Apple’s Latest China Problem: Market Share

As if Apple Inc. AAPL 0.47% didn’t already have enough to worry about in China, Morgan Stanley analyst Bill Lu believes that smartphone manufacturers are aggressively taking advantage of the remaining window before the launch of the next iPhone to attempt to gain market share from Apple in China.

In a new report, Lu looks at the potential share loss and what it means for Apple and its competitors.

The Strategy

With Apple’s new iPhone model anticipated to launch in September, competitors are taking advantage of the last few weeks prior to the launch to bleed Apple of its market share in China. According to the report, OEMs Huawei, Meizu and Xiaomi have all announced new models within the last two months.

Is It Working?

The report includes…

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