5月苹果iPhone中国销量升至第一

Core Insights - Apple's iPhone sales in China rose to the top position in May, with global sales increasing by 15% year-on-year during April and May, marking the strongest performance for the tech giant since the COVID-19 pandemic [1] Sales Performance - The primary driver of global sales growth is the recovery in Apple's two largest markets, China and the United States [1] - Apple has benefited from tariff evaders and has also seen double-digit growth in Japan, India, and the Middle East [1] Market Competition - The outlook for iPhone performance in Q2 appears promising, but the trajectory will largely depend on the U.S. and Chinese markets [1] - In response to increasing competition from domestic rivals in China, Apple has implemented price reductions to maintain competitiveness [1] - In May, Chinese e-commerce platforms offered discounts of up to 2530 yuan on the latest iPhone 16 model [1]