Market Share and Apple Shares - MOSK: 01.30.2023

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 30 January 2023

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Counterpoint: As Smartphone Sales Sink in China, Apple’s Share Grows - Evercore: Recovering Luxury Spend in China is Good Indicator for Apple - BofA Drops Apple Target by $1 - Wedbush: Apple Well Position to Weather Economic Uncertainty - Apple’s Q1FY23 Earnings Set for Thursday 2 February - Apple Wait Times for 2nd-Gen HomePod Stretch 2-4 Weeks - Season-Two of Surfing Docuseries “Make or Break” Hits Apple TV+ Mid-February - Apple Watch Named Official Wearable of World Surf League - Looking for The Mac Observer's Daily Observations Podcast? Put this link in your podcatcher of choice: https://www.macobserver.com/rss/dailyobservations_mp3.xml - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!

Transcript

Click on a timestamp to play from that location

0:00.0	This is Mac OSKIN.
0:08.8	Checking iPhone shares in China. Checking iPhone shares in China, analysts send notes ahead of Apple earnings and HomePods starts playing hard to get.
0:17.0	It is Monday the 30th of January, 2023.
0:21.0	I'm Ken Ray and this is news from Maco-S-Ken brought to you by yours truly and
0:28.9	supported by people like you patrons through Patreon find out more and that your support at
0:37.0	Patreon.com slash Maco-S-Kan.
0:44.1	While smartphone sales were down in China for 2022, Apple's market share was up.
0:50.0	That is the word from Counterpoint Research.
0:52.9	According to the market tracker, iPhone sales for the year were down 3%.
0:58.3	That is significantly better than smartphone sales in China as a whole.
1:02.3	For the full year, those were down 14%
1:06.6	Apple's performance was enough to make the number two brand in China the first time it is held second for a full year, according to Counterpoint.
1:16.3	It also reached its highest ever quarterly share according to the piece, capturing 23.7% of the
1:22.2	sales in the fourth quarter of 2022.
1:25.2	The firm lists two primary reasons for China's smartphone decline
1:30.0	COVID-related restrictions, followed by COVID-related COVID-related restrictions followed by COVID-related COVID.
1:35.0	Since the spring of 2022 says the counterpoint release,
1:39.0	many cities in China, both large and small, were being subjected to COVID-19 restrictions, which negatively impacted
1:46.4	consumer sentiment and further delayed smartphone replacements.
1:51.6	Sales got a bit of a bump in November thanks to promotions tied to the country's
1:55.2	Singles Day sales holiday. Momentum didn't stick though. The sudden
2:00.7	reversal of COVID restrictions led to the rapid spread of the illness
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.