{"id":1024799,"date":"2023-10-17T13:41:21","date_gmt":"2023-10-17T04:41:21","guid":{"rendered":"https:\/\/www.counterpointresearch.com\/?post_type=insights&#038;p=1024799"},"modified":"2023-11-07T17:38:59","modified_gmt":"2023-11-07T08:38:59","slug":"early-look-iphone-numbers-show-waning-china-vs-vibrant-us","status":"publish","type":"insights","link":"https:\/\/www.counterpointresearch.com\/insights\/early-look-iphone-numbers-show-waning-china-vs-vibrant-us\/","title":{"rendered":"Early Look iPhone Numbers Show Waning China vs Vibrant US"},"content":{"rendered":"<ul>\n<li>iPhone 15 series first 17 days unit sales in China down 4.5% compared to iPhone 14<\/li>\n<li>Excluding the Plus, which was released three weeks late last year, sales declines exceeded 10%<\/li>\n<li>Early US numbers show opposite trend with robust demand across all models, especially Pro Max<\/li>\n<\/ul>\n<p style=\"text-align: center;\"><strong>Beijing, Hong Kong, London, New Delhi, Boston, Seoul \u2013 October 17, 2023<\/strong><\/p>\n<p><a href=\"https:\/\/www.counterpointresearch.com\/insights\/iphone-15-usb-c-titanium-a17-pro-soc-5x-optical-zoom\/\">iPhone 15 series<\/a> unit sales for the first 17 days of sales in China is underperforming last year\u2019s <a href=\"https:\/\/www.counterpointresearch.com\/about\/in-the-press\/apples-iphone-14-success-stems-global-smartphone-revenue-fall\/\">iPhone 14<\/a>, according to preliminary data from Counterpoint Research\u2019s <a href=\"https:\/\/www.counterpointresearch.com\/coverage\/smartphones\/smartphone-360\/\">Smartphone 360<\/a> Weekly Smartphone Sales Tracker. The data is in contrast to early US numbers coming in which reflect robust demand across all models, especially the Pro Max.<\/p>\n<p>\u201cChina\u2019s headline numbers for the 15 series are in the red, and this is a reflection of the broader decline in consumer spending,\u201d says<strong> Mengmeng Zhang<\/strong>. \u201cBut the shorter pre-holiday shopping period coupled with supply mismatches on the Pro Max (with consumers shying away from blue) could push some of the demand to calendar Q4.\u201d<\/p>\n<figure id=\"attachment_1024800\" aria-describedby=\"caption-attachment-1024800\" style=\"width: 1462px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-1024800 size-full\" src=\"https:\/\/www.counterpointresearch.com\/wp-content\/uploads\/2023\/10\/iPhone-14-vs-15-Series-China-Unit-Sales-YoY-Growth-First-17-Days.jpg\" alt=\"iPhone 14 vs 15 Series China Unit Sales YoY Growth, First 17 Days\" width=\"1462\" height=\"881\" \/><figcaption id=\"caption-attachment-1024800\" class=\"wp-caption-text\">Source:\u00a0 Counterpoint Research Smartphone 360 Weekly Tracker, China.<\/figcaption><\/figure>\n<p>Early US numbers are in stark contrast to China, with the first 9 days of iPhone 15 sales showing double-digit increases in overall unit sales and healthy demand across Base, Pro and especially <a href=\"https:\/\/www.counterpointresearch.com\/insights\/iphone-15-sales-launch-day-analysis\/\">Pro Max<\/a> models.<\/p>\n<p><strong>\u201c<\/strong>The US is hot right now with back-to-back stellar weekends for the new iPhone. Overall reception of the 15 series has been very positive and we\u2019re expecting a major upgrade cycle from iPhone 11 and 12 users,\u201d says <strong>Jeff Fieldhack, Research Director<\/strong> for North America. \u201cOf course, we\u2019re talking about the first couple weeks of sales, but it\u2019s a positive sign and takes a lot of sting off the China numbers.\u201d<\/p>\n<p><strong>Background<\/strong><\/p>\n<p>Counterpoint Technology Market Research is a global research firm specializing in products in the technology, media and telecom (TMT) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.<\/p>\n<p><strong>Counterpoint Research<\/strong><br \/>\n<a href=\"mailto:press@counterpointresearch.com\">press(at)counterpointresearch.com<\/a><\/p>\n<p><strong><a href=\"http:\/\/www.twitter.com\/CounterpointTR\"><img decoding=\"async\" class=\"alignnone wp-image-5751 ls-is-cached lazyloaded\" src=\"https:\/\/www.counterpointresearch.com\/wp-content\/uploads\/2022\/06\/twitter-color-icon.svg\" alt=\"\" width=\"40\" height=\"34\" data-src=\"https:\/\/www.counterpointresearch.com\/wp-content\/uploads\/2022\/06\/twitter-color-icon.svg\" data-eio-rwidth=\"40\" data-eio-rheight=\"34\" \/><\/a><\/strong><\/p>\n<h3 class=\"crp-list-title\">Related Posts<\/h3><ol class=\"crp-list\"><li class=\"crp-list-item crp-list-item-image-none\"><div class=\"crp-list-item-title\"><a href=\"https:\/\/www.counterpointresearch.com\/insights\/apple-vision-pro-trillion-dollar-insurance-policy\/\">Apple Vision Pro: A Trillion-dollar Insurance Policy<\/a><\/div><\/li><li class=\"crp-list-item crp-list-item-image-none\"><div class=\"crp-list-item-title\"><a href=\"https:\/\/www.counterpointresearch.com\/insights\/iphone-15-price-apple-incentivizing-older-base-upgrade\/\">First Price Increase of iPhone 15 Pro Max Since 2019: Apple Incentivizing Older Base to Upgrade<\/a><\/div><\/li><li class=\"crp-list-item crp-list-item-image-none\"><div class=\"crp-list-item-title\"><a href=\"https:\/\/www.counterpointresearch.com\/research_portal\/global-handset-production-report-2022\/\">Global Handset Production Report 2022<\/a><\/div><\/li><li class=\"crp-list-item crp-list-item-image-none\"><div class=\"crp-list-item-title\"><a href=\"https:\/\/www.counterpointresearch.com\/insights\/global-smartphone-market-reaches-its-lowest-q3-levels-in-a-decade-apples-share-at-16\/\">Global Smartphone Market Reaches its Lowest Q3 Levels in a Decade; 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