What do you think of Apple surpassing Samsung to become the No. 1 mobile phone market in the world?

In recent years, Apple has been growing increasingly powerful in the public mobile phone market, finally surpassing its long-standing rival Samsung and becoming the new king of the public mobile phone market. This achievement not only reflects Apple’s corporate strength and influence, but also represents consumers’ recognition and love for the product. When discussing this topic, I think there are the following points that need attention:

Surpassing Samsung for the first time, highlighting its outstanding capabilities in technological innovation and product design. Therefore, we are most proud of the iPhone series. Each generation of iPhone will bring significant technological upgrades and design innovations. For example, the iPe X facial recognition screen leads the trend and gives it a certain competitive advantage. We also continue to enhance the sense of authenticity and value of consumer products through measures such as establishing a good ecosystem and software updates.

Third, it also responds to the preference for quality cards. It is famous for its high-quality luxury, conveying high-end scenery from production to user experience. This kind of card effect makes people willing to spend huge sums of money to buy parts, and their value is highly valued. Social media needs users to create a fashionable and personalized scene in their minds, attracting users to pay attention to scientific trends.

As the financial report showed that its performance failed to keep up with the increase in its stock price, Apple's stock price retreated from its gains and has fallen by more than 8% since August. However, as Apple's new iPhone 15 is about to be unveiled, well-known Apple analyst Ming-Chi Kuo is optimistic that sales will turn positive and reverse the sell-off of Apple's stock. A stock price rebound is just around the corner.

Markets Insider reported that Ming-Chi Kuo, known as the “most powerful Apple analyst on the planet,” issued a report on August 28 stating that Samsung has lowered its 2023 smartphone shipment target to 220 million units. If Apple maintains If the iPhone order volume remains unchanged in the second half of 2024, iPhone shipments in 2023 are estimated to be between 220 million and 225 million units. It has the opportunity to surpass Samsung and become the world's largest smartphone brand, which is bound to bring long-term benefits to the Apple ecosystem.

Looking forward to the mobile phone market in 2024, Ming-Chi Kuo said that Apple’s latest iPhone shipment target for 2024 is 250 million units. In comparison, Samsung is cautious about smartphone demand in 2024. He judged that Apple is expected to remain the largest smartphone brand for two consecutive years in 2024.

Ming-Chi Kuo mentioned that the market is worried that supply chain capacity issues will drag down iPhone 15 sales, especially the high-end model iPhone 15 Pro Max, which may be delayed in shipments. However, in fact, iPhone 15 Pro Max will be mass-produced and shipped this week, and older iPhones Shipments also increased.

Ming-Chi Kuo believes that the recent decline in Apple's stock price is due to the market's overly conservative view of iPhone 15 shipments. As the iPhone 15 is about to go on sale and heat up the market atmosphere, a short-term rebound can be expected.

According to a forecast report released by market research company Counterpoint Research, global smartphone shipments may hit a ten-year low in 2023, falling to 1.15 billion units. However, it is worth noting that under the conservative economic climate, high-end mobile phones are relatively unpopular. As a result, market demand has also moved towards high-end products, and Apple, which takes the high-end route, has become the biggest beneficiary.

Counterpoint predicts that thanks to the increased shipments of iPhone 15, Apple's sales will overtake Samsung's in 2023 and become the No. 1 player in the global mobile phone market for the first time.