The following is the In May 2022, iPhone sales in China increased by 15% year-on-year From Morgan Stanley recommended by recordtrend.com. And this article belongs to the classification: App Store, iPhone.
According to a new Morgan Stanley study, iPhone sales in China increased by 15% year-on-year during May 2022 – but at the same time, App Store usage in China fell. Investment bank Morgan Stanley has previously reported the latest growth of app store, which may affect global sales. Now, the company focuses on the Chinese market.
In a note to investors seen by Appleinsider, Morgan Stanley analysts said that iPhone growth rebounded to +14%y/y in May. The company said that this happened at the time of “easing the blockade”, and also brought about the share growth of smart phone IB (Introducing intermediaries) in China for 21 consecutive months.
However, judging from the monthly situation of the app store, Morgan Stanley estimates that it has only increased by 1% since June. In contrast, the growth rate for the whole may of 2022 was 6%.
Morgan Stanley did not study the reasons for the decline in app store growth, which seems to run counter to the increase in iPhone sales. However, one possible reason for the slowdown of the app store is that China requires regulators to approve new games.
In addition, China is restricting the issuance of licenses to game companies. In addition, recent restrictions also limit the time children can play games.
“According to the latest disclosure of [Chinese authorities] caict, the total shipment of smart phones in China in May was 20.6 million units, a year-on-year decrease of 9%,” Morgan Stanley analysts said. ” This is a significant acceleration, with annual / annual shipments falling from 34% in April, because China’s blockade has eased and pent up demand has been met. “
“Our estimates show that iPhone shipments in China in May were 4.2 million units, an increase of 14% year-on-year,” they continued. “While shipments from domestic smartphone suppliers in China fell 13% year-on-year, indicating an increase in iPhone share in May.”
It is worth noting that the company reported that during May 2022, 11.8% of Apple users turned to Huawei mobile phones, but 24.6% of Huawei users turned to apple. Please note that Huawei has a smaller market share than apple, so the percentage is not comparable.
Comparable is BP, or basis point, which is a financial term used to give some comparisons between different companies. “Apple’s retention rate increased by 66bps (month on month) in May, which is still much higher than the historical average,” the company said.
Morgan Stanley also has news about Apple’s supply chain. It reported that the relaxation of the Chinese blockade would help Apple retail stores and the production of Macs and iPads.
Analysts said, “we believe that the gradual lifting of covid related restrictions in China in recent weeks has helped Apple’s MAC and iPad production. Our MAC delivery time tracker shows that as of June 16, the delivery time of MacBook Pro M1 was 56 days, 6 days less than the record of ~62 days in the previous week.”
The company attributed, at least in part, the shorter lead time to better production utilization. Now, too, all Apple stores in the region are open to the public and accept orders.
“Although the delivery time is still two months, this decline is likely to be a sign of supply improvement,” analysts continued. “The MAC studio released in March 2022 also showed a similar trend.”
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