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If apple screws up their AI effort (as extremely late as it is), they are officially done in my books. This company has done nothing in 13 years. There is not a single product I want to buy from them now. Money is better spent elsewhere. It's to the point I wish they would just branch an X86 version of OS X for sale on the open market. It literally is the early 90's apple all over again. Gil Amelio is going to be signed on to steer the ship again.
 
Not surprising.
  1. Apple (or any other company) needs cheap labor, calls China
  2. China promises (wink, wink) not to steal Apple's (or any other company) IP
  3. China begins providing cheap labor for assembly, giggling the entire time as they steal IP
  4. Chinese competitors (Huawei) open and begin making products with the aforementioned stolen IP at a lower price
  5. CCP "encourages" the populous to buy Chinese products
  6. Rinse and repeat
  7. Profit
You're telling me Hauwei stole Apple's IP and built a better 5G modem while Apple continues to struggle with their 5G modem?


The Kirin 9000S powering the Mate 60 Pro proves that Huawei and SMIC can continue mass producing mobile chipsets without the help of U.S. firms and other entities that have been barred from partnering with the two Chinese entities. In addition to the Kirin 9000S, recent analysis reveals that apart from the chipset, the advanced 5G modem and radio frequency technology used in the flagship makes Huawei comparable to other high-end smartphones and chip makers.

The company scaled these intimidating obstacles with its 5G modem and RF technology, making Huawei a comparable firm among other giants. Given that Apple has invested billions in an effort to make its in-house baseband chip, which included acquiring Intel’s 5G modem business, and has still run into a myriad of development problems, proves how difficult making these chips is, but Huawei has figured it out.



Well, that's just embarrassing.

Or perhaps it's possible they can create things on their own and not all IP is stolen? That's how they came to take the lead and dominate the 5G category.



 
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Could Apple eliminating car development expenses be an attempt to somewhat mask iOS revenue shortfalls in China?
 
You're telling me Hauwei stole Apple's IP and built a better 5G modem while Apple continues to struggle with their 5G modem?


The Kirin 9000S powering the Mate 60 Pro proves that Huawei and SMIC can continue mass producing mobile chipsets without the help of U.S. firms and other entities that have been barred from partnering with the two Chinese entities. In addition to the Kirin 9000S, recent analysis reveals that apart from the chipset, the advanced 5G modem and radio frequency technology used in the flagship makes Huawei comparable to other high-end smartphones and chip makers.

The company scaled these intimidating obstacles with its 5G modem and RF technology, making Huawei a comparable firm among other giants. Given that Apple has invested billions in an effort to make its in-house baseband chip, which included acquiring Intel’s 5G modem business, and has still run into a myriad of development problems, proves how difficult making these chips is, but Huawei has figured it out.



Well, that's just embarrassing.

Or perhaps it's possible they can create things on their own and not all IP is stolen? That's how they came to take the lead and dominate the 5G category.




Way to focus on one tiny tree and ignore the forest. :rolleyes:
 
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And China is the only places where Apple gives special pricing. Most if not all the countries have pricing that is basically US pricing @ Apple's fixed Exchange Rate + Import Tax + Sales Tax + Premium on certain laws and guarantees that does not exist in US.

And yet if you deduct Sales Tax and Import Tax, you will quickly find China has the cheapest iPhone. And China is the only county which Apple does not follow the normal pricing formula. One could even argued the rest of the world's iPhone are subsidising iPhone in China just to make up for Apple's Net Margin worldwide.

Outside of China, Apple seems hesitant to tarnish the brand by discounting phones and instead largely relies on carriers to do the "dirty work" at least in the U.S. For example, you can get a new 128GB 15 Plus for under $400 (retail price is $929) through AT&T with savings spread over 36 months. I wonder if carriers similarly discount/subsidize phones in other countries.
 
Dont worry for sales because new Siri Subscription is incoming 🤑
I have been saying this for sometime also now. Siri+ will be introduced as a subscription model for the iPhone and other Apple devices.
My guess is Siri will improve ever so slightly but better features will be locked to a subscription.
After that iOS will be subscription based also. Things like unlocking the grid layout or changing icons will be subscription based.
 
Poor Tim Cook, he spends so much time and effort trying to appease the Chinese government, only for the iPhone to not do as well in China. 😢 He might have to do something really wild and extreme soon, like, you know... actually giving the iPhone enough genuinely interesting features that it can compete with Chinese smartphones.

...nah, that's crazy talk. 🤪
I wonder if Apple would, or has, contemplated releasing an “iPhone China edition”. Something they’d lock to work only in China with software made only for that market. The rest of the world gets a iPhone SE and China gets their own Frankenstein style phone but with things that market wants including a better price point.
 
