華為捲土重來，蘋果等智慧型手機廠商在中國市場失利

Recently Yahoo News on-line picked up the following:

Apple, smartphone peers lose ground in China market amid Huawei comeback

South China Morning Post

Sun, January 5, 2025 at 1:30 a.m. PST·3 min read

The market share of foreign smartphone brands in China, mainly Apple, has plunged by nearly half from a year ago, according to government data, as the iPhone maker navigates increased competition from domestic vendors including Huawei Technologies.

Overseas handset makers shipped 3.04 million units in China in November, a 47.3 per cent decrease from 5.77 million in November 2023, according to a report published on Friday by the state-run China Academy of Information and Communications Technology (CAICT).

Total smartphone shipments from overseas vendors from January to November last year were 42 million, a 22 per cent year-on-year drop, CAICT data showed.

CAICT did not name any specific brands. iPhones make up the bulk of foreign smartphones sold in China.

The report highlights the growing challenges Apple faces in China's smartphone market, where competition has intensified following Huawei's comeback in the premium segment.

Shenzhen-based Huawei's domestic shipments of premium smartphones, or those priced above US$600, surged 34 per cent in the third quarter last year from a year earlier, according to a report by Canalys last month.

At the same time, Apple saw iPhone shipments in China decline 5 per cent year on year in the same period. But the US tech giant remained the leader of China's premium handset market with a 52 per cent share, while Huawei took 33 per cent, Canalys said.

Huawei's resurgence has prompted multiple rounds of price cuts from Apple this year. Most recently, the California-based company earlier this week offered a 500-yuan (US$68) discount on its latest premium models, the iPhone 16 Pro and iPhone 16 Pro Max.

Apple also faces uncertainties rolling out artificial intelligence (AI) features in its handsets, while local rivals have charged ahead.

The company was reportedly in early-stage talks with Chinese Big Tech firms to introduce its Apple Intelligence system in China, where it is required to partner with a domestic AI model provider. But progress is said to be slow.

Apple CEO Tim Cook last year made three visits to China amid the growing challenges. The executive appeared in November at the China International Supply Chain Expo in Beijing, where he spoke about valuing Apple's Chinese partners "very highly". In October, Cook also met top Chinese officials, reportedly discussing topics including the company's presence in China, data security and cloud services.

Translation

華為捲土重來，蘋果等智慧型手機廠商在中國市場失利

政府數據顯示，由於面臨華為技術有限公司等國內廠商日益激烈的競爭，以蘋果為主的外國智慧型手機品牌在中國的市場份額較上年同期下降了近一半。

根據中國資訊通信研究院（CAICT）週五發布的報告，11 月海外手機製造商在中國的出貨量為 304 萬部，較 2023 年 11 月的 577 萬部下降 47.3%。

中國資訊通信研究院的數據顯示，去年1月至11月海外廠商智慧型手機總出貨量為4,200萬部，較去年同期下降22%。

中國信通院並未透露任何具體品牌的名字。在華銷售的外國智慧型手機中，iPhone佔了絕大部分。

報告強調了蘋果在中國智慧型手機市場面臨的越來越大的挑戰，隨著華為重返高端市場，競爭也愈發激烈。

Canalys 上個月發布的報告顯示，去年第三季度，總部位於深圳的華為國內高階智慧型手機（售價超過 600 美元）的出貨量年增了 34%。

同時，蘋果發現其中國市場上的 iPhone 出貨量在同一時期年減了 5%。但 Canalys 表示，這家美國科技巨頭仍然是中國高端手機市場的領導者，佔有 52% 的份額，而華為則佔有 33% 的份額。

華為的再起促使蘋果今年進行了多輪降價。最近，這家總部位於加州的公司本週稍早對其最新高階機型 iPhone 16 Pro 和 iPhone 16 Pro Max 提供了 500 元（68 美元）的折扣。

儘管蘋果在其手機中推出人工智慧功能, 它也面臨不確定性, 本土競爭對手已在向前衝鋒。

據報道，蘋果公司正在與中國大型科技公司進行初步談判，將其 Apple Intelligence 系統引入中國，但需要與國內的 AI 模型提供商合作。據稱進展緩慢。

在日益嚴峻的挑戰之際，蘋果執行長Tim Cook去年三次訪華。該高層 11 月出席了在北京舉辦的中國國際供應鏈博覽會，他在會上表示，他「非常重視」蘋果的中國合作夥伴。據報道，今年 10 月，Tim Cook還會見了中國高級官員，討論了包括公司在華業務、資料安全和雲端服務等主題。

              So, the market share of foreign smartphone brands in China, mainly Apple, has dropped by nearly half from a year ago as the iPhone maker faces increased competition from domestic vendors including Huawei Technologies. Apparently, it becomes more difficult for foreign companies to do business in China.