iPhone中国销量2年来首次增长

Core Viewpoint - Apple's iPhone sales in China experienced a year-on-year growth of 8% in Q2, marking the first increase in two years, indicating a potential turning point for the company in its key market [1][2]. Group 1: Sales Performance - In Q2, Apple's iPhone sales in China grew for the first time since Q2 2023, with an 8% year-on-year increase [1]. - Promotional activities since May, including discounts on the iPhone 16 and increased trade-in values, have positively impacted Apple's sales performance [2]. - The timing of price adjustments before the "618 shopping festival" contributed to the sales boost, as noted by Counterpoint's Ethan Qi [2]. Group 2: Competitive Landscape - Huawei's sales in Q2 increased by 12%, making it the largest smartphone vendor in China, followed by Vivo and then Apple [4]. - Industry experts highlight Huawei's strong customer loyalty as a factor in its sales growth, particularly as core users upgrade their old devices [4]. Group 3: Market Challenges - Apple's stock has faced a decline of approximately 15% this year due to various adverse factors, despite the recent sales growth in China [2].