Huawei’s smartphone sales in mainland China exceeded Apple’s sales in August, marking the first time in 46 months that Huawei’s smartphone sales in mainland China exceeded Apple’s, according to a new report from research firm CINNO. That’s because the U.S.-licensed company continues to ride on the success of last year’s resurgence of 5G devices. year.
This is in line with a survey by the China Academy of Information and Communication Technology, a government-affiliated think tank, which reported that overseas smartphone shipments, including Apple’s iPhone, decreased by 12.7% year-on-year in the same month. Domestic smartphone shipments during the same period increased by 26.7% to 24.05 million units, so shipments in August decreased from 2.14 million units in the same period last year to 1.87 million units.
CINNO did not immediately respond to a request for comment Thursday.
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The competition between Huawei and Apple in the world’s largest smartphone market has taken on new importance as the Shenzhen-based telecoms equipment giant revives its handset business amid recent struggles on U.S. soil. .
Strong demand for Huawei’s high-end device models such as the Mate and Pura series, as well as foldable smartphones such as the recently launched Mate XT, pushed the company’s average selling price and wholesale revenue to record highs in the second quarter, according to It is said that Tech Insights. China remains Huawei’s core market, accounting for 89% of global smartphone shipments, the company said.
China’s smartphone market has been steadily gaining momentum this year, with more consumers gravitating towards local brands. According to data from research firm IDC, market leader Huawei had a 17.5% market share in the first half of the year, with total domestic shipments exceeding 140 million units, an increase of 7.7% from a year ago.
Huawei’s tri-fold 5G smartphone “Mate XT” was released last month on the same day that Apple’s iPhone 16 series hit store shelves in nearly 60 countries, creating a lot of buzz.
Ahead of the release of the new iPhone, Apple fell from the top five smartphone vendor rankings in China in the second quarter. According to IDC, Apple’s market share on the mainland has shrunk to less than 14%.
The Cupertino, California-based technology giant’s sales in Greater China, which includes the mainland, Hong Kong and Taiwan, reached US$14.73 billion in the June quarter, down 6.5% from a year earlier.
Customers inside the Apple Store in Shanghai when the iPhone 16 series was officially released in approximately 60 countries on September 20, 2024. Photo: Bloomberg alt=A customer inside the Apple Store in Shanghai on September 20, 2024, when the iPhone 16 series was officially released in around 60 countries on September 20, 2024. Photo: Bloomberg>
According to Kuo Ming-Chi, an Apple analyst at TF International Securities, Apple’s iPhone assembly orders remain largely unchanged from previous market expectations.
“Suppliers were asked to continue producing two products. [iPhone 16] “Pro models are on sale during China’s National Day holiday, indicating that demand for pro models so far is largely in line with expectations,” Kuo wrote in an X post on Wednesday.
Apple CEO Tim Cook has expressed confidence in the company’s long-term prospects in China, but Apple Intelligence, the company’s on-device artificial intelligence (AI) system, is not available in China. Mainland consumers’ enthusiasm for the iPhone 16 has suffered. Chinese until next year. Generative AI systems are also highly regulated in this country.
“The next focus will be on the impact on demand in the U.S. market.” [or] Kuo maintained his previous forecast for fourth-quarter production of the iPhone 16 series to be 88 million to 89 million units.
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