Counterpoint: Apple’s iPhone rules China

From “Apple iPhone is No. 1 in China for 6 Consecutive Weeks Now,” released Thursday:

apple china counterpoint According to the latest China Smartphone Weekly Tracker from Counterpoint Research, Apple continues to be the top smartphone brand in terms of sales units and revenue in China for six consecutive weeks. Apple rose to the first place in China right after the iPhone 13 was released (week 39). Afterwards Apple has been in leading position for the majority of the period, seldom giving way to Chinese competitor vivo. The new iPhone 13 has led the success. The relatively lower starting price at its release in China helped boost sales, as well as the new camera and 5G features. Furthermore, Apple’s main competitor in the premium market, Huawei, faced declining sales due to the ongoing US sanctions.

The initials sales of the iPhone 13 series in China exceeds sales of its predecessors. With the release of the iPhone 13, Apple has taken the top spot in sales in China and has maintained the number 1 position excluding the brief period during Singles Day. This success is also followed by the strong performance of the iPhone 12, contributing to an increase in Apple’s overall sales.

Commenting on the outlook, Research Director Tom Kang said “Apple’s only true competitor in China till now was Huawei and it is now facing serious production issues due to the US sanctions. Apple is likely to continue its high performance in China, until other competitors catch up in both brand and quality.”

My take: The Huawei effect on Apple’s continues.

6 Comments

  1. Michael Goldfeder said:
    Does Rod Hall use Counterpoint Research for his China channel checks? How about Toni S?

    2
    January 13, 2022
  2. Robert Paul Leitao said:
    In my view, this is good news now leading into the Lunar New Year celebrations and it may be good news for the iPhone franchise in China through the release of the iPhone 14 series handsets particularly if there are conspicuous changes to the form in next year’s release.

    4
    January 13, 2022
  3. Steven Philips said:
    My take: The Wow Wee effect!

    3
    January 13, 2022
  4. Bruce Oran said:
    My concern is that this could bring unwanted scrutiny from the Chinese government. They were none too happy when sanctions were imposed. It wouldn’t take much to cause a rift. Doing business in China has shown itself to be perilous, even for Chinese companies!

    1
    January 13, 2022
    • Bart Yee said:
      While true, the Chinese have been “good” partners for Apple / Foxconn and provided fairly stable jobs for hundreds of thousands of Chinese looking for skilled technical assembly and technological jobs. This is not unnoticed by Beijing. Also, the general rise of some or much of urban China has given some uplift of much of the country.

      While the Chinese government wants to rigidly control everything, Apple devices, it’s American / Western design provides some engagement and influence on younger middle class Chinese, and in the long run, that may be a beneficial relationship and understanding mechanism between our two cultures and nations.

      Tim Cook has done, IMO, more for Chinese-American relations than most in our lifetime and hopefully that brings our countries closer together rather than farther apart. We are mutually interdependent economically and physically through food, agriculture, many different types of goods and services than either care to admit. Literally half of our retail businesses or more depend on Chinese made goods while they depend on American soybean, pork, and other food commodities to help feed their massive population. The Chinese people, like us, would like nothing more than to be given an opportunity to make and do relative good, have a family and be able to support them. Is that not what we want for ourselves too?

      If Apple can help bridge that gap and help all of us to find more common ground, then the engagement of the Chinese and APAC countries, along with other regions is worth the risks and sacrifices.

      4
      January 14, 2022
      • David Emery said:
        I think this is correct. Cook’s Apple has also been influential in worker rights/worker treatment (despite NYT articles to the contrary.)

        2
        January 14, 2022

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