Sina Technology News Beijing time June 23 morning news, according to reports, Morgan Stanley (Morgan Stanley) pointed out in a report that in May 2022,iPhone sales in China rose 14% year-over-year, but the App Store's growth in the Chinese market wasn't much.
According to the report, in May, the growth rate of the iPhone exceeded 14%, and the rapid growth was mainly brought about by the unblocking of the epidemic. The iPhone's Introducing Broker (IB) market share in China has grown for 21 consecutive months.
By comparison, the App Store is estimated to have grown just 1% as of June, and the App Store's global growth in May 2022 is around 6%.
According to data from the China Academy of Information and Communications Technology (CAICT), China's smartphone shipments in May were about 20.6 million units, down 9 percent year-on-year.
Morgan Stanley believes that iPhone shipments in China in May were about 4.2 million units, an increase of 14% year-on-year, while shipments of local Chinese brands fell 13% year-on-year, indicating that the iPhone is growing in China.
The report also said that in May 2022, 11.8% of Apple users switched to Huawei, and 24.6% of Huawei users switched to Apple. Considering that Huawei's share is smaller than Apple's, the above comparison is not meaningful. Apple's user retention rate remains high.
The easing of the epidemic is good for Apple's retail sales, and it is also good for Apple's Mac and iPad production. The data shows that as of June 16, the lead time for the MacBook Pro M1 was 56 days, compared to 62 days the previous week.
Morgan Stanley analysis said: “Although the delivery time is still 2 months, the shortened time may indicate that the supply chain is improving. Mac Studio was released in March 2022, and we have seen similar trends with this product. ., the delivery time is reduced by 6 days per week.”
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