'If WeChat is regulated, iPhone shipments will drop by 30%,' a prominent analyst predicts


by John Pasden

Analyst Minchi Kuo, who has predicted the 2nd generation iPhone SE and Mac with ARM processor , is a presidential decree that prohibits dealing with Chinese companyTencent and handling of Tencent's messaging application ``WeChat'' In response, 'WeChat is regulated, iPhone shipments may fall by 25-30%,' he said.

Kuo: Global iPhone Shipments Could Decline Up to 30% If Apple Forced to Remove WeChat From App Store [Updated x2]-MacRumors
https://www.macrumors.com/2020/08/10/kuo-wechat-ban-iphone-shipments/

Kuo: WeChat ban could significantly hurt iPhone sales-9to5Mac
https://9to5mac.com/2020/08/10/possible-wechat-ban-iphone/

On August 6, 2020, President Donald Trump signed a presidential decree prohibiting transactions with Byddance, the operator of TikTok, a short movie sharing service, in the United States. At the same time, he signed a presidential decree prohibiting transactions with Tencent, the operator of WeChat.



WeChat, which has more than 1.2 billion active users every month in the world, enables not only exchanging messages but also SNS such as Twitter, news sharing, mail order, and even cashless payment management, in China. It is indispensable to the lives of modern Chinese people, regardless of their origins. Meanwhile, Chinese authorities have confirmed that WeChat also acts as a tool to monitor users.

Chinese authors admit that they can monitor Chinese version of LINE ``WeChat'' message, developer denied-GIGAZINE


by Sinchen.Lin

If 'only' removed from the US App Store, worldwide iPhone shipments will drop by 3-6%, and will drop to other Apple product shipments such as AirPods, iPads, Apple Watch, and Macs. The impact is also expected to be less than 3%.

Also, if Apple, which is an American company, is banned from all transactions with Tencent and it becomes impossible to distribute WeChat from the App Store all over the world, the number of iPhone shipments worldwide will decrease by 25 to 30%, etc. Kuo also expects Apple's products to fall by 15-25%. According to MacRumors, an Apple-related news media, about 15% of Apple's total revenue comes from Greater China.

``We believe that WeChat is important for Chinese users and will impact iPhone shipments in the Chinese market because it integrates communications, payments, e-commerce, news browsing and productivity features. '.

However, since the presidential decree has been issued and WeChat is actually regulated in the United States after September 20, 2020, if the Trump administration weakens the regulation condition by then, the impact may be reduced. 9to5Mac, an Apple-related news site, sees that there is sufficient sex.

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in Mobile,   Software, Posted by log1i_yk