Group 1 - The core viewpoint of the articles highlights that Apple's iPhone 17 series significantly boosted smartphone sales in China during the Double 11 shopping period, leading to a 3% year-on-year increase in overall smartphone sales [1] - The iPhone 17 base model saw over a 100% increase in sales compared to the previous year, while the Pro and Pro Max models also experienced mid to high double-digit growth, aided by a promotional discount of 300 RMB [1] - Excluding Apple, the smartphone market in China experienced a 5% decline year-on-year, indicating a cautious consumer environment and weak momentum heading into Q4 [1] Group 2 - Huawei faced the largest decline in performance due to the delayed launch of its flagship Mate 80 series, which was released two weeks after Double 11 [2] - Xiaomi's sales dropped by 11% year-on-year, primarily due to the early release of its Xiaomi 17 series, which shifted the sales peak forward by a month, coupled with weaker performance of older models [2]
Counterpoint Research:苹果(AAPL.US)推动中国双11期间智能手机销量同比增长3%