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库克谈大中华区营收下降原因
Cai Jing Wang· 2025-10-31 08:35
Core Insights - Apple CEO Tim Cook forecasts a recovery in revenue growth in Greater China for Q4 FY2025, driven by strong momentum from the iPhone 17 series [1] Revenue Performance - For Q4 FY2025, revenue in Greater China declined by 3.59% year-over-year, attributed to temporary supply constraints rather than weakened demand [1] - Supply limitations on certain iPhone models impacted both quarterly and annual performance comparisons [1] Competitive Landscape - Intense competition from Chinese brands such as Huawei is also cited as a contributing factor to the revenue decline [1] Demand Indicators - Cook noted "very healthy demand indicators," including a significant year-over-year increase in store traffic and strong market response to the newly launched iPhone 17 series [1] - Multiple models of the iPhone 17 continue to experience supply constraints [1]