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中国手机市场下滑?但仍是苹果销量的主力军

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Apple's first-quarter earnings are coming up February 1 (we'll have a full preview), at which time we'll get a much clearer picture of the impact of its 2024 phone line, especially the new iPhone X.

苹果第一季度经营报告即将于2月1号发布(届时我们将会有一个完整的查看),到时候我们可以更加清晰的看到苹果手机产品线在2024年度的销量影响,尤其是苹果X。

By most accounts the numbers will be strong, and the key driver of phone sales in the quarter may be the China market. This is despite the overall Chinese smartphone market declining in 2024.

一般来说,这个数字还是很庞大的,而且中国市场是苹果手机在本季度销售中的中坚力量。尽管2024年,苹果在中国智能手机的市场销售量整体下滑。

Morgan Stanley Research Analyst Katy Huberty says iPhone X adoption in China “dwarfed” the competition (Oppo, Vivo, Huawei) in the quarter, and outpaced sales of the iPhone 8 and 8 Plus

.摩根士丹利的研究分析师Katy Huberty说,iPhone X进入中国市场后,与竞争对手(Oppo, Vivo,华为)在第四季度中”相形失色”。不过,还是超过了iPhone 8和8 Plus的销量。

She adds that iPhone retention rates (the likelihood of customers continuing to buy the devices) continue to climb higher than Apple's Chinese competitors.

她补充说,iPhone的保留率,也就是消费者继续购买这些设备的可能性持续攀升,超过了苹果在中国的竞争对手。

Meanwhile, Canalys says the world's largest smartphone market (China) ended its growth streak with a 4% decline in 2024 to 459 million units–caused in large part by a surprising 14% year-on-year contraction in the fourth quarter to 113 million units.

与此同时,Canalys说世界上最大的智能手机市场—中国,在2024年手机销售增长量下滑到4%,跌落到四亿五千九百万台,这很大程度上是因为第四季度同比收缩了令人咋舌的14%,跌落到一亿一千三百万台。

Analyst Neil Cybart of Above Avolan expects a 5% year-over-year lift in overall iPhone sales for the fourth calendar quarter, putting sales of the devices at 82 million for the holiday quarter.

高于来自Avolan的分析师Neil Cybart预计,第四季度iPhone的整体销量会比去年同期增长5%,在假期的这个季度,手机销售量会增加到八千两百万。

Apple's first-quarter earnings are coming up February 1 (we'll have a full preview), at which time we'll get a much clearer picture of the impact of its 2024 phone line, especially the new iPhone X.

苹果第一季度经营报告即将于2月1号发布(届时我们将会有一个完整的查看),到时候我们可以更加清晰的看到苹果手机产品线在2024年度的销量影响,尤其是苹果X。

By most accounts the numbers will be strong, and the key driver of phone sales in the quarter may be the China market. This is despite the overall Chinese smartphone market declining in 2024.

一般来说,这个数字还是很庞大的,而且中国市场是苹果手机在本季度销售中的中坚力量。尽管2024年,苹果在中国智能手机的市场销售量整体下滑。

Morgan Stanley Research Analyst Katy Huberty says iPhone X adoption in China “dwarfed” the competition (Oppo, Vivo, Huawei) in the quarter, and outpaced sales of the iPhone 8 and 8 Plus

.摩根士丹利的研究分析师Katy Huberty说,iPhone X进入中国市场后,与竞争对手(Oppo, Vivo,华为)在第四季度中”相形失色”。不过,还是超过了iPhone 8和8 Plus的销量。

She adds that iPhone retention rates (the likelihood of customers continuing to buy the devices) continue to climb higher than Apple's Chinese competitors.

她补充说,iPhone的保留率,也就是消费者继续购买这些设备的可能性持续攀升,超过了苹果在中国的竞争对手。

Meanwhile, Canalys says the world's largest smartphone market (China) ended its growth streak with a 4% decline in 2024 to 459 million units–caused in large part by a surprising 14% year-on-year contraction in the fourth quarter to 113 million units.

与此同时,Canalys说世界上最大的智能手机市场—中国,在2024年手机销售增长量下滑到4%,跌落到四亿五千九百万台,这很大程度上是因为第四季度同比收缩了令人咋舌的14%,跌落到一亿一千三百万台。

Analyst Neil Cybart of Above Avolan expects a 5% year-over-year lift in overall iPhone sales for the fourth calendar quarter, putting sales of the devices at 82 million for the holiday quarter.

高于来自Avolan的分析师Neil Cybart预计,第四季度iPhone的整体销量会比去年同期增长5%,在假期的这个季度,手机销售量会增加到八千两百万。

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