Apple has succeeded, it has increased its sales in China. And it was exactly what I needed to tackle the upcoming WWDC24 developer conference. Apple had no intention of sitting idly by. In fact, the strategy in China has always been similar: sell cheaper. The iPhone 15 Pro, for example, has received discounts of almost 200 dollars in some of the most popular online stores.
And the outlook wasn’t exactly encouraging. From the second half of January to the second half of February, Apple lost four positions, going from leader to fifth smartphone distributor
The latest data confirms that Chinese domestic brands shipped 20.58 million phones in April (85% of the total), while foreign brands shipped 3.49 million units (-7% month-on-month). ‘other or +51.7% over one year), with Apple in first position. In fact and again according to expert Yuan Gao, most of these devices belong to Apple. While this doesn’t translate into cold, hard sales, it does. responds to growing demand after the latest sales.
The iPhone is recovering in China and Apple is betting for 4 billion
According to Wedbush analyst Dan Ives, Apple will be worth more than $4 trillion in 2025, when an AI-powered iPhone 16 marks a new cycle at the brand. According to their reports, the price increase of the new model will represent a potential gain of 47% compared to the current model. And think about the next WWDC, which will be held from June 10 to 14, the “most important event of the decade” for Apple itself.
Bringing generative AI to the consumer with the help of a leading partner like OpenAI is of course a huge shake-up for the current image of an Apple that has fallen slightly behind its most direct competitor, Microsoft. But the commercial strategy in China consisted of devaluing the product: will we repeat this operation with the new model?
According to the analyst, this partnership will also lay the foundation for a “new AI-powered App Store as developers create consumer apps.” The more possibilities, the more services for users. According to his estimates, the iPhone 16 could exceed 270 million units and become the most successful Apple device of this decade.
For now, the China strategy is working and it is the best thermometer to measure Apple’s activity in Asia. Because what they sow during these months, they will reap during the next financial year, when the time comes to renew the equipment and millions of iPhone customers will have to evaluate whether switching to an iPhone with fully integrated AI is enough to make this jump.
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