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The implementation of Apple AI in China has led to changes, and the iPhone's market share in the global market has declined.
Data shows that in 2024, the iPhone's Global market share declined by 1%, with sales decreasing by 2% year-on-year. Currently, Apple's Apple Intelligence has not been launched in the China market, and Analysts expect that iPhone shipments will decline by 6% year-on-year in the first half of this year. Zuckerberg believes that the sales difficulties of the iPhone are due to the lack of significant improvements in the new models compared to previous versions.
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Zuckerberg once again stated the "big truth": Apple lacks innovation and relies entirely on squeezing profits.
①Meta CEO Mark Zuckerberg accused Apple of lacking innovation in a podcast interview, stating that Apple has been stagnant for nearly 20 years since Steve Jobs invented the iPhone; ③ He also criticized Apple's profit model, such as the "Apple tax" and restrictions on third-party accessories.
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Has the market become overly optimistic about Apple? The analyst who knows Apple best, Ming-Chi Kuo, states that Apple will face more severe challenges this year.
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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CES Focused on AI and Accelerated Compute. These Companies Are Likely to Benefit.