"95% of Apple's products are still manufactured, manufactured and assembled in China, and we are committed to win-win cooperation with supply chain enterprises, not only in terms of revenue generation, but also in environmental protection, social responsibility and education."
Cook's second trip to China this year is a big mouthful of apple milk, and now apples are returning to the Chinese market.
Resolutely do not buy Apple phones with "curry flavor"
After the release of the iPhone 15, there was news.
There are rumors that there are noses, eyes, and related reports.
Apple quickly refuted the rumor, saying that the Bloomberg report had been misinterpreted, and the original text should have been: "Apple will sell Indian-made iPhones for the first time on launch day." ”
At present, India only produces about 7% of iPhones, and China produces about 90% of iPhones. India's capacity is not enough to supply the entire Chinese market.
As soon as the explanation came out, everyone exclaimed: It turns out that the Chinese market really has apples made in India 15!
When they first heard the news, domestic consumers directly shot up at that time and made a vow on various platforms: resolutely not buy Apple mobile phones with "curry flavor".
It's been almost a month, what's the result?
The decline in sales volume was serious, and the price fell by more than 1,000 yuan
According to Counterpoint's latest report, Apple's iPhone 15 series sales in China are slower than expected.
iPhone 15 sales fell 4.5 percent in the first 17 days of its launch in China, while Jefferies analysts said the decline could be even greater, and the analyst believes that Huawei's performance is expected to surpass Apple in 2024.
As early as the day of the iPhone 15's first launch, there was news of a "break". Shenzhen Huaqiangbei multiple third-party channels quoted, iPhone 15 and iPhone 15 Plus prices are lower than the official website price.
In addition, the "Double 11" promotion, under the tens of billions of subsidy activities of individual e-commerce platforms, the iPhone 15 series that has just been on sale for one month has directly come to a thousand yuan price reduction.
Price comparison between an e-commerce platform and the official website after subsidy.
iPhone 15 128GB is 5198 yuan (5999 yuan), 256GB is 6098 yuan (6999 yuan);
iPhone 15 Plus 128GB is 6148 yuan (6999 yuan), 256GB is 7048 yuan (7498 yuan);
iPhone 15 Pro 128GB is 7498 yuan (7999 yuan), 256GB is 8048 yuan (8999 yuan);
iPhone 15 Pro Max 256GB is 9098 yuan (9999 yuan), 512GB is 10798 yuan (11999 yuan), 1TB is 13398 yuan (13999 yuan).
Why is there a double decline in sales and price?
1, Huawei Mate60 Pro competition pressure is too great.
2. The overall market demand has declined.
3. Stubborn Chinese consumers decided to "hold on".
How long will it last?
It depends on when the "Double 11" event starts.
"Double 11" Apple teaches Chinese manufacturers and consumers another lesson
To think about consumer psychology, you have to be an old businessman, and Cook is one.
A few years ago, it was almost impossible to buy a reduced price first iPhone in September and December every year, but now it is casually a thousand yuan drop.
Consumers were overjoyed, thinking that Apple phones were bowing their heads under the coercion of their "resolute refusal to buy".
But as everyone knows, this strategy Apple has been playing for a long time, and once became a nightmare for domestic manufacturers.
Today, the smartphone market is completely saturated, and even in the past two years, there has been a sharp decline in market demand.
In this context, Apple played a routine.
"Cashback flow", through the rapid reduction of price and higher gross profit Pro Max models to obtain more abundant cash flow;
"Drop the new and increase the old", before the release of new products every year, the price of old models rises to the end of the year. At the beginning of the following year to "618", during this period, the price decreased, and in September, the new model decreased, and the old model rose...
Unbelief?
Give a picture of 618, let's compare it yourself.
In February this year, the iPhone 14 series opened an omni-channel price reduction, and set the earliest price reduction record for new machines, and the iPhone 15 series omni-channel price reduction is estimated to come earlier.
Let's talk about why Apple's price reduction is a nightmare for domestic manufacturers.
The brand effect Apple has hit out, but it has the highest premium for the advertisement of "I'm worth this money".
Every year, Apple can take away more than 80% of mobile phone profits, and Samsung takes another 12%, leaving a group of domestic manufacturers with a total profit of less than 8%.
It has this confidence in promoting and reducing prices.
It is this confidence that allows it to maintain shipments and revenue, and domestic manufacturers only envy their share, and have to deal with its price war, and even some manufacturers have to choose to "cut orders" in order to ensure profits.
Double 11 has begun, the racing list of various platforms has also come out, not surprisingly, Apple is still the first, domestic manufacturers to similar activities, can only use low-end products to charge sales, charging scenes.
This year's Double 11 recommends that if you have to buy apples, buy new (15) and do not buy old (14).
epilogue
Cook came to China and said that Chengdu is so beautiful.
Cook came to China and said he would donate 25 million.
Cook came to China to say that 95% of Apple's products are still produced, manufactured and assembled in China, and we are committed to win-win cooperation with supply chain enterprises...
After that..."Double 11" began.
Domestic consumers saw the "sincerity" and were tempted by the price, so they returned to the arms of Apple.
I don't know that Cook went to India, Vietnam, Thailand... The same reassuring words: "Apple is committed to expanding its supply chain locally."
-End-
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