Core Insights - Apple's smartphone sales in China declined by 6% year-on-year in the first eight weeks of Q3, indicating ongoing challenges in regaining market leadership despite a recovery in Q2 [1][4][5] - Currently, Apple holds a 12% market share in China, ranking sixth, while competitors like Xiaomi, OPPO, and Huawei each hold 16%, and Vivo leads with 19% [4][5] - The upcoming iPhone 17, seen as a significant upgrade, is set to launch globally, prompting competitors to adjust their strategies, such as Xiaomi moving up the release of its flagship phone [4][5] Market Performance - Apple's sales recovery in Q2 was partially attributed to government subsidies, but the latest data shows that the company still needs to catch up with competitors [4][5] - Tim Cook noted that the customer base for iPhones in Greater China reached a record in Q2, which has positively impacted sales of other Apple products [5] Competitive Landscape - The competition in the Chinese smartphone market remains intense, with rivals adjusting their strategies in response to Apple's new product launches [5] - Xiaomi's CEO announced an earlier release of their flagship phone to compete directly with Apple's offerings, highlighting the competitive dynamics in the market [5] Consumer Preferences - AI features have not yet become a significant sales driver for Apple in China, with consumers primarily focusing on practical factors like battery life and cost-effectiveness when making purchasing decisions [6]
苹果iPhone在华销量大幅下滑,17系列能否扭转颓势?