Despite China smartphone market contraction, Apple is still expanding
As smartphone markets all across the globe wither away, China saw only two manufacturers pick up any new growth so far in 2023 -- and Apple is one of them.

iPhone 14 Pro Max
The global smartphone market continues to contract even as 2023 ticks on, but Apple has managed to keep things relatively positive. Folks switching away from Android and opting for Apple's devices seem to be helping with that.
And China has not been able to miss the pressure, either, based on data from Counterpoint Research. Within its most recent "618 Sales Period Thematic Report," the analysts show that China saw its smartphone sales decline 8% year-over-year.
As far as growth is concerned, only two companies have seen any so far: Apple and Huawei. Counterpoint says Apple continues to excel in the premium market, and has avoided any major headwinds up to this point, or competition for that matter.
Apple saw an 8 percent year-over-year increase according to the data, while Huawei saw a massive leap up to 52% year-over-year.
Apple held just 15.2% of the Chinese smartphone market in 2022, but has jumped up to 17.9% according to the latest data. And despite Huawei turning things around from 6.5 percent in 2022 to 10.8% in 2023, it's still the smallest manufacturer tracked by the report.

Counterpoint Research's latest on China's smartphone market
Vivo fell 13% from 19.3% to 18.2%, Honor dropped a whopping 22% from 18.3% to 15.4%, Xiaomi slipped 14% year-over-year from 16.5% to 15.4%, and finally Oppo saw the biggest decline year-over-year with 24%, down to 13.8% from 16.8%.
Interestingly, the smartphone market saw a bit of a bump in the June record, up 30 percent compared to the pervious 18 days that Counterpoint tracked. According to the analysts, this is due to price cuts put in place by many manufacturers, especially by Xiaomi.
Despite the tension on the smartphone market right now all across the globe, Apple seems unfazed. In fact, if rumors pan out regarding the iPhone 15 Pro Max this year, it may be even more expensive than the iPhone 14 Pro Max.
The information was put together with data collected between June 1 and June 18, 2023.
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Comments
Samsung, Google Pixel and others in the Android world have reached a dead end, in the hardware and OS software areas, they aren’t getting better, but Apple being vertical is (are slowly growing in the Chinese, Japanese and US markets) and that will become even more apparent once the Apple Vision Pro is released next year.
The Chinese, Japanese, and even the South Korean markets will buy the best hardware and software, but what they won’t buy is the second tier, i.e. the Google Pixel or the Microsoft Surface, but they (the upper end) well buy the best first tier, Western products (i.e., Apple computer, Mercedes, Ferrari, Audi, Porsche, Rolex, name brand fashions, Viking, Smeg appliances, etc…
Those that can afford however will not buy the second and third tier products from the west, not if they can buy a cheaper knock offs from the east and that is one of the reasons Tesla will be dead in China, South Korea, and Japan when it comes to car sales in time they ain’t first tier. Tesla’s ultimate market share in those countries will be virtually zero over time, and their Chinese market will disappear to a footnote similar to Samsung’s current China market share.
Apple strategy of designing the best and engineering, the best is the reason for their resilience in the market place worldwide, aside from having a great supply chain when compared to the competition.
https://www.investors.com/news/tesla-cuts-prices-in-japan-as-focus-turns-to-margins-tsla-stock-slips/
https://www.counterpointresearch.com/europe-ev-sales-q1-2023/
https://www.counterpointresearch.com/global-ev-sales-q3-2022/
Apple has been playing catch up for years now with a plethora of features that are long established on Android phones.
Cameras and battery technology have made up the lion's share of 'demand' features since around 2017. The periscope lens is still to appear on an iPhone. Folding or Flip phones? Another no.
Apple not as vertical as either Huawei or Samsung.
The Chinese market has contracted for a host of reasons and it is undeniable that Apple has been able to pick up slack there while Huawei re-jigged it's supply chains due to sanctions.
Huawei was on course not only to displace Apple but also Samsung.
On the software side, most of Apple’s new approaches to multi device features are what Huawei announced back in 2019. One major difference is that Apple has nowhere near the IoT spread that Huawei has and is now showing interest in HomeKit through Thread/Matter.
Tesla strength is its pioneering self driving technology. The competitors fight Tesla independently. This caused them to spend more resources than Tesla and cannot match Tesla EV. Musk said Tesla will bring out a higher level of self driving than FSD later this year.
More to the point, Tesla is selling lots of Model 3's and Y's, that are not now generating the margins that they once did, and are beginning to look dated against the competition.
Of course there is the Cybertruck which will appeal to a wide range of Tesla fanboys, but the reality is that it won't be a very useful vehicle against the ubiquitous pickup.
Yes, they can do summons, but the results are often cringeworthy.
https://www.theverge.com/2022/4/22/23037654/tesla-crash-private-jet-reddit-video-smart-summon
Elon needs to stop beta testing with his customer's cars, because he and his customers "move fast and break things", or in the case of summons, "move slowly and break things".
Dumb fucks...
Number one in self driving is Waymo.
Oh, and stop being so fucking rude to other posters, and you might get a better response.
Tesla has a very high market cap, true, but it isn't valued at anything close to its peers, likely because it isn't considered a automotive company. That anomaly is awesome for stockholders, but given that almost all of Tesla's current sales are Model 3's and Model Y's without FSD, which is still beta, all I see is a company that is currently chasing a low margin, low profit EV market.
https://arstechnica.com/tech-policy/2023/02/tesla-shareholder-suit-says-musk-and-co-lied-about-full-self-driving-safety/
Will the Cybertruck be a success? Maybe, but again it is going to be selling into the existing Tesla base, while most truck buyers will opt for more practical solutions from other manufacturers.
One would have to appreciate how badly Tesla is being managed, given the Elon has basically torched his traditional liberal and environmentally conscious buyers with his off the cuff right wing comments, and his gross mismanagement of Twitter.
https://arstechnica.com/cars/2021/04/who-will-win-the-self-driving-race-here-are-8-possibilities/
DBAD.
https://www.tesla.com/support/transitioning-tesla-vision
https://insideevs.com/news/658439/elon-musk-overruled-tesla-autopilot-engineers-radar-removal/
Still no LIDAR
Now you might want to do some more research on your own.
https://www.google.com/search?q=do+tesla+cars+use+lidar&sxsrf=AB5stBjJbLRg0nc4v6vGFEHoWk5TPzRKVQ%3A1688924278513&source=hp&ei=dvCqZIK6HcjRkPIPjZen4Ac&iflsig=AD69kcEAAAAAZKr-hrPLujJOm8OVhpoPeO3eb8-AswlS&oq=does+tesla+ev+use+lidar&gs_lcp=Cgdnd3Mtd2l6EAEYADIGCAAQFhAeMggIABCKBRCGAzIICAAQigUQhgMyCAgAEIoFEIYDOgQIIxAnOgcIIxCKBRAnOggIABCKBRCRAjoLCC4QgAQQsQMQgwE6EQguEIAEELEDEIMBEMcBENEDOggIABCABBCxAzoFCAAQgAQ6CwgAEIAEELEDEIMBOhQILhCKBRCxAxCDARDHARDRAxCRAjoICC4QgAQQsQM6CAgAEIoFELEDOgoIABCABBAUEIcCOgsIABCKBRCxAxCDAToHCAAQgAQQCjoFCCEQoAE6BQghEKsCOggIIRAWEB4QHVAAWItTYNJhaABwAHgAgAFaiAH9CpIBAjIzmAEAoAEB&sclient=gws-wiz