《大行報告》富瑞:蘋果(AAPL.US)內地iPhone 15以舊換新策略積極 惟在華銷量仍遇很多逆風
富瑞發表研究報告指出,蘋果(AAPL.US)於內地iPhone 15的平均售價上調1.9%,但以舊機換新機的價值則大幅增加27%,相當於現有iPhone用戶換購新機平均降價約一成,而在美國以舊換新價值則減少8%。
鑑於華為Mate 60 Pro的強勁銷售,該行認為蘋果內地iPhone 15以舊換新策略積極,是為了阻止現有內地iPhone用戶轉用華為。
然而,該行預期iPhone 15在華銷量仍面臨很多阻力,因內地消費者對華為Mate 60 Pro的熱情並非基於其性能或價格,對於華為未能推出5G手機而在過去兩年轉投iPhone的粉絲而言,iPhone以舊換新策略積極不太可能成為他們換機的關鍵考慮因素。因此,該行仍預期華為Mate 60 Pro會蠶食iPhone 15銷量。
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