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В 2024 году могут сильно сократиться продажи iPhone

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Продажи iPhone в 2024 могут упасть на 15% из-за падения спроса в Китае. Об этом в своем блоге на сайте Medium сообщил известный инсайдер и аналитика компании TF International Securities Минг-Чи Куо.

По данным Куо, в 2024 году Apple закажет на 200 млн меньше единиц полупроводниковых компонентов для производства iPhone, то есть поставки смартфонов год к году сократятся на 10-15%. Куо считает, что это решение Apple продиктовано падением спроса на iPhone в Китае, а также на сегментирование рынка премиальных смартфонов. В последнем случае имеется ввиду то, что на рынке флагманских моделей появились устройства со складными экранами, которые в той или иной мере оттягивают на себя внимание потенциальных покупателей iPhone.

Исходя из этого прогноза аналитик TF International Securities считает, что по итогу 2024 года Apple покажет наибольшее сокращение доли на рынке смартфонов среди всех топовых вендоров. Таким образом IT-гигант из Купертино снова уступит первенство Samsung в натуральном выражении.

Еще Куо поделился общими соображениями относительно будущей серии iPhone 16. По мнению инсайдера, смартфоны 2024 года не получат инновационных улучшений. Основной акцент в позиционировании новинок будет нацелен на интегрирование ИИ в iOS 18.

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