If apple screws up their AI effort (as extremely late as it is), they are officially done in my books. This company has done nothing in 13 years. There is not a single product I want to buy from them now. Money is better spent elsewhere. It's to the point I wish they would just branch an X86 version of OS X for sale on the open market. It literally is the early 90's apple all over again. Gil Amelio is going to be signed on to steer the ship again.

I hear ya

Been having a wonderful time on Windows 11 the last two weeks.
I might be moving off Apple desktop OS for the first time since the 90’s

Exhausted with the gouging and creeping lockdown
 
I don't think Apple will succeed in the field of artificial intelligence in China, because artificial intelligence will definitely be censored. The following is Apple's banned services in China.

1. eSIM (provided by Applewatch, not supported by iPhone)


2. Callkit

3. FaceTime audio

4. FaceTime group

5. FaceTime call link

6. Apple Arcade

7. Apple News

8. Apple News+

9. Apple News Audio

10. AppleTV+

11. Apple Wallet: AppieCard2

12. Apple Books
13. AppStore: There are quite a few apps in the domestic version of AppStore that do not provide ordering and downloading.
14. Health: The next number of health records to iPhone

15. Health: Share "Health" App data with medical service providers
16. Health: Organ donation

17. Health: test results summary and top

18. Health: popular science content of test results

19. Health: Blood sugar summary

20. iCloud: Custom email domain name

21. iCloud+: Private Transfer

22. iTunesStore: Music

23.iTunesStore: Movies

24. iTunesStore: TV Shows

25. Map: Apple Map China has a special version

26. Map: Satellite images in China have a special version

27. Map: Detailed city experience
28. Map: Directions

29. Map: Look around
 
It is no surprise, pro motion makes for better screens.

Smooth as butter, but laggy, its so laggy… M2 is laggy but M3 is butter.

Night and day id say. Promotion all the way.
 
Lack of innovation in sw and hardware (no foldable phone, for example), even lagging in standard features such as fast charge, smaller notches, overheating super easily while on sun light, super mediocre text editing capabilities, removed features every year, huge bugs that don’t get addressed, such as the Bluetooth problem that affects a lot of us, but not everyone, a feeling that Apple just cares about money, it about users, etc. make the iPhone less and less attractive to a market with true competition. Plus a little dosis of nationalism.
Even myself, super invested in Apple so-called (closed) ecosystem am considering a switch to Android this or next year.
Long gone are the days of “just works”. Now is “it works whenever Apple wishes so”.
 
And China is the only places where Apple gives special pricing. Most if not all the countries have pricing that is basically US pricing @ Apple's fixed Exchange Rate + Import Tax + Sales Tax + Premium on certain laws and guarantees that does not exist in US.

And yet if you deduct Sales Tax and Import Tax, you will quickly find China has the cheapest iPhone. And China is the only county which Apple does not follow the normal pricing formula. One could even argued the rest of the world's iPhone are subsidising iPhone in China just to make up for Apple's Net Margin worldwide.

Prices in China are about 20% less even before taxes. For example, an iPhone 15 512GB in China is $1,049 tax inclusive while it’s $1,199 in U.S. before taxes.
 
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1. Complete lack of foldables. Everyone from Xiaomi, Huawei, Oppo to Vivo sells foldables. And they’re very affordable starting at $1,000. Apple is just expensive for no reason relative to the competition.

2. Apple offers nothing special in terms of software features. Things like Apple Pay and digital IDs were widely used years before Apple introduced them. Apple has to be poked and prodded to add industry standard features like RCS.

3. WeChat serves as the backbone of a smartphone OS. The mini programs inside WeChat do the bulk of the work. Even Apple and McDonald’s have WeChat mini programs.
 
1. Complete lack of foldables. Everyone from Xiaomi, Huawei, Oppo to Vivo sells foldables. And they’re very affordable starting at $1,000. Apple is just expensive for no reason relative to the competition.

2. Apple offers nothing special in terms of software features. Things like Apple Pay and digital IDs were widely used years before Apple introduced them. Apple has to be poked and prodded to add industry standard features like RCS.

3. WeChat serves as the backbone of a smartphone OS. The mini programs inside WeChat do the bulk of the work. Even Apple and McDonald’s have WeChat mini programs.
Apple wont release a foldable until the screen issues have well and truly been resolved, and that might not happen for a very very long time.

Some foldables are landfill in 2 to 3 years of normal use.
 
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Apple resellers in China are offering discounts on iPhone 15 models by as much as $180, indicating an unusually lengthy drop in demand, reports Bloomberg.

iphone-15-pro-box.jpg

According to the media outlet, Alibaba's Tmall is trying to drive sales of the premium handsets by offering them at less than the roughly $120 discount Apple offered around the same time last year.

The discounts follow Apple's own rare price reductions on its website ahead of the Lunar New Year holiday in February. Apple has since returned to selling its iPhone 15 lineup at original prices.

