iPhone在华份额为何不断下滑？外媒分析：因无法提供AI服务

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src="https://www.fromgeek.com/api.php?op=count&id=662427&modelid=1"></script> <li class="date"><span>2024-11-21 11:36:25</span></li> <script type="text/javascript"> var i=parseInt($("#hits").html()); if (i > 10000) { var j = Math.round(i/10000); $("#hits").html(j+"万"); }; </script> <li class="source"><p>来源：<a href='https://www.fromgeek.com/' target='_blank' style='color:#AAA'>极客网</a></p></li> <li class="author"><p>作者：小小</p></li> <li class="key"><i class="iconfont icon-Add-critical-process"></i><span>相关关键词</span> <ul> <li><a href="https://www.fromgeek.com/iPhone_1.html" title="iPhone"><span style="color: rgb(191, 191, 191);">iPhone</span></a></li><li><a href="https://www.fromgeek.com/iPhone%E5%9C%A8%E5%8D%8E%E9%94%80%E9%87%8F%E4%B8%8B%E6%BB%91_1.html" title="iPhone在华销量下滑"><span style="color: rgb(191, 191, 191);">iPhone在华销量下滑</span></a></li><li><a href="https://www.fromgeek.com/iPhone%E9%94%80%E9%87%8F%E4%B8%8B%E6%BB%91_1.html" title="iPhone销量下滑"><span style="color: rgb(191, 191, 191);">iPhone销量下滑</span></a></li><li><a href="https://www.fromgeek.com/%E8%8B%B9%E6%9E%9CAI_1.html" title="苹果AI"><span style="color: rgb(191, 191, 191);">苹果AI</span></a></li> </ul> </li> <div class="clear"></div> </ul> </div> <article> <p><strong>极客网·极客观察11月21日</strong> 苹果在中国的巅峰可能已经过去，不断下滑的市场份额就是最好证据。面对变化的形势，美国媒体找到了有趣的理由。</p><p>《国会山报》(the Hill)认为，苹果本直想改变中国，但最后却是中国改变了苹果。为什么iPhone在中国的份额在下降？认为主要是中国销售的iPhone没有Apple Intelligence。</p><p>《国会山报》还称，曾经，苹果与比亚迪合作开发电动汽车电池技术，但最终苹果一无所获，远远离开，比亚迪却成为电动汽车巨头。</p><p><img src="https://www.fromgeek.com/uploadfile/2024/1121/20241121199283.jpg" style="" title="20241121199283.jpg"/></p><p><strong>华为小米等加速上马<a href="https://www.fromgeek.com/AI_1.html" target="_blank" class="keylink">AI</a>，<a href="https://www.fromgeek.com/AI_1.html" target="_blank" class="keylink">AI</a>缺失对iPhone不利</strong></p><p>有数据显示，在中国，华为占据<a href="https://www.fromgeek.com/AI_1.html" target="_blank" class="keylink">AI</a>智能手机市场的34.8%，小米占据26.9%，vivo拥有11.6%，如果Apple Intelligence迟迟无法进入中国市场，未来的差距还会继续拉大。</p><p>如果从这个角度看，Apple Intelligence对苹果份额的影响可能是真实存在的。目前华为、小米、vivo的AI功能还没有展现出“杀手级”威力，一旦这种威力真正释放，对iPhone极为不利。</p><p>苹果于今年6月推出Apple Intelligence，9月在iPhone 16新手机中得到优化提升，但第一个官方版本是在iOS 18.1系统中出现的。</p><p>到目前为止，Apple Intelligence仍有一些功能只存在于测试版，并非全球所有地区都能接入Apple Intelligence基本功能，当中就包括中国。</p><p>Apple Intelligence恐怕很难进入中国市场，因为监管障碍太多。