Ming-Chi Kuo's latest market report indicates a 10-12% decline in iPhone sales in China due to minimal improvements in the iPhone 16 series, despite stable overall smartphone sales.
Kuo warns that Apple's upcoming iPhone SE4 launch won't significantly boost sales due to historically limited impact the SE lineup has had in the market.
The iPhone 17 series, rumored to exclude physical SIM support in favor of eSIM, may face negative reception in China, where eSIM adoption by carriers is varied.
Despite projections of 225 million iPhone sales in 2025, Kuo notes this is a modest rise from 2024 and still underwhelming against the 240 million target.
Collection
[
|
...
]