2023-09-18 04:38:00
In addition to commenting that the iPhone 15 Pro Max model has exceeded Apple’s expectations, analyst Ming-Chi Kuo also said that the Huawei Mate 60 family might impact iPhone sales in China.
And, as China accounts for around 25% of Apple’s sales in the global market, this should certainly be taken into consideration by the Cupertino company.
For Kuo, it is still too early to predict the size of the impact of Huawei’s return, but this will become clearer at the end of the year.
The analyst also says that the Chinese market should even collaborate with the high demand for the more expensive iPhone, but the standard models should have sales below expectations. This is because this audience may end up migrating to the options offered by Huawei, as they are more cost-effective.
Another detail commented by Kuo involves the rumor regarding a possible blocking of iPhone sales in China. Even though the Chinese government denied any action in this regard, the rumor ended up “catching on” among consumers.
Many people have already chosen to buy national smartphones in order to avoid future problems. This can be seen mainly in Huawei stores, as they are all very full.
The ban on the use of the iPhone in public offices might also contribute to a significant increase in demand for Huawei’s options. This is because China has many public servants or those linked to the government.
As expected, it is still too early to know the extent of the impact of Huawei’s return to the Chinese smartphone market, but there are those who are betting that the company can quickly return to leadership.
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