AI到底是如何运行的？系统是怎么训练的？苹果很难解释，评估起来也很麻烦。Apple Intelligence用到了一些<a href="https://www.fromgeek.com/ChatGPT_1.html" target="_blank" class="keylink">ChatGPT</a>技术，<a href="https://www.fromgeek.com/ChatGPT_1.html" target="_blank" class="keylink">ChatGPT</a>并没有进入中国市场。</p><p><strong>效仿三星，苹果AI入华或与本地供应商合作</strong></p><p>为了解决问题，苹果也许只能针对中国市场开发一个独立的AI助手。</p><p>IDC指出：“中国消费者希望高端手机拥有最新的AI功能，如果定价高达1000美元的手机没有完整的AI功能，他们购买时可能会犹豫。”</p><p>三星虽然在中国的销量已经微不足道，但它已经弯下腰，与百度、美图合作，为Galaxy手机开发AI功能，苹果也可能会模仿三星。</p><p><img src="https://www.fromgeek.com/uploadfile/2024/1121/20241121717420.jpg" title="20241121717420.jpg" style="white-space: normal;"/></p><p>今年10月库克曾访问中国，与工信部主管会谈，被认为可能谈到了Apple Intelligence落地的问题。</p><p><strong>受华为等冲击，iPhone在华下跌速度还在加快</strong></p><p>到目前为止，苹果在中国的份额仍然排在第二位，iPhone 16的表现和iPhone 15差不多，但IDC数据显示，在过去一年苹果的份额是下降的，华为、小米、vivo份额增加。</p><p>苹果下跌的速度似乎还在加快。来自Counterpoint Research的数据显示，今年双11期间，iPhone销量跌幅达到10%以上。与此同时，华为的销量增长7%，主要是Pura 70和Mate 60受到追捧。小米的销量也下滑了6%。</p><p><img src="https://www.fromgeek.com/uploadfile/2024/1121/20241121138297.jpg" title="20241121138297.jpg" style="white-space: normal;"/></p><p>Counterpoint Research指出：“双11是一年一度的促销大事，在促销开始之前，除了华为，其它主要手机商都推出了新旗舰手机。”这可能也是苹果iPhone销量下滑的原因之一。</p><p>中国手机市场的竞争越来越激烈，即使是在高端市场一直高枕无忧的苹果也感受到压力，华为的回归更是冲击到苹果的地位。</p><p>在双11开始之前，华为Mate 60降价，为Mate 70让路，苹果也打了折扣。</p><p>IDC数据认为，第三季度，中国智能手机市场出货量约6878万台，同比增长3.2%。苹果重新成为中国手机市场的第二名，主要是iPhone 16拉升了销量。苹果的市场份额为15.6%，仅次于vivo的18.6%。看起来形势还不错，但IDC认为这种地位并不稳固，上年同期苹果的份额是16.1%。</p><p>再看华为，在IDC数据中，华为份额为15.3%，出货量猛增42%。华为已经连续四个季度同比增长达到10%。</p><p>等到特朗普正式入主白宫，苹果可能还要面对新的风暴。Jefferies分析师称，如果特朗普继续打关税战，苹果iPhone的成本可能会增加256美元，相当于影响7%的毛利率。</p><p>当然，iPhone在中国的地位虽然有松动，但小米、Oppo、vivo、荣耀等厂商仍然无法将它摧毁。真正对iPhone冲击较大的，主要还是华为。该公司将于11月26日发布Mate 70，到时可以看看它对iPhone有多大威胁。（小刀）</p> <p style="text-align: center;"><button id="haibaobtn"><i class="iconfont icon-tuwen"></i>生成海报</button></p> <div class="correlation"> <ul> <li><a href="/review/672111.html" title="电影导演们，准备迎接AI风暴吧！">电影导演们，准备迎接AI风暴吧！</a></li> <li><a href="/review/671806.html" title="ARM与高通业绩预期不乐观：AI未能拉升PC和手机销量">ARM与高通业绩预期不乐观：AI未能拉升PC和手机销量</a></li> <li><a href="/review/670487.html" title="DeepSeek新AI模型有多震撼？外媒：相当于30美元iPhone降临">DeepSeek新AI模型有多震撼？外媒：相当于30美元iPhone降临</a></li> <li><a href="/review/669613.html" title="GSMA报告：欧洲5G普及率落后，需加速监管政策改革">GSMA报告：欧洲5G普及率落后，需加速监管政策改革</a></li> <li><a href="/review/669273.html" 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iPhone在华份额为何不断下滑？外媒分析：因无法提供AI服务_极客网