Reuters-China iPhone sales strong Apple tells investors as Huawei threat looms
November 3, 2023 3 min 433 words
这篇报道显示，尽管面临着来自华为等中国本土手机制造商的竞争，苹果仍然在中国市场保持了强劲的iPhone销售。这是积极的消息，因为中国市场在今年的7-9月季度手机销售虽然有所下滑，但苹果似乎增加了市场份额。值得注意的是，尽管整体手机市场可能有所萎缩，但苹果在城市中国地区有四款手机进入了畅销榜前五名，这表明其在高端市场上仍具有吸引力。 然而，与此同时，华为的中国智能手机销售似乎在这一季度取得了强劲的增长，尤其是其Mate 60 Pro手机，其采用了先进的国产芯片，尽管多年来一直受到美国的严重制裁。这表明华为在本土市场仍具备竞争力，并可能成为苹果的一项挑战。 尽管苹果在中国市场的整体销售有所下降，但其对Mac电脑和iPad销售的解释似乎表明，这些产品类别的销售不如iPhone表现。此外，苹果的芯片供应商高通也对中国市场前景表示乐观，预计销售将有望增长，这也是一个积极的信号。 总体而言，苹果在中国市场保持强劲，但需要密切关注华为的竞争，尤其是其使用国产芯片的手机。在这个竞争激烈的市场中，苹果需要不断创新和提供吸引力的产品，以维持其领先地位。
Apple (AAPL.O) said on Thursday that demand for its iPhones in China was strong, trying to reassure investors who are worried it is losing ground to a newly resurgent Huawei Technologies [RIC:RIC:HWT.UL] and other local smartphone makers.
"In mainland China, we set a quarterly record for the September quarter for iPhone," Chief Executive Tim Cook told Reuters in an interview. "We had four out of the top five best-selling smartphones in urban China."
Apple appeared to have gained market share in China in the July-September period, even if the overall smartphone market may have contracted, he said on a conference call with analysts.
The company expects to sell more iPhones in the holiday quarter despite this year's quarter having one fewer week of sales than the prior year's, Cook said.
Research firm Canalys estimated that overall smartphone sales in China fell 3% in July-September from a year earlier as consumers bought fewer smartphones as an economic recovery was choppy.
That was slower pace of decline than previous quarters, a sign that a slump in the market had eased. Sales of iPhones in China fell 6%, Canalys said.
On the other hand, analysts estimate that Huawei's China smartphone sales grew strongly in the quarter. Its Mate 60 Pro phone has grabbed headlines for using an advanced China-made chip despite being squeezed for years by debilitating U.S. sanctions.
Apple said on Thursday that its overall sales in China dipped 2.5% but it blamed tough Mac computer and iPad sales for that. Cook said sales there grew after accounting for foreign-exchange rates.
Apple's sales in China have fallen in three of the four quarters in its 2023 fiscal year, which ended Sept. 30.
Apple's comments followed optimistic commentary from its chip supplier Qualcomm (QCOM.O) on Wednesday, which signaled that a two-year-long slump in the smartphone market was easing, led by a recovery in China.
Qorvo (QRVO.O), another wireless connectivity chip supplier to Apple, also said inventory levels at their China customers were slowly falling and that the company had recorded its largest bookings quarter in more than two years.
Both chipmakers posted upbeat forecasts, with Qualcomm predicting a 35% quarter-on-quarter rise in sales to Chinese smartphone customers.
Qualcomm is also facing new competition from Huawei's chips, but said on Wednesday it does not expect Huawei's re-entry into the market to affect its relationship with Chinese smartphone companies.