10/21 2024 403
With clearer data disclosure, iPhone16 has swept away the sluggishness, which is quite different from previous rumors. iPhone16 is very popular in the Chinese market, and the more expensive Pro version is more popular with Chinese consumers, with higher growth than the standard version. Chinese consumers really buy more expensive iPhone16.
The starting price of iPhone16 this year is still 5999 yuan, and the whole series uses A18 processor, which is quite different from the previous standard version using the previous generation processor. At the same time, the memory capacity of the standard version has also increased by 2GB, so it is praised as adding quantity without increasing price.
After the launch of iPhone16, some people believe that Apple has lost a lot of market share to Chinese mobile phones - its reservation volume is far less than that of a domestic mobile phone. However, after the launch of iPhone16 in offline retail stores in China, consumers queued up to buy again, highlighting that loyal fans are not affected by media propaganda and still rush to buy the newly launched iPhone16.
Chinese e-commerce also contributes to the popularity of iPhone16. Some e-commerce platforms provide a 600 yuan discount subsidy for iPhone16, reducing its price to 5399 yuan. Apple chose to accept this by default, because now Apple cares more about iPhone sales. As for e-commerce platforms reducing the price of iPhone16, it does not affect Apple's profits, but helps Apple attract more iPhone users.
All these factors have driven iPhone16 sales in the Chinese market. However, as a listed company, Apple generally does not randomly release data. All sales data can only be disclosed after market sales data are available. However, there is debate among analysts about whether iPhone16 has achieved sales growth.
With iPhone16 having been on sale for four weeks, actual sales data is gradually being disclosed. Some overseas institutions have pointed out that iPhone16 sales increased by 12% in the first two weeks. Recently, analysts have pointed out that iPhone16 sales in the Chinese market have grown even higher, with a 20% increase in the first three weeks. Sales of the high-end Pro version have increased by 44% in the Chinese market, and Chinese consumers prefer to buy the more expensive Pro version.
The third quarter data also shows that iPhone16 has driven iPhone sales growth. Market research firm Counterpoint believes that Apple accounted for 16% of the global mobile phone market in the third quarter, while Samsung ranked first globally with a 19% share. Canalys data shows that both Samsung and Apple achieved an 18% share of the global mobile phone market in the third quarter of this year, but Samsung retained its position as the global leader with a slight advantage.
iPhone16 has only been on sale for about two weeks in the third quarter, but it has driven a surge in Apple's share of the global mobile phone market, even matching Samsung. This further proves how popular iPhone16 is, and this is also Apple's highest sales record in the third quarter over the years.
Apple now cares more about iPhone sales because its profits mainly come from service business, which relies heavily on iPhone users. iPhone users are more willing to purchase Internet services than Mac, iPad and other hardware users. Therefore, Apple is willing to reduce iPhone hardware profits and make money through service business.
With the upcoming Singles' Day promotion, Apple has prepared a more aggressive sales plan. It is reported that tonight, Apple will jointly offer a 1600 yuan discount with an e-commerce platform, hoping to achieve higher sales during Singles' Day. After all, Singles' Day is the last shopping boom of the year. In contrast, domestic mobile phones recently offer only 100 to 200 yuan discounts, far less than Apple's offer. Apple is likely to become a big winner on Singles' Day.