The promotions indicate Apple's latest iPhone generation is struggling to achieve the same popularity of previous models in China. Apple sales in China dropped 13% to $20.8 billion in the quarter ended December, falling short of the $23.5 billion predicted by analysts.

Strong interest in Android phones with generative AI features are believed to be fueling the trend, which is expected to deepen throughout 2024. "The pressure was mainly coming from other Android vendors as we saw Apple decline by around 10% year-on-year in the month while Huawei grew triple-digits over the same period, IDC analyst Will Wong told Bloomberg.

Apple's next major software update,‌ ‌iOS 18, is expected to include a slew of new AI features, while some AI capabilities are rumored to be exclusive to upcoming iPhone 16 models. But it's unclear how game-changing the features will prove to be, and whether they will arrive in time to revive the slump in iPhone sales.

Article Link: iPhone 15 Sales in China Increasingly Dependent on Promotion

Agree with everything the OP and @j26 have said - it's got nothing to do with AI. My in-laws are Chinese and we just visited Suzhou/Shanghai a few weeks ago. This is the first time we didn't need to bring new iPhones as gifts - our relatives didn't want them. The reason may surprise the reader: it was that the US iPhones no longer had SIM slots! eSIMs are not allowed in China! (although if you come into the country with an eSIM-equipped phone, it will work on the Chinese telecom networks). But beyond that, most of the folks there were very sympathetic towards Huawei because they felt the US/West had discriminated against the company on some trumped-up security grounds. That's why Huawei has been the main benefactor of the recent surge in smartphone sales in China. Together with Chinese government officials firing warning shots across US/Apple's bow by forbidding the use of iPhones in government buildings.

The Chinese live most of their mobile live in the WeChat and a couple other "super applications". So moving to another smartphone is pretty easy for them. The only 'loyalty' Apple's devices get is via the sale of wearables. And, of course, even today it's seen as more of a luxury item than the average Android phone.
100% this. It’s a result of the stupid trade war on Huawei using trumped up security concerns.

By the way, beware TSLA shareholders, the US is prepared to make the same mistake again with EVs like they did with with Huawei. It won’t end well for Tesla.

 
Chinese market for luxury goods is heavily influenced by what people perceive as “in fashion” and “luxury”. As the iPhone looses that appeal year-over-year I am not surprised that sales are starting to take a hit.
 
Apple wont release a foldable until the screen issues have well and truly been resolved, and that might not happen for a very very long time.

Some foldables are landfill in 2 to 3 years of normal use.

I agree but the enthusiast customers won’t wait. Enthusiasts aren’t using a three year old iPhone 12 Pro Max. Apple is missing that market segment right now.

For conventional form factor, for the price of iPhone 15, customers can buy a 6.8-inch alternative with triple lenses, 4X zoom, 120Hz, and 16GB/512GB. The CPU isn’t as fast as Apple but the trade off is worth it.
 
I agree but the enthusiast customers won’t wait. Enthusiasts aren’t using a three year old iPhone 12 Pro Max. Apple is missing that market segment right now.

For conventional form factor, for the price of iPhone 15, customers can buy a 6.8-inch alternative with triple lenses, 4X zoom, 120Hz, and 16GB/512GB. The CPU isn’t as fast as Apple but the trade off is worth it.
The vast majority of consumers are not really enthusiasts… it probably has more to do with the value propositiom and buying native companies tech.

Why buy such and such if its possible, though not likely, that the company you buy from could be pushed out the market in a trade war. And then where do you stand on support.
 
It's worse in China. They're still trying to figure out how to fix their real estate problems; It's hit the middle class hard.

China has been trying to get their citizens to spend to support their economy while trying to pivot their economy more to a consumption one, but when 70 percent of Chinese household wealth is tied up in real estate investments, that's not going to happen soon.

Then there's the high teen/young adult unemployment rate.

I suspect buying a new iPhone isn't very high on their priority list. Those that are in the market for a new phone are probably intrigued by the new AI-powered and foldable smartphones.
You hit the nail on the head. It is primarily an economic problem. They are basically in deep recession due to the real estate problem, but you don't see the recession on the numbers because the government reported numbers are very inflated. But you should expect all luxury good sales to drop hard this year over there - handbags, perfumes, expensive cars.

It isn't really economic nationalism (that would have started long ago), the high prices of iPhone are definitely minor contributors but it isn't like charging 20% less will make that much of a difference (still too high to be considered budget). Simply, people with money will buy what they like, and people without money will buy replacements or hold out.
 
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$1000 phones may be too expensive for chineses
Regardless of CCP, it could also be because Oppo, Huawei, Xiaomi flagships are all superior to iPhones. I do think that people there are being "encouraged" to buy Chinese brands as well.
 
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