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In the shadow of Huawei's comeback: Is Apple a victim or beneficiary?

What media got wrong in its coverage of Apple in China.

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Sam
Apr 14, 2024
∙ Paid

Much media coverage has painted Apple as a victim of Huawei’s recent comeback, but a closer look at the data indicates the opposite is true.

Yes, after Huawei returned to the market in the fourth quarter of last year, Apple's sales fluctuated — from a 2% decline in Q4 2023 to a 24%  drop in the first six weeks of the Q1 2024. 

However, I disagree with ove…

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