Against a background that has recently seen President Trump put in place an executive order that bans U.S. companies from dealing with Tencent, Apple could be in a particularly bad situation in China. Tencent owns WeChat, and much of daily life in China runs through it. The loss of WeChat on iPhone could be huge for Apple, with analyst Ming-Chi Kuo suggesting it could hurt the company in one key area – iPhone shipments.
In a new note seen by iMore, analyst Kuo says that he believes Apple’s worldwide iPhone shipments could fall as much as 30% if WeChat is pulled from the iPhone. He notes that Chinese users run their lives through the app, whether they are making payments, catching up on news, or using the more obvious messaging features.
Källa: Kuo: iPhone’s loss of WeChat could cause a worldwide shipment fall of 30%
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