【Interpretation】Apple's China market share was only 7% in July, and is expected to be no more than 5% in August
Time: Sep 16, 2022Views:
 
 
 
China market Apple cell phone sales in July fell 46% year-on-year, sales of only 1.43 million, China's market share of 7.2%, sales and market share of both down.
 
 
According to ChaoDian, Apple's cell phone sales declined, mainly affected by the overdraft consumption of 618, while Apple's inventory consumption for the release of new machines is also inevitable, and the market share is expected to be no more than 5% in August
 
 
 
 
Apple's cell phone fell 46% year-on-year, with sales of only 1.43 million units
 
 
In July 2022, Apple shipped 1.43 million cell phones in the Chinese market, down 46% year-on-year, with a market share of 7.2%, down 2 percentage points year-on-year, with both sales and market share declining.
 
 
Tide Power Intelligence expected Apple's market share to be no more than 8% back in July, and now the sales decline is in line with expectations.
 
 
 
 
The average market share of Apple's cell phones in China for the past seven months is 12.8%. Combining the impact of Apple's cell phones in the off months and inventory clearance, Tide Electric Intelligence expects Apple's market share in China in August to be no more than 5%.
 
 
In terms of cumulative sales, Apple shipped a total of 21.12 million units in China in the first seven months of 2022, up 2% year-over-year, and its market share rose to 13.53%, an increase of 3 percentage points.
 
 
 
 
As can be seen, Apple showed a slight increase in sales and market share in the Chinese cell phone market in the first half of the year.
 
 
China's cell phone market down 31% in July
 
 
In July 2022, the Chinese cell phone market shipped 19.1 million units, down 31% year-over-year. In addition to June, this is the sixth year-over-year decline since 2022.
 
 
With year-over-year growth rates of -18%, -32%, -41%, -34%, -9%, 9% and -46% from January to July 2022, China's cell phone market saw its biggest decline of the year.
 
 
 
 
In the first seven months of 2022, China's cell phone market shipped 156 million units, down -23% year-on-year.
 
 
The Chinese cell phone market has seen a sustained decline, and in addition to the impact of the low season and inventory, the dominant factor remains the epidemic, which has repeatedly led to low overall consumption, while the general downward trend in cell phones and the extended replacement cycle have both had an impact.
 
 
In the second half of 2022, the epidemic remains the biggest variable, and the overall cell phone market in China may remain sluggish as it is.
 
 
 
 
The current epidemic has improved, but there will not be any retaliatory consumption in 2020. Consumers have returned to rationality after three years of baptism, and China's cell phone market will pick up in the second half of the year but within a limited range.
 
 
According to the market data in the first half of the year combined with the current market industry chain, Tide Electric Intelligence expects that 2022 or the lowest sales volume in China's cell phone market in the past five years, falling below 300 million for the first time, and the final total will be around 250 million.
 
 
Summary
 
 
In July 2022, Apple shipped 1.43 million cell phones in China, down 46 percent year-on-year, with a market share of 7.2 percent, down 2 percentage points year-on-year, with both sales and market share declining.
 
 
 
TidePower Intelligence expects Apple's cell phone market share in China to be no more than 5% in August as the slow sales month approaches.