No company can stand alone in a generally low environment, except Apple.
A few days ago, the data of a number of statistical companies was freshly released, and the shipments of mobile smartphones of Samsung, OPPO, Xiaomi and other companies have fallen sharply, and Apple is the only top smartphone manufacturer that increased its shipments year-on-year in the previous quarter.
Apple previously posted a record fiscal second quarter, with the company's revenue of more than $97 billion last quarter, exceeding expectations. Industry statistics firms Strategy Analytics, Canalys and IDC also shared a report on smartphone shipments in the last quarter. Although there are differences in exact numbers and estimates, in all three reports, Apple is the only manufacturer to see growth last quarter.
According to data given by Canalys, Apple has grown 8% compared to the same period last year and now occupies 18% of the total market share. Apple still lags behind Samsung in overall market share, but Samsung fell 4 percent in the last quarter. The Strategy Analytics report said market share for other Android smartphone makers, such as OPPO and Vivo, fell 29 percent and 30 percent, respectively.
Apple said last quarter that despite supply constraints, iPhone sales grew more than 5 percent year-over-year to $50.6 billion. Apple CEO Tim Cook said demand for the iPhone 13 series remains strong and expects demand to continue. At present, the domestic epidemic situation has recurred, and the production capacity of some foundries has been affected. Apple expects supply chain problems to continue into the next quarter.
On the 28th, Apple's chief financial officer Luca Maestri said that the epidemic and chip shortages made it difficult to produce enough products to meet customer needs. Supply restrictions will cost Apple $4 billion to $8 billion, depending on how long it will take suppliers to get back to operations. Apple CEO Tim Cook said that while almost all factories are now back in operation, it will take a while to get back to standard production levels. As of now, supply issues have mainly affected the iPad and high-end MacBook Pro models. Cook said most product categories will be affected in the future, which will eventually affect Apple's revenue in the June quarter.