Core Viewpoint - Apple has announced price reductions for its iPhone 16 Pro series ahead of the upcoming "618" shopping festival in China, marking a strategic shift in its pricing approach to boost sales during major promotional events [1][3][4]. Pricing Strategy - Apple has issued a price adjustment notice to its channel partners, with significant reductions for the iPhone 16 Pro series, including a $160 decrease for the iPhone 16 Pro Max and a $176 decrease for the 128GB version of the iPhone 16 Pro [1] - The price cuts coincide with the "618" promotional activities on major e-commerce platforms, indicating Apple's intent to enhance competitiveness during this sales period [1][3]. Sales Performance - Apple's revenue from the Greater China region has been declining for seven consecutive quarters, with a reported income of $16 billion in the latest quarter, down 2% year-over-year [4] - In the most recent fiscal quarter, Apple reported total revenue of $95.4 billion, with iPhone sales contributing $46.84 billion, representing a 2% year-over-year increase [4]. Market Position - In the first quarter of 2025, Apple shipped 9.2 million units in China, an 8% decline year-over-year, resulting in a fifth-place ranking in the Chinese smartphone market with a 15% market share [4]. Future Outlook - Apple remains optimistic about the Chinese market, with positive performance noted in other product lines such as Mac, iPad, and Apple Watch [5] - The introduction of AI features in iOS 18.6, supported by Alibaba and Baidu, is expected to stimulate a replacement cycle for iPhones in the domestic market [5].
国内电商大促在即,苹果iPhone 16 Pro系列官方调价