苹果打起价格战，国产手机只能靠边站

Core Insights - Apple has successfully regained market share in China with the iPhone 16 Pro, achieving a significant increase in activation rates due to a strategic price reduction [3][4] - The price drop has led to a surge in sales, with the iPhone 16 Pro activating 520,000 units in week 20 of 2025, nearly 3.8 times the previous week, while the Pro Max model saw a 100% increase [3][4] - Despite a strong sentiment for supporting domestic brands, consumer purchasing behavior shows a preference for Apple products, with over 63% of consumers choosing Apple when price is comparable [6][7] Market Dynamics - Apple's market share in China reached 21.5%, surpassing domestic brands like Huawei and Xiaomi, marking a return to the top position after several quarters [4] - The price strategy is seen as a response to the competitive pressure from high-end domestic models and aims to build momentum ahead of major sales events [4][8] - Domestic brands face challenges in high-end market profitability due to Apple's pricing strategy, which diminishes the perceived value of similar-priced domestic models [8][9] Consumer Behavior - Consumers express a desire to support domestic brands but often choose Apple due to its ecosystem and user experience, which are perceived as superior [6][7] - The integration of Apple products creates a seamless user experience that is difficult for domestic brands to replicate, leading to a loyalty that transcends price considerations [6][12] Competitive Landscape - Domestic brands are struggling with a "three dilemmas" situation: profit pressure in the high-end market, ecological shortcomings compared to iOS, and challenges in the mid-to-low-end market [8][9] - The competition is shifting towards AI capabilities and innovative scenarios, with domestic brands exploring new user experiences that Apple has not yet addressed [11][12] - The future of competition may hinge on who can redefine the smartphone experience, with AI and integrated ecosystems becoming critical factors [13][14] Strategic Recommendations - Domestic brands need to focus on creating a comprehensive ecosystem that can rival Apple's, emphasizing seamless integration across devices and services [11][12] - Innovations in AI and unique user scenarios could provide domestic brands with opportunities to differentiate themselves from Apple [12][13] - The path to success for domestic brands lies not in competing on hardware alone but in establishing a compelling reason for users to switch from Apple [15][16]