Apple’s iPhone sales in China continue to decline, raising concerns about the company’s future in the region. According to a report from JP Morgan, the decline in iPhone sales is happening at an accelerating rate. While this may seem worrying, there is a silver lining for Apple.
JP Morgan suggests that Apple’s services, such as Apple TV+ and iCloud, may be able to offset the decline in iPhone sales. They predict that by focusing on these services, Apple could generate more revenue and eventually recover from the decline in smartphone sales in China.
Analysts from JP Morgan also highlight the long-term potential for recovery. They believe that Apple’s service offerings will play a significant role in bolstering the company’s income amidst declining hardware sales. Although the exact timeline for China’s smartphone market recovery remains uncertain, JP Morgan maintains its confidence in Apple’s resilience by maintaining its price target of $215 for Apple stock.
It is worth noting that lower shipments to China are expected to impact Apple’s overall iPhone shipments for 2024. Analysts suggest that this is partly due to reduced shipments to China, where consumers are showing a preference for smartphones with generative AI features and foldable designs. Furthermore, strong competition from local brands like Huawei poses additional challenges to Apple’s market share in China.
Despite these challenges, industry analysts believe that Apple has the potential to recover in China. While the company faces intense competition and shifting consumer preferences, its focus on services and upcoming product releases offers hope for a turnaround.
In conclusion, Apple’s declining iPhone sales in China present a challenge for the company, but its services and long-term potential for recovery provide optimism in the face of these challenges.
苹果在中国的iPhone销售持续下滑，引发人们对该公司在该地区的未来感到担忧。根据摩根大通的一份报告，iPhone销售下滑的速度正在加快。尽管这看起来令人担忧，但对于苹果来说有个好消息。
摩根大通提出，苹果的服务，如Apple TV+和iCloud，有可能抵消iPhone销售下滑的影响。他们预测，通过专注于这些服务，苹果可以增加更多收入，并最终从中国智能手机销售下滑中恢复过来。
摩根大通的分析师还强调了长期恢复的潜力。他们认为，苹果的服务业务将在减少硬件销售的背景下发挥重要作用，以增加公司收入。尽管中国智能手机市场恢复的确切时间线尚不确定，摩根大通仍然对苹果的抗击力保持信心，并维持对苹果股票的215美元的价格目标。
值得注意的是，预计对中国的出货量减少将影响到苹果2024年的整体iPhone出货量。分析师们认为，这部分是由于对中国的出货量减少，中国消费者对具有生成性人工智能功能和可折叠设计的智能手机表现出偏好。此外，来自华为等国内品牌的激烈竞争也给苹果在中国市场份额上带来了额外的挑战。
尽管面临这些挑战，行业分析师们认为苹果有望在中国恢复。虽然公司面临着激烈的竞争和消费者偏好的变化，但其对服务业务的关注和即将推出的新产品释放出了希望。
总之，苹果在中国iPhone销售下滑给公司带来了挑战，但其服务业务和长期恢复的潜力在面对这些挑战时提供了乐观态度。
关键词解释：
1. 服务业务 (services): 指苹果提供的Apple TV+和iCloud等服务。
2. 智能手机 (smartphone): 一种能够执行多种计算机功能的移动电话。
3. 物流 (shipments): 产品的运输和配送过程。
推荐相关链接：
– 苹果官网
– 摩根大通官网
– 华为官网