Huawei's comeback threatens to disrupt Apple's operations significantly

Apple's iPhone 15 is currently under the global limelight as pre-orders have been initiated in over 40 countries. As always, these new offerings are drawing significant attention. However, noteworthy insights have come to light from analyst Ming-Chi Kuo, emphasizing that while the iPhone 15 Pro Max is the standout, the basic models are merely tracking the performance of their predecessors. Kuo also touched upon an interesting angle - the resurgence of Huawei in the flagship segment with its latest 5G phones might dampen iPhone15 sales.

Huawei's new foray is marked by the introduction of the Mate 60 series. The series is peculiar because it is equipped with a 5G Kirin 9000s chipset, reportedly produced by SMIC, Huawei's in-house foundry. This represents a significant stride for the company, as it previously had to depend on Qualcomm's 4G chips, somewhat diminishing its appeal to consumers.

Huawei's comeback threatens to disrupt Apple's operations significantly

The focus of Kuo's insights extended to the potential implications of Huawei's resurgence. According to him, the iPhone will undeniably feel the ripples of Huawei's comeback. However, it's crucial to understand that this will not impact the iPhone 15 pre-orders, especially in the Chinese market. This is mainly attributed to the nature of the early adopters, who predominantly are Apple aficionados and do not represent Huawei's target demographic.

Huawei's Mate 60 and 60 Pro models have certainly generated a buzz in China. Evidence of this is visible with substantial demand and lengthy queues outside retail outlets. It's anticipated that these Huawei flagships could pose a challenge to iPhone 15's base and possibly even the Pro model within China. However, the iPhone 15 Pro Max is predicted to remain unscathed. Adding another layer to the discussion, Kuo mentioned that the demand for the iPhone 15 Pro has experienced a slight dip compared to previous years. This could possibly be due to a shift of premium users towards the more extravagant iPhone 15 Pro Max.

In conclusion, Kuo remains firm in his earlier forecast, expecting Apple to dispatch approximately 80 million units of the iPhone 15 by the year's end.

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