Why does this matter? Aren’t these “old” phones?
“Old” is a subjective term. It isn’t really relevant to iPhone models if consumers are still buying them in droves. The iPhone 8 is still doing well in some markets, for example.
Apple reportedly even brought the iPhone X back from the brink of extinction, presumably to address low sales of newer models. (Newer models like
the Xs and the
Xr haven’t exactly met expectations, highlighting the fact that “old” and “new” don’t necessarily mean much in the smartphone business.) All of this to say that while these are not the latest iPhones, they are still
very important products for Apple. Popularity is a better measure of an iPhone model’s value than how new or old it is.
Note that it isn’t easy to zero-in on the exact number of each iPhone model sold anywhere, not just in China, since
Apple no longer makes unit sales numbers available. Still, we estimate that these “old” phones could potentially account for somewhere between half and 60% of iPhones sold in China. Apple’s attempts to minimize the importance of this ban is understandable, but in my view, it doesn’t reflect the reality of iPhone sales on the ground.