IDC: As Huawei grew 23% in China, Apple fell 20%

From Reuters’ “Apple iPhone sales in China fell by a fifth in fourth quarter: IDC.”

Apple Inc iPhone sales in China fell 20 percent year-on-year in the fourth quarter of 2018, while sales for smartphones made by home-grown rival Huawei soared by 23 percent, data from industry research firm IDC showed on Monday.

The report is the first to put a firm number on the scale of a recent decline in Apple’s fortunes in the world’s second largest economy, after Chief Executive Officer Tim Cook pointed to China as a big factor in a rare cut in the company’s quarterly sales forecast last month.

My take: As long as a smartphone in China is just a vehicle for WeChat, Apple S versions aren’t going to cut it.

8 Comments

  1. Fred Stein said:

    It may be bigger than Smartphone sales in China.

    Huawei is the pride of China. Both have great global ambitions, and great resources. By starting a trade war, we have strengthened their resolve and home country loyalty to compete in the rest of world, especially emerging markets.

    1
    February 11, 2019
    • Gregg Thurman said:

      By starting a trade war,

      You’re kidding, right?

      0
      February 11, 2019
      • Dan Scropos said:

        That is exactly what I was going to ask. China steals $200-$300 billion per year via IP theft. They do so blatantly and without consequence. Enough is enough. The latest example is the Chinese former Apple employ attempting to board a flight with Apple’s autonomous driving secrets.

        1
        February 11, 2019
    • Turley Muller said:

      Huawei is going to need it because its ambitions for the developed world has gone up in smoke. That is not going to help favorability of western brands among the Chinese consumers.

      1
      February 11, 2019
  2. Gregg Thurman said:

    Huawei didn’t overtake Apple, WeChat did.

    Facebook has the potential of becoming the “WeChat” for the west. If Zuck is ever forced out we we should be afraid.

    1
    February 11, 2019

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