Apple's market share slides in China as iPhone shipments decline, analyst Kuo says
1. Apple is losing market share in China due to declining iPhone shipments. 2. iPhone shipments expected to decline 6% year-over-year in first half of 2025. 3. Upcoming models face shipping challenges due to potential eSIM only support. 4. Q4 2023 iPhone shipments in China dropped by 10-12% amid flat overall market. 5. Apple's AI feature is not boosting hardware upgrades or replacement demand.