Apple's iPhone Sales in China Down an Estimated 30% in Q1 2019, Huawei Continues to Dominate

[Pedling]

Your completely right regarding sustainable sales growth over saturation of developing markets.

Here is another question, Who is going to make all the phones for these android oems.

Other than Huawei, a private company that sells a lot of cheap phones, the android premium market is crumbling. Samsung had a 60% collapse in revenue, phones aren’t selling and that’s really bad because they supply most of the components that go into their phones.

lg, HTC, and sony are pretty much finished.

Razer stopped making android phones and fired the team from the nextbit acquisition.

Even the relicensed Nokia and blackberry devices have failed.

Leneovo and Xiaomi have both begun to decline in sales as well.

The only player left is bbk mobile and they are cleaning up in China and India. But for now long?

Its not Phones their is the major cause, but selling ram, displays, components, if its go bad for Apple, Samsung will be hit as a supplier...

 

[FFR]

Its not Phones their is the major cause, but selling ram, displays, components, if its go bad for Apple, Samsung will be hit as a supplier...

No it’s actually Samsung phones that’s responsible That’s causing the decline.

I hope you are able to understand that Samsung ram, Samsung displays, and Samsung components all make up a Samsung phone. If Samsung doesn’t sell the phone it hurts all their other divisions as well.

Samsung displays only fabricates OLED displays for apples Xs series to apples specification. The iPhone doesn’t include any other components from Samsung. iPhones revenue was actually great last quarter.

Samsung’s mobile division had a 40% yoy decline in revenue. Components had 60% yoy decline in revenue. Samsung display posted a loss.

S10 is a flop
Galaxy fold has a defective design
S10 5g started to explode.

Yeah it’s really bad for Samsung,

 

[Elyzien]

When did that happen? iPhone X was $999 in 2017; the XS was better in almost every way and still $999 in 2018. Sales in the China region were $45 billion in 2017, in 2018 they’d increased to $52 billion.

Are there pricing challenges in China? Sure. But have they priced themselves out of the market? No, they haven’t.

Well, Apple recently lowered prices in China on XR, so I am correct.

 

[jjjccc]

You guys just don’t know what is going on in China.. yes, cameras, storage, and other specs vs value could be one of the reasons that iphone sales are declining in China. But the main reason is the retention of Huawei’s CFO in Canada by the US government has enraged Chinese people throughout China. The Chinese gov’t has banned the use of iphone in military and all gov’t facilities. Many companies in China have also restricted the use of iPhone. If any employee caught using iphone at work, they will be either fired or fine for a fee of their monthly-annual income.

 

[JPack]

You guys just don’t know what is going on in China.. yes, cameras, storage, and other specs vs value could be one of the reasons that iphone sales are declining in China. But the main reason is the retention of Huawei’s CFO in Canada by the US government has enraged Chinese people throughout China. The Chinese gov’t has banned the use of iphone in military and all gov’t facilities. Many companies in China have also restricted the use of iPhone. If any employee caught using iphone at work, they will be either fired or fine for a fee of their monthly-annual income.

The popularity of iPhone 11 in China blasts your theory right out of the water.

Fact: the Chinese market cares about specs. Unlike the U.S., 5G is already available in 50 Chinese cities. The 3 largest carriers in the world (all in China) have 5G plans - available today.

For $900, consumers can buy a 5G Huawei phone with 6.6" OLED, quad-rear camera, dot projector Face ID, and 128GB storage.

 

[PickUrPoison]

Well, Apple recently lowered prices in China on XR, so I am correct.

Did you miss the part where I said there are pricing challenges in China? Yes, Apple products are expensive, and yes, they’ll sell more if they offer some discounted pricing. But they’re not “priced out” of the market, nor were they before those small cuts to juice demand.

Also, the negative sentiment towards Apple that the government was pushing appears to be in the past, as 4Q2019 revenue ($11.134 billion) showed only a very slight drop from 4Q2018 ($11.411 billion).

 

[npmacuser5]

Apple employ‘s over 300,000 workers in China plus sizable investments. China has a vested interest in Apple’s success. At least in the near term.