Everyone knows that Apple is not only the most profitable technology company in the world, but also the technology company with the highest market value. Its market value once exceeded US$3 trillion. The main reason for this situation is that Apple has a strong closed-loop ecosystem and almost no competitors A series processors.
It is undeniable that in recent years, Apple's iPhone series has been loved by young people in China. The reason is very simple, that is, it is to show off its skills and be "faced". In addition, the chip "ban" has eliminated Huawei , and Apple has become the biggest beneficiary. While taking over the market share of , it has also made a lot of money in the domestic market.
Even Apple CEO O Cook once confidently stated that what you don’t worry about is the sales volume in the Chinese market.
Unexpectedly, the slap in the face came so soon. Because just recently, according to supply chain information, Apple has reduced the production target of iPhone 14 series from the original 90 million units to 87 million units, which is equivalent to a reduction of 3 million units. Apple has given a reasonable reason, that is, demand for iPhone 14 and 14 Plus models is weak.
So the question is, how did the iPhone 4 product, which was previously in short supply, suddenly announce production cuts? In fact, the answer is very simple, Apple can no longer bear it. First of all, after losing Huawei, Apple started to "squeeze toothpaste". Take the iPhone 14 series for example. Screen display, hole-punching design, and Lingdong Island are the remaining functions of Android. Even the daughter of , Jobs, , ridiculed her for being uncreative.
In other words, domestic consumers are disappointed with the "innovation ability" of Apple's iPhone 14 series products, and it is reasonable that sales have declined.
Secondly, the return of Huawei Mate50 series has snatched back a market share from Apple. According to data, in the third quarter of 2022, the global shipment of Huawei mobile phone reached 8.6 million units, an increase of 48% over the same period last year, ranking tenth with a market share of 3%. Obviously, Huawei was returning three years ago.
Compared with Apple's iPhone 14 series, Huawei Mate50 series has more advantages, such as Beidou satellite communication function, self-developed XMAGE imaging technology, Hongmeng operating system with the Internet of Things, etc. The key is that domestic consumers also gave the Mate50 series a high rating.
Finally, since the chip rules were modified, the global semiconductor industry has encountered a "cold winter". Chip giants such as Intel , Qualcomm , AMD have all suffered heavy losses, and Apple is no exception. It has evaporated its market value by about US$800 billion this year.
In this case, Apple had to consider cutting orders for A15 and A16 processors, and even suspended almost all recruitment activities until September 2023.
The most important thing is that there are reports that due to the lack of self-developed baseband chip , Apple's iPhone 15 series will continue to use Qualcomm chips, which also brings huge pressure on Apple's patent fees.
is precisely because of this. When the iPhone 14 series cut production by 300 units, it was said that Apple could not bear it anymore. Of course, the author also hopes that the majority of Chinese people should support domestic products more. The quality of domestic products today is not necessarily worse than that of "foreign products". What's more, many things in the past have proved that overseas companies are always unreliable at critical moments. What do you think about this? Everyone is welcome to leave a message, like and share.
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