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The analyst who understands Apple best: Apple will face more severe challenges this year, the market has been overly optimistic, and there is a risk of a decline in stock prices.
Ming-Chi Kuo's industry research indicates that Apple will face more severe challenges in 2025, including almost stagnant iPhone growth, no contributions from AI services, and a continuing decline in business in China.
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Most of the 'Sweet 16' Stocks Have Dominated. -2-
Ming-Chi Kuo: It is expected that iPhone shipments will decline by 6% in the first half of the year, while market share in China continues to decline.
He also mentioned that in December 2024, the shipment volume of Smart Phones in the China market is expected to be about the same as that in the same period of 2023, but iPhone sales are projected to decline by about 10% to 12%, indicating that the market share of iPhone in China continues to shrink.
Apple disclosed before the shareholder meeting: Cook's compensation increased by 18%, opposing the proposal to terminate diversification.
Apple (AAPL.US) disclosed that CEO Tim Cook's salary will increase by 18%, while also opposing a shareholder proposal that calls for the termination of the company's diversity program.
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Correction to Apple CEO 2024 Pay Rises Article -- WSJ
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Apple's Market Share Slides in China as iPhone Shipments Decline, Analyst Kuo Says
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