the first year-on-year growth in the third quarter since the third quarter of 2018. Most markets saw some recovery in the third quarter, led by Western Europe, Latin America (LATAM), and Japan, all recording double-digit percentage growth year-on-year.
In terms of brand dynamics, analyst Tarun Pathak commented:
All smartphone OEM manufacturers benefited from the market recovery in 2024. The top ten brands have consolidated their market shares, with Samsung and Apple maintaining the top two positions in the third quarter of 2024, followed by Xiaomi, OPPO, and Vivo.
Editor/ping
