Apple Faces Multiple Fronts: China Market Threats, iMessage Exclusivity, and iPhone 15 Leaks
Portfolio Pulse from Mohit Manghnani
Apple Inc. (NASDAQ:AAPL) faces challenges from Huawei's resurgence in China, a Chinese smartwatch brand Imoo outpacing Apple Watch, Android users accessing iMessage, and leaked features of the upcoming iPhone 15 Pro. Huawei's new smartphones could dent Apple's fiscal 2024 earnings by approximately 11 cents per share if it regains 10 million units of market share. Imoo has captured 21% of the smartwatch market in China, trailing only behind Huawei. Tech influencer Marques Brownlee revealed two methods for Android users to access iMessage, challenging Apple's exclusivity.
September 06, 2023 | 1:53 pm
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Apple faces challenges from Huawei's resurgence, Imoo outpacing Apple Watch, Android users accessing iMessage, and leaked iPhone 15 Pro features. These factors could potentially impact Apple's market share and earnings.
The resurgence of Huawei and the rise of Imoo in China could potentially eat into Apple's market share in the smartphone and smartwatch segments. The ability for Android users to access iMessage could dilute the exclusivity of Apple's ecosystem. Leaked features of the upcoming iPhone 15 Pro could impact consumer anticipation and sales. All these factors could potentially impact Apple's earnings and stock price.
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