Apple has a China problem. On top of that, It has faltered in India, and American users are holding on to their iPhones for longer than the company would like.
【經濟疲弱】蘋果滯銷 打折出售 中國兩大零售商下調iPhone價格
中國兩大零售商宣佈下調蘋果最新款iPhone的售價，這種非常罕見的行動凸顯出在全球最大的智慧手機市場中國，消費者對蘋果手機的需求是何等的蕭條。
蘇寧集團週五以5799元人民幣（860美元）的價格促銷128GB iPhone XR，比蘋果官網便宜17％。中國最大的線上電子產品零售商京東相同型號iPhone售價為6099元，比官方價格便宜900元。
蘋果不鼓勵零售商對iPhone進行打折，而且在產品發佈後這麼短時間就降價，非常罕見——相關型號4個月前才發佈。一周前，蘋果近20年來首次下調營收預期，因為中國需求疲弱。這不僅引發對消費電子市場健康狀況的擔憂，也讓人擔心全球第二大經濟體放緩速度快於預期。
Canalys分析師Jia Mo說，非年節期間這麼降價很不尋常，可能是經銷商希望在春節期間清庫存。Canalys估計，經銷商的銷售占中國市場iPhone總銷量的四分之一。
蘋果iPhone未能激發中國消費者的興趣，不僅因為它們價格高昂，也有華為等同行激烈競爭的緣故。特別是最新產品中最便宜的iPhone XR，被認為不受消費者歡迎。
「這麼快降價可能會損害蘋果的高端品牌形象，」Jia說。「這也會傷害那些剛剛以原價購買iPhone的核心用戶。」
手機世界大戰 不少地方中國手機贏過美國蘋果
作者 小山發表時間 06-01-2019 更改時間 06-01-2019 發表時間 14:47
蘋果手機圖案圖片路透社照片
雖然中國的華為和小米等牌子的智能手機在美國不那麼有名，但在世界許多國家成為很有競爭力的品牌。本星期，蘋果表示其iPhone在中國銷售情況令人失望。業界觀察家表示，中國品牌的激烈競爭是主要原因。紐約時報認為，中國手機在世界許多地方超越蘋果。
據美國之音報道說，中國手機在世界許多地方超越蘋果。根據美國紐約時報1月5日報道說，雖然中國的華為和小米等牌子的智能手機在美國不那麼有名，但在世界許多國家成為很有競爭力的品牌。
報道指本星期，蘋果表示其iPhone在中國銷售情況令人失望。業界觀察家表示，中國品牌的激烈競爭是主要原因。
紐約時報報道說，手機市場在中國達到飽和狀態，總體銷售額在收縮，但中國的手機製造商在努力奮鬥，在法國、德國、印度和東南亞贏得粉絲。那些國家和地區的消費者發現，中國製造的手機具備iPhone幾乎所有的功能，但價格卻比蘋果手機低廉得多。
在中國，蘋果手機在中國的起價大約為950美元，但華為的高檔手機起價為大約600美元，小米的同檔次的手機價格更低。蘋果的iPhone XS起價為1250美元。
Apple's iPhone is produced through a complex global supply chain, and moving it out of China would be extremely difficult and unlikely.
懶惰的Apple公司，只想長期享受低成本、快速反應的中國代工。Apple公司必須面對現實，中國絕非該久留之地。
蘋果公司能從三星在華的潰敗中學到什麼？ |
iPhone 的製造供應商，早已奉命到印度已設的廠房去生產，近月即有出厰品。
蘋果的麻煩遠不止中國市場 |
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蘋果公司首席執行長庫克將導致上季度全球收入下滑的iPhone
在中國這個全球第一大智慧型手機市場，
與此同時，在印度這個全球最大的待開發智慧型手機市場，
庫克在週三致投資者的信中還承認，
對於在iPhone時代收入增長10倍的蘋果來說，
長久以來，
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Apple is facing severe headwinds in China. This also impacts the many Asian suppliers of iPhone parts and components.
Apple’s iPhone Warning Comes Years Too Late
The end of Apple’s reign?
Apple’s bad trading news has sent shares in European-listed companies with exposure to China – from Burberry and the Gucci owner, Kering, to chipmakers and miners – tumbling.
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過度依賴中國市場，2018年奢侈品牌受挫
奢侈品製造商過度依賴中國市場，這在2018年再度成為問題。
對路易威登、香奈兒和博柏利等品牌而言，
奢侈品市場對中國的依賴也帶來了其他問題。
一個解決辦法是瞄準途經機場的中國消費者，
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Apple’s China IPhone Woes Were Foretold in Japan
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Apple’s China IPhone Woes Were Foretold in Japan
They told you so, Apple.
Japan’s machinery makers gave Apple Inc. CEO Tim Cook a warning well in advance about what he didn’t seem to know: Chinese smartphone demand was plummeting. The iPhone maker blamed China for a cut in its revenue forecast Wednesday, which sent fresh ripples through the company’s long chain of suppliers across Asia. Apple “did not foresee the magnitude of the economic deceleration, particularly in Greater China,” it said in its release.
Fanuc Corp., whose robomachines make the metal casings on iPhones, has been fretting about demand in China for a while. Understandably so. Fanuc’s Chinese orders, which account for around 20 percent of sales, were down 40 percent in the second quarter from a year earlier. Declining sales of its iPhone-making Robodrill were a good indicator of what was happening to smartphone demand.
The company and its peers have been waiting for orders from China to bottom – not just for electronics but also autos and general machinery. The country was the first of their markets to decelerate and head south. Japanese machine tool orders from China declined 70 percent in November from a year earlier. They had been slowing since March.
Absolute order levels for electronics machinery, which are highly volatile and dependent on the timing of iPhone model releases, are almost down to the 2013-2014 trough and only slightly ahead of 2016 and 2017. Orders for all other types of machinery have plunged, a sign that the downturn may last for a while.
The faltering outlook for Chinese demand has companies and investors on tenterhooks – after all, consumers there have buoyed sales for many global firms. Some are drawing comparisons to the sharp pullback in 2015 and 2016, when the broader economy was deteriorating. The difference this time is that consumers are flinching too.
Manufacturers that supply parts to the likes of Apple aren’t doing that badly. While they may not be buying equipment, their industrial utilization remains “healthy,” as Bernstein’s Jay Huang points out. Still, the U.S.-China trade war has cast a pall over suppliers and hampered their ability to get credit.
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