Apple sold 2.3 million iPhones in the Chinese market in January, an increase of nearly 37% compared to December last year, Tencent Tech reported on Saturday.
A report from the China Academy of Information and Communications Technology on Monday showed that in January 2020, smartphone shipments in China were 20.366 million units, a decrease of 36.6% year-on-year, of which Android phones accounted for 88.7% of smartphones. Based on this calculation, the iPhone was 2.3 million units that month.
Regarding the increase in iPhone sales, in the previous financial report, Apple CEO Tim Cook stated that Apple's iPhone sales in China in the first fiscal quarter of 2020 achieved double-digit growth, and Apple's top four best-selling mobile phones in the region There are three seats in the name.
However, in the coming February, iPhone sales in China will decline sharply, which is caused by the epidemic, Tencent Tech said.
A report from UBS shows that iPhone sales in February could be much worse due to supply and demand issues caused by the coronavirus.
The report pointed out that compared with the previous month, Chinese consumers' demand for iPhones fell by 28% in February, a decline that exceeded the same period of previous years.
Analysts pointed out that, like Huawei, OPPO, and vivo, Apple's sales in China are very dependent on the offline market, but the outbreak of the epidemic has made this sales almost stagnant.
Because the current situation is not stable, Apple has not given a new revenue outlook. UBS believes that the company's recovery rate in the second quarter is more dependent on the demand side, and the situation on the demand side is very difficult to predict.
Not long ago, Apple Corp. cancelled its revenue outlook for the first quarter of this year, saying that the coronavirus has affected its sales and reduced production.
The company also closed all 42 physical stores in China due to the outbreak. These stores are currently reopening.
It is worth mentioning that the epidemic has affected Apple's supply chain. Although foundry partners such as Foxconn have resumed work, production capacity can only be restored to about 50% of the previous level. Many workers have not returned to their original jobs due to the epidemic. Many production lines are in a state of discontinued production.
A source in the industry chain said that the outbreak limited Foxconn and other foundries' capacity, and Apple had to postpone the launch of the low-cost iPhone. The original plan was to launch the device next month (the previous rumored release was March 31, and the release time was (April 3), and now the re-release time has not been finalized after the delay, and the possibility of eventual cancellation will not be ruled out.
