Apple Inc. shipped 10 million iPhones in China during September and October, based on Bloomberg’s calculations from government data on overall and Android device shipments… it shows iPhone shipments up 6% from a year earlier, according to the China Academy of Information and Communications Technology, which is run by the country’s technology ministry.
Apple took major strides to increase battery life in its iPhone 11 and 11 Pro devices while lowering the starting price by $50. After years of stagnation in cameras, the company overhauled the iPhone’s image quality this year, catching up to category leaders Google and Huawei. This approach drew an overwhelmingly positive critical reception.
Beyond new device sales, Apple’s other major challenge there will be to make available more of its lucrative subscription services. As the company transitions to a business model more reliant on recurring fees — such as via iTunes Music, Apple TV+ and Apple Arcade — their unavailability in China becomes increasingly a hurdle to growth.
Interesting to watch Apple’s slow, thoughtful chess moves in one of their most important potential markets.