Investing Pioneers
SUBSCRIBE NOW
  • Wall Street Word
  • Whale Tracker
  • Stocks
  • Gold
  • Crypto
  • Economy
No Result
View All Result
  • Wall Street Word
  • Whale Tracker
  • Stocks
  • Gold
  • Crypto
  • Economy
No Result
View All Result
Investing Pioneers
No Result
View All Result

Apple’s China Market Challenge: Investor Implications

in Wall Street Word
0
0
SHARES
36
VIEWS
Share on FacebookShare on Twitter

Apple Inc. (NASDAQ:AAPL) is experiencing a drop in its market share in China. This decline is attributed to a decrease in iPhone shipments, as reported by supply chain analyst Ming-Chi Kuo.

What Happened:  Kuo, an analyst at TF Securities, revealed that Apple has been “cautious” in discussing its 2025 iPhone production plans with key suppliers. Despite the expected launch of the new iPhone SE 4, Kuo forecasts a 6% year-over-year decline in shipments for the first half of 2025.

He also expects Apple’s market share to continue to decline, attributing this to the thin design of two upcoming iPhone models, which may only support eSIM, a feature not widely promoted in the Chinese market.

“These two models could face shipping momentum challenges unless their design is modified,” he said.

See Also: Mark Zuckerberg Says Biden Officials Berated Meta Staff As They Refused To Remove ‘True’ Content: ‘It Just Got To This Point…That’s Ridiculous‘

In December, while overall smartphone shipments in China remained stable year-over-year, iPhone shipments saw a decline of 10% to 12%. Kuo pointed out that Apple’s on-device artificial intelligence feature, Apple Intelligence, has yet to drive hardware upgrades or boost services revenue.

For 2024, Apple’s estimated iPhone shipments were around 220 million units, with projections for 2025 ranging from 220 million to 225 million, falling short of the market consensus of 240 million or more, according to Kuo.

Why It Matters: This news comes in the wake of a series of challenges for Apple. Earlier in the month, an analyst downgraded Apple from Neutral to Sell and lowered the price target from $202 to $188. MoffettNathanson analyst Craig Moffett cited the lack of traction for iPhone 16 models featuring artificial intelligence and ongoing geopolitical tensions with China.

Apple also reached a $95 million settlement in a lawsuit regarding allegations of unauthorized Siri recordings. After the Siri privacy policies lawsuit, the company clarified that it has never sold or used Siri data for marketing purposes.

Despite these controversies, Apple’s CEO Tim Cook saw a significant increase in his annual compensation in 2024. Cook’s total compensation for 2024 rose by 18% from the previous year, reaching $74.6 million, the company said in a proxy filing on Friday.

Price Action: On Friday, Apple’s stock saw a 2.41% decrease, according to Benzinga Pro data.

Apple has a consensus price target of $245.17, according to 30 analysts tracked by Benzinga The most recent ratings, issued by MoffettNathanson, Bernstein, and B of A Securities on Jan. 7 and 3, 2025, suggest an average price target of $234.67, implying a slight downside of -0.99% based on these assessments.

Check out more of Benzinga’s Consumer Tech coverage by following this link.

Read Next:

  • Dana White Wanted Elon Musk, Mark Zuckerberg In Cage Fight, Now He’s On Meta’s Board Of Directors

Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.

Photo courtesy: Shutterstock

Previous Post

T-Mobile Sued Over Massive Data Breach Impacting 79 Million Americans: Sensitive Information Included Names, Addresses, And More

Next Post

Bitcoin’s Potential Supercycle Sparks Investor Curiosity

Next Post

Bitcoin's Potential Supercycle Sparks Investor Curiosity

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Recent News

Telegram CEO’s Unconventional Wealth Plan for Heirs

June 22, 2025

Future Tech Giants You Didn’t Expect

June 22, 2025

Investor Profits Soar on Record-Breaking Land Sale

June 22, 2025

Kevin O’Leary Highlights Growing Concern Over 401(k) Contributions Amid Rising Household Debt

June 22, 2025

Browse by Category

  • Artificial Intelligence
  • Business
  • Crypto
  • Economy
  • Gold
  • In Partnership with Preserve Gold
  • Partnership with InvestorPlace
  • Partnership with The Oxford Club
  • Personal Finance
  • Real Estate
  • Sponsored
  • Stocks
  • Tech
  • Wall Street Word
  • Whale Tracker

Recent News

Telegram CEO’s Unconventional Wealth Plan for Heirs

June 22, 2025

Future Tech Giants You Didn’t Expect

June 22, 2025
  • Privacy Policy
  • Terms of Use
  • CCPA Privacy Notice
  • SMS Terms

© 2025 - InvestingPioneers.com.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In

Add New Playlist

No Result
View All Result
  • Wall Street Word
  • Whale Tracker
  • Stocks
  • Gold
  • Crypto
  • Economy

© 2025 - InvestingPioneers.com.