Apple experiencing subdued demand in China after Huawei‘s robust comeback
华为强劲复苏后，苹果在中国的需求疲软
Apple’s iPhone demand in China has reportedly dropped, especially for the iPhone 14 Pro and Pro Max. This is probably due to Huawei‘s strong comeback in China and labor protests last November. Analyst Ming-Chi Kuo noted Foxconn supply chain issues caused a 12 million unit reduction (abovementioned models) in November 2022, leading to a lower revenue baseline for 4Q22. But Apple expected its 4Q23 revenue also to be similar to 4Q22, indicating a slower momentum triggered by China’s demand decline.
据报道，中国对于iPhone 14 Pro和Pro Max的需求已经下降，这可能是因为华为在中国的强劲复苏以及去年11月的劳工抗议事件。分析师郭明池指出，富士康的供应链问题导致了2022年11月这两个型号的销量减少了1200万台，使2022年第四季度的收入基准降低。但是，苹果预计2023年第四季度的收入也将与2022年第四季度类似，表明中国需求下降引发了增长动能的减缓。
