From the birth of the first iPhone to the past 15 years this year, unlike the domestic manufacturers' machine sea tactics, Apple has only launched a total of 34 models, an average of two more per year. Some media have counted Apple's sales in China in the past 10 years, selling a total of 380 million mobile phones, becoming the biggest beneficiary of Huawei's sanctions.
According to statistics, Apple sold 13 million mobile phones in the Chinese market in 2011, which is also the lowest in history, and has seen a substantial increase in each year since then. In 2015, Apple's mobile phone sales peaked, ranking first with 58.38 million units, and Apple has not broken this record so far, because the iPhone 6 series of mobile phones was born that year. This may be Apple's history of word of mouth, sales double harvest of the song, so far the Internet is still circulating "buy new do not buy old, unless the iPhone 6" paragraph, but now has long stopped maintenance.
Since the beginning of the iPhone 7 series, Apple's sales in China have declined all the way, and each generation has a downward trend of hundreds to tens of millions, until the iPhone 11 reached a trough in 2019. Around 2020, the iPhone 12 series showed a significant growth momentum, the iPhone 13 series in 2021 nearly doubled, and the shipment of 50.4 million units was close to the best in history, why is there a strange V-word rebound?
There is only one real reason why Apple's domestic sales have rebounded so quickly, that is, Huawei has been subjected to unprecedented sanctions in 2020, and flagship mobile phone sales have fallen off a cliff. As Yu Chengdong, head of Huawei's terminal business, said: Falling down Huawei, eating Apple, Huawei's share in the domestic and even global high-end market has been ceded to Apple, and the low-end has been given to Samsung, OPPO, vivo, xiaomi, etc.
We can imagine that if Huawei had not been sanctioned for no reason, Apple's sales would continue to decline in 2020, and even not rule out falling out of 20 million units, back to the level of 2011. Unfortunately, there is no "if" in this world, Huawei's sales fell out of the top 5 almost negligible, Apple dominates the global high-end market is a fact, no one can change this, it is so helpless.
The good news is that the situation may change a little, Huawei announced the launch of the Mate50 series on September 6, and the iPhone 14 series that debuted on September 8, once again competing on the same stage after two years. Although This time Huawei's hardware is not dominant, there is neither Kirin chip nor 5G network, but to a certain extent can suppress Apple's momentum, as analyst Guo Mingqi said, Huawei mobile phone return can boost the morale of domestic brands and increase the confidence of impacting the high-end.
In the "peak showdown" in September, in fact, everyone has already expected the ending, Huawei is unlikely to win in sales, but as long as it can be released normally to meet the supply, it is already a very gratifying progress. Next, what Huawei needs to do is to coordinate the domestic supply chain and wait for the return of Kirin chips and 5G networks, which may be a year or two, or three or five years, but please believe that there will always be this day, and Apple will usher in this powerful opponent.