China sales plummet 19%: Apple suffers in the United States, iPhone activation volume drops to six-year low

News on April 25, according to the latest market research organization Counterpoint data, iPhone sales in the Chinese market fell by 19% in the first quarter, falling to third place in the fierce Chinese market.

This decline is considered to be the iPhone's worst quarterly performance in the Chinese market since the outbreak of the new crown epidemic in 2020.

Some industry insiders pointed out that the decline in sales was partly due to Apple’s abnormal increase in shipments in early 2023, and also due to intensified competition from local brands such as Huawei.

Not only that, in the US market, Apple's performance is also unsatisfactory, and the activation ratio of iPhone has dropped to a new low in recent years.

According to the latest data, the iPhone currently accounts for only one-third of all newly activated smartphones in the United States, down significantly from 40% last year.

Apple once dominated the smartphone market but now faces stiff competition from Android devices, which now account for two-thirds of the new activation market.

This change in the market landscape mirrors what happened six years ago, when iOS and Android squeezed competitors like BlackBerry and Windows out of business.

There are several reasons for the decline in iPhone sales. As smartphone prices continue to climb, their durability also decreases, causing users to hold on to their older devices for longer.

The extended life cycle of smartphones has mainly affected Apple, as the company has relied on frequent upgrades to drive sales growth. Currently, the decline in activation rates is an important indicator of changes in consumer behavior in the smartphone market.

People are increasingly reluctant to upgrade their devices as quickly as they once were, preferring to wait for more substantial updates or technology shifts.

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