China Is Eating Apple's Lunch: Where Smartphone Maker Ranks Vs Asian Competitors
China Is Eating Apple's Lunch: Where Smartphone Maker Ranks Vs Asian Competitors
Apple Inc. (NASDAQ:AAPL) is losing its mojo in China's crucial market as its domestic players gain ground. The uncertainty regarding the availability of the Apple Intelligence feature in the country is an additional downer.
隨着國內企業的崛起，蘋果公司（納斯達克股票代碼：AAPL）正在失去在中國關鍵市場的魔力。Apple Intelligence功能在該國可用性的不確定性又令人沮喪。
The iPhone maker's market share in China plunged to sixth place from third in the second quarter of 2024. According to Canalys, Apple had a market share of 14%, down by two basis points year-on-year.
這家iPhone製造商在中國的市場份額從2024年第二季度的第三名跌至第六位。根據Canalys的數據，蘋果的市場份額爲14％，同比下降兩個點子。
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China's smartphone shipment grew 10% year-on-year to over 70 million units in the second quarter. Vivo emerged as the number one with a 19% market share by shipping 13.1 million units, up by 15% year-on-year, driven by solid performance in offline channels and robust online sales during the Chinese e-commerce festival.
第二季度，中國的智能手機出貨量同比增長10％，達到7000萬部以上。受線下渠道的穩健表現和中國電子商務節期間強勁的線上銷售的推動，Vivo以19％的市場份額脫穎而出，同比增長15％，以19％的市場份額脫穎而出，同比增長15％。
OPPO remained in second position with a 16% market share after shipping 11.3 million units. HONOR came third with a market share of 15%, backed by shipments of 10.7 million units, implying a 4% growth year-on-year.
在出貨1130萬台之後，OPPO以16％的市場份額保持在第二位。HONOR以15％的市場份額位居第三，這得益於1070萬台的出貨量，這意味着同比增長4％。
Huawei Technologies Co bagged the fourth position with a 15% market share supported by shipments of 10.6 million units, which grew by 41% year-on-year. Xiaomi Corp (OTC:XIACF) (OTC:XIACY) came fifth with a market share of 14%, backed by a 17% year-on-year shipment increase to 10 million units.
華爲技術公司以15％的市場份額位居第四，這得益於10.6萬台的出貨量，同比增長41％。小米公司（場外交易代碼：XIACF）（場外交易代碼：XIACY）以14％的市場份額排名第五，這得益於出貨量同比增長17％至1000萬台。
Canalys attributed the local brands' success to the early significant discounts and promotions backed by offline channel enhancements.
Canalys將本地品牌的成功歸因於早期的重大折扣和促銷活動，這些折扣和促銷活動得到了線下渠道的增強。
The local brands continue to tap the Chinese premium smartphone market by integrating generative artificial intelligence, and their deep collaboration with regional supply chains is a significant advantage, Canalys noted.
Canalys指出，本土品牌通過整合生成人工智能，繼續開拓中國高端智能手機市場，他們與區域供應鏈的深度合作是一個顯著的優勢。
Canalys also flagged Apple's struggle to maintain adequate inventory levels, keep retail prices in check, and maintain the margins of channel partners.
Canalys還表示，蘋果在維持足夠的庫存水平、控制零售價格和維持渠道合作伙伴的利潤率方面做出了努力。
Huawei's $2,800 Mate XT trifold phone launching on September 20 coincides with the release of the iPhone 16 models. Apple's iPhone 16 Pro Max starts at $1,199, while the standard iPhone 16 is $799.
華爲將於9月20日推出的價值2,800美元的Mate Xt三折手機恰逢iPhone 16機型的發佈。蘋果的iPhone 16 Pro Max起價爲1,199美元，而標準的iPhone 16起價爲799美元。
International Data Corporation (IDC) expects global smartphone shipments to increase by 5.8% to 1.23 billion units in 2024, marking a recovery with generative AI posing as a significant catalyst.
國際數據公司（IDC）預計，到2024年，全球智能手機出貨量將增長5.8％，達到12.3，這標誌着以生成式人工智能爲重要催化劑的復甦。
However, due to higher competition in China, Android growth is expected to beat Apple iOS. As per IDC, Apple's success hinges on its capability to forge local AI partnerships in China.
但是，由於中國競爭加劇，預計安卓的增長將超過蘋果iOS。根據IDC的說法，蘋果的成功取決於其在中國建立本地人工智能合作伙伴關係的能力。
Ivan Lam, senior analyst at Counterpoint Research told SCMP that iPhone market share in the premium segment will likely decline as Huawei and other Chinese brands gain traction.
Counterpoint Research的高級分析師伊萬·林告訴南華早報，隨着華爲和其他中國品牌的吸引力，iPhone在高端細分市場的市場份額可能會下降。
Apple has not yet revealed its plans for AI integration in China, which could place it at a disadvantage in the race to implement AI, SCMP cites Canalys analyst Lucas Zhong. However, Lam noted that pent-up demand for iPhone upgrades may still boost sales in China.
南華早報援引Canalys分析師盧卡斯·鐘的話說，蘋果尚未透露其在中國進行人工智能整合的計劃，這可能會使其在實施人工智能的競賽中處於不利地位。但是，林指出，被壓抑的iPhone升級需求仍可能促進中國的銷售。
Price Action: AAPL stock closed at $222.66 on Wednesday.
價格走勢：AAPL股票週三收於222.66美元。
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