Apple: Market Share Loss In China Poses A Risk

Summary:

  • Apple’s seamless ecosystem and strong iPhone growth contribute to its ability to maintain sales growth despite declines in other product categories.
  • Services sales are a bright spot, with significant growth potential in digital advertising and payment services.
  • The success of Huawei in China poses a risk to Apple’s financial performance, and the high price of Apple’s Vision Pro mixed-reality headset may hinder widespread adoption.

Antalya, Turkey - September 12, 2023: Newly released iPhone 15 pro max mockup set with back and front angles

yalcinsonat1/iStock Editorial via Getty Images

Thesis

Apple Inc.’s (NASDAQ:AAPL) ability to maintain sales growth, despite two of its product segments having faced substantial declines, underscores the strength of the company’s ecosystem. Despite now being in a mature smartphone market, iPhone has continued


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