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China iPhone Sales Likely to Continue Losing Ground to Huawei in 2024
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Does any of it matter? Companies have been viewing countries as juristictions to be navigated rather than an entity in and of itself. Apple are a worldwide company in every sense of the word. They are as much chinese as they are Indian, European and American. It would be better to call them a 'Terran' company for all the good it would do.
Nail on head. Folding phones, whilst a cool bit of engineering are a little bit 'Windows Sideshow' for my tastes. The high end and the larger margins are the only place for real growth. $400 Android handsets are now such good value it hard for anyone to stand out.
come on what patriotic fervor? westerner are so errogant. Chinese are not dumb. They have to spend their hard earn money wisely as people usually pay full price for their phone instead on a plan. The ability to make satellite call and 5.5G are killer features and most people don't need the fastest chip as they only use their phone for TikTok and WeChat.
I worked with a company supplying software to (many) consumer phone companies and all the innovation was happening in China, and certainly not with Apple. Many of us remember the days when Apple did have some low level of innovation (e.g. click-wheel iPod, original Jony Ives iMac, original iPhone, App Store) but nowadays each iteration of products is just a minor tweak of both hardware and software. Even the Vision Pro looks like it's going to be a souped-up Quest at a silly price.
But we stay with Apple because they have locked us into their eco-system ... and continue to enjoy getting fleeced! That's how smart they are, they have us hooked.
But we stay with Apple because they have locked us into their eco-system ... and continue to enjoy getting fleeced! That's how smart they are, they have us hooked.
as apple's supply base moves from china to vietnam and india (albeit on the backs of chinese companies extending operations into those countries) china's importance to apple as a sales market is going to decline.
the chinese government will have less and less reason to not put apple in the same category as other western companies which have felt more and more that china is just not worth it. apple has largely been able to escape chinese governmental wrath due to apple making so much of its products within china. vietnam and india change this paradigm.
apple made the strategic decision about 8 to 10 years ago that it would play along with china's rules and restrictions regarding iPhone hardware available within china, firmware on iPhones sold within china, and china app store available apps.
apple aided and abetted the selling out of chinese consumers' personal privacy. apple made a clear strategy of convincing itself that it would be somehow ethical to follow the legal restrictions that china has put on products that are available within china that work to make that country even more autocratic.
but doing this has pitted apple's USA/western europe oriented "principled face" vs. doing what was good for AAPL's best interest.
i think the "principled face", the "we care about your privacy" marketing, i think that side of apple somehow does match its real corporate self better than what it sold out to in china.
in another 8 to 10 years, we will see apple manufacturing at another cross roads. this time in india.
as independent and traditionally non-aligned as india is, it is a country that is seething in intolerance with a long long tradition that forces companies to fit its own model in order to do business within india.
the domestic china market meaning not so much to apple anymore will be good for apple. and not so good for AAPL.
the chinese government will have less and less reason to not put apple in the same category as other western companies which have felt more and more that china is just not worth it. apple has largely been able to escape chinese governmental wrath due to apple making so much of its products within china. vietnam and india change this paradigm.
apple made the strategic decision about 8 to 10 years ago that it would play along with china's rules and restrictions regarding iPhone hardware available within china, firmware on iPhones sold within china, and china app store available apps.
apple aided and abetted the selling out of chinese consumers' personal privacy. apple made a clear strategy of convincing itself that it would be somehow ethical to follow the legal restrictions that china has put on products that are available within china that work to make that country even more autocratic.
but doing this has pitted apple's USA/western europe oriented "principled face" vs. doing what was good for AAPL's best interest.
i think the "principled face", the "we care about your privacy" marketing, i think that side of apple somehow does match its real corporate self better than what it sold out to in china.
in another 8 to 10 years, we will see apple manufacturing at another cross roads. this time in india.
as independent and traditionally non-aligned as india is, it is a country that is seething in intolerance with a long long tradition that forces companies to fit its own model in order to do business within india.
the domestic china market meaning not so much to apple anymore will be good for apple. and not so good for AAPL.
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And this is exact reason why US government banned most Huawei devices from networks. And if anyone tries to bring them into US, expect long interrogation at Customs and Border checkpoint before they let you go.
As long as Huawei is associated the PRC government, US government will do whatever it takes to make sure the phone itself is ultimately banned from being used or even brought to US, and encourage other nations to do the same. It’s spying waiting to happen.
If China bans iPhones or Google phones outright, Biden or some future administration will retaliate in kind by banning Huawei phones as well.
I don’t think it is the customer’s job to come up with ideas for innovation. Just because you cannot come up with new ideas doesn’t mean that under different leadership the iPhone couldn’t be light years ahead in innovation.
LOL because 7nm chips are smaller than 3nm? hahaha
add in software that knows the hardware...
Another good reason to pull as much manufacturing out of China.
Smart money would be on more than one other country so not held captive...
Smart money would be on more than one other country so not held captive...
Massive price rises would be due to exchange rate which even Apple doesnt control...
Thanks Tim Cook for selling us out to the Chinese that was not a smart think to do now you are reaping what you sow🤔🤔🤔
It is kind of satisfying to see Apple flopping in China even after all the sucking up they do for the Chinese government.
I’m talking declining sales due to price hikes. The fact that the iPhone 15 Pro starts at €1200 and goes up to €2000 due to “inflation” is of zero concern to the customer. Apple is ultimately responsible for the final price and customers respond accordingly.Massive price rises would be due to exchange rate which even Apple doesnt control...
I know it will be limited to china, but a 3rd OS option will be good for competition. I hope it's successful
I don't know if Huawei's sudden rise in popularity is because of some kind of patriotic fervor, OR it's more that their hardware is genuinely good and getting better, while Apple's latest smartphone hardware advances boil down to "we switched from stainless steel to titanium, man doesn't that titanium feel so premium? 🤪"
Ooof, if you thought running android on your phone was bad for privacy, these guys are creating their very own.
For the same reason, while I never owned a Palm device, I wish for Palm OS to return as an alternative to iOS and Android.
this has nothing to do with democracy, this huawei favoritism is a reaction by the chinese consumer from all the anti china agenda by the west.
If Apple were a Chinese company then the CCP wouldn't have banned iPhones for govt employees to encourage the purchase of phones from actual Chinese companies.
There will be no alternative mobile OS if it cant launch with all the regular social media, banking, games, etc. apps people expect to use. Thats one of the main reason why Palm OS and Windows Mobile failed.
‘If only Steve was still alive…’.
Impress me with a true and significant smartphone innovation by another company. And no flip phones please…
I see many Chinese buying iPhones in Japan and bringing them back. Yes, they get them past costumes at the airport.
funny to see these writings about how China banned them.