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> In other words, people aren't buying iPhones for its integration with Apple services in China, which could lead to an increase in growth due to the halo effec
by LiweiZ 9y ago
> In other words, people aren't buying iPhones for its integration with Apple services in China, which could lead to an increase in growth due to the halo effects. Instead, they run WeChat and they buy things through there, which leads to no growth in Apple's services and revenue. Which also means, the customers have no desire to buy another Apple device. They can do the same on any device that can run WeChat.
The root cause for this is it's a high-walled market. If you can compromise and be allowed to grab a spoon as an outsider. It's already a win. Just look at other big name service providers.
Apple is a huge winner among outsiders in China market since they can make nice profit through physical product alone.