销量同比骤降47%！外国手机在华遭遇“滑铁卢”，苹果不香了？

华尔街见闻01-04 17:22

销量“跌麻了”，外国手机似乎“不香了”。 1月3日，据媒体测算，2024年11月，外国手机品牌在中国市场的出货量仅为304万部，同比大幅下降47.4%，环比跌幅更是高达51%。激烈竞争下，外国手机品牌在这个全球最大的智能手机市场中面临的压力越来越大。有分析指出，苹果手机在这些出货量中占据了绝大部分份额，而三星等其他国际品牌仅占很小的一部分。因此，这一数据在很大程度上反映了苹果在中国市场的销售状况...

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Foreign mobile phones have encountered \"Waterloo\" in China, and Apple is not fragrant?","themeId":"354490fe3b194e9e70c8ebbb08dff135","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"MACW.SI":0.6},"content_text":"销量“跌麻了”，外国手机似乎“不香了”。\n1月3日，据媒体测算，2024年11月，外国手机品牌在中国市场的出货量仅为304万部，同比大幅下降47.4%，环比跌幅更是高达51%。激烈竞争下，外国手机品牌在这个全球最大的智能手机市场中面临的压力越来越大。\n有分析指出，苹果手机在这些出货量中占据了绝大部分份额，而三星等其他国际品牌仅占很小的一部分。因此，这一数据在很大程度上反映了苹果在中国市场的销售状况。\n造成外国手机品牌销量骤降的主要原因是来自国产品牌的激烈竞争，其中华为表现强势，推出了多款深受消费者欢迎的高端智能手机。根据市场研究机构IDC的数据，2023年第三季度，华为的增长速度远超苹果。\n面对日益激烈的竞争，苹果公司也在积极应对，将希望寄托于去年9月发布的iPhone 16系列，并承诺将通过Apple Intelligence软件推出一系列全新的AI功能，以期实现复苏。与此同时，苹果的国内本土竞争对手也已经开始在其设备上推广自己的AI功能。\n为了提振iPhone 16的销量，苹果日前宣布，将于1月4日至7日期间在中国市场开启新年促销活动，覆盖iPhone、Mac、iPad、Apple Watch、AirPods、Apple Pencil等几乎苹果产品全品类：\n\n“用户购买指定产品最高可享受800元人民币的优惠。换购新iPhone另有折抵优惠。”\n\n分析认为，本次开启的突然降价幅度并不算大，但仍可帮助苹果赶在春节来临之前提升一波销售业绩，并在与国产手机品牌的竞争中拔得新年头筹。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2500866294"}