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Analysts expect iPhone 17 to lift Apple's ( AAPL ) market share in
China
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Buyers attracted to phone redesign
By Che Pan and Brenda Goh
BEIJING, Sept 19 (Reuters) - Hundreds of people lined up
at Apple's ( AAPL ) flagship store in Beijing on the launch day
of the iPhone 17 on Friday in a sign that sales of the series
are off to a promising start in the world's second largest
economy.
Among the roughly 300 people that arrived in the morning at
Apple's ( AAPL ) store in downtown Sanlitun to pick up phones ordered
online was Shuke Wang, 35, who said he purchased the Pro Max
model, priced from 9,999 yuan ($1,406) in China and pegged by
analysts to be the best selling model in the 17 series.
"I really like the 17 series' redesign, and I think the
orange-coloured one looks good, but too flashy. The Air Model
looks good too, but the Pro Max gives longer battery life," he
said.
Apple ( AAPL ) says the base model iPhone 17 has a brighter, more
scratch-resistant screen, and will also have a better
front-facing camera that will make horizontal selfies look
better.
Analysts say the iPhone 17 series could give a crucial
end-of-year boost to Apple's ( AAPL ) market share and shipments in
China, which have been pressured this year by intensifying
competition from Xiaomi ( XIACF ) and Huawei amid weak consumer
demand.
Apple ( AAPL ) does not disclose pre-order figures.
In the first eight weeks of the third quarter, Apple's ( AAPL )
shipments decreased 6%, according to data from Counterpoint
Research released earlier this week.
Chiew Le Xuan, a senior analyst at research company Omdia,
said they expected iPhone shipments in China to rise 11% year
over year in the second half, driven by the new series,
contributing to 5% full-year growth for Apple ( AAPL ) in 2025.
"The iPhone 17 Pro Max is expected to outperform the 16 Pro
Max, driven by a major redesign - a factor that has historically
spurred replacement demand in China," said Chiew. "It is likely
to become Apple's ( AAPL ) top-performing model in the Chinese market in
2026."
The iPhone Air will be the only model in China to have
telecom operators' support for an e-SIM - a digital SIM embedded
in the device. However, Apple ( AAPL ) has not opened pre-sales for the
Air in China and says the availability of eSIM services from
China Mobile, China Telecom, and China Unicom is subject to
regulatory approval.
"The iPhone Air may serve as a testbed for thin-and-light
technology that could later be applied to a foldable iPhone,"
said Will Wong, a senior smartphone analyst at IDC.
Wong said the Air won't deliver a major sales boost, as
Apple ( AAPL ) traded off battery life and camera and audio quality,
which Chinese consumers value, to achieve the slimmer design
features.
($1 = 7.1138 Chinese yuan renminbi)