According to Fast Tech on December 24, the enthusiasm for iPhones among Chinese consumers has indeed diminished significantly compared to the past, reflecting the current market dynamics in China.

A digital blogger recently shared data on the activation share of Apple phones in the Chinese market for the week of W50, indicating a notable month-on-month increase but still failing to match the same period in the previous two years.

As illustrated in the chart, during W50, the activation share of Apple phones in China was approximately 16%, a substantial jump from roughly 12% during W49.

In comparison, during the same weeks in 2022 and 2023, Apple's activation shares were higher, at approximately 21% and 18%, respectively.

In fact, starting from the week of W37, Apple's activation share in China has generally shown a year-on-year decline, with the red line representing 2024 largely staying below the yellow and green lines from previous years.

Regarding the current performance of iPhones in the domestic market, besides Apple's slower innovation pace and apparent shortcomings in its phones, a pivotal factor is the continuous advancement of domestic mobile phones.

Intriguingly, Apple's latest iPhone 16 series has recently undergone significant year-end price reductions on e-commerce platforms, offering discounts of up to 1,200 yuan when combined with consumption vouchers, starting at 4,999 yuan. Will this promotional strategy help Apple regain momentum towards the end of the fourth quarter?