Apple, which is the once bellwether of markets is running out of the steam, and the continuous decline in Apple's share is the combination of multiple intertwined factors, involving market competition, strategic adjustments, macroeconomic environment, such as tariffs and other dimensions.
Major headwinds that cause the share of Apple decline mainly include revenue decline in Chinese market; supply chain issues; uncertainty in tariff policies; delays in AI strategies and intensified market competition.
Firstly, weak growth in core markets is the main driving force of share decline. The business of Apple is under big pressure in Chinese market right now. Other factors also include： AI strategy lagging behind, missing the window of technological change; Weak product innovation, hardware iteration falls into homogenization; Macroeconomics and Capital Confidence, Multiple Pressure Overlays; Global economic growth slows down and consumption downgrades;The dramatic change in the competitive landscape: the rise of emerging forces; Valuation and market sentiment.
The business of Apple is in the turning point, facing pains of transformation and strategic choices. The continuous decline in Apple's share is essentially a reflection of "innovation weakness" and "strategic lag". Apple has failed to maintain its leading position in key technology fields such as AI, foldable screens, and satellite communication; In market competition, the rise of Chinese brands and geopolitical risks have intensified its growth pressure.
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