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安卓厂商集体兼容苹果,能抢走多少iPhone用户?
虎嗅APP· 2025-05-07 10:58
Core Viewpoint - Android manufacturers are increasingly integrating with Apple's ecosystem to attract iPhone users, as the smartphone market growth slows down and they seek new opportunities for expansion [7][8]. Group 1: Android Manufacturers' Strategies - Vivo launched the X200 Ultra and X200s, which allow deep integration with Apple's ecosystem, enabling data transfer and notification sharing between Vivo and iPhone devices [4][6]. - Other Android brands like OPPO and Xiaomi have also introduced features for file transfer and remote control with Apple devices, indicating a collective move towards compatibility with Apple's ecosystem [6][15]. - The strategy of compatibility is seen as a necessity for Android manufacturers to capture new users, particularly from Apple's loyal customer base [7][8]. Group 2: Market Share and Performance - According to IDC, in 2024, Apple's market share in China is projected to be 15.6%, ranking third, while it holds a dominant 60% share in the premium market segment priced above $800 [9]. - The market share data for 2024 shows Vivo at 17.2%, Huawei at 16.6%, and Apple at 15.6%, with Apple experiencing a decline of 5.4% year-over-year [11]. - Xiaomi's smartphone shipments have shown significant growth, with a 39.9% increase in Q1 2025 compared to Q1 2024, indicating a successful strategy in attracting users from Apple [19][20]. Group 3: Challenges in High-End Market - Despite efforts to attract Apple users, Android manufacturers face challenges in converting them to high-end products, as many users still prefer mid-range options [27][28]. - The high-end smartphone market has seen a shift, with Huawei gaining market share at the expense of Apple, while other Android brands have not significantly increased their presence in this segment [24][27]. - The integration with Apple's ecosystem has not yet translated into substantial gains in the high-end market for brands like OPPO, Vivo, and Xiaomi [24][27].