Apple and China

This podcast discusses our published article ‘Apple & China’.

This article explores the current state of Apple products in China, focusing on the declining sales of iPhones while simultaneously noting the increasing market share of the iOS operating system. The author argues that the lack of innovation in the iPhone 16 is not the main reason for the decline in sales, as Apple's consistent updates to iOS have led to more users opting to keep their older iPhones. The article highlights the potential for Apple's upcoming artificial intelligence, Apple Intelligence, to revive sales, but acknowledges the uncertainty of its availability in China due to potential government restrictions on foreign AI services.