智通财经APP获悉，中国智能手机市场首季上演"冰火两重天"。IDC最新数据显示，苹果(AAPL.US)成为唯一出货量下滑的主流厂商，980万部的销量同比骤降9%，市场份额从17.4%缩水至13.7%，排名跌落至第五位，这也是苹果连续七个季度下滑。而市场领头羊小米(01810)却逆势狂飙，出货量激增40%达1330万部，行业整体亦实现3.3%的正增长。
这场此消彼长的背后，6000元政策红线成为关键分水岭。今年初推出的消费补贴政策规定，售价低于820美元(约合6000元人民币)的智能手机可享受15%的政府补贴。IDC分析师威尔·黄直指要害："苹果的高端定价策略使其几乎无法享受政策红利，而本土厂商凭借亲民机型成功借力政策东风。"
数据揭示的竞争格局更显残酷：当小米等安卓阵营凭借性价比机型收割补贴红利时，坚守高端的苹果却陷入两难——降价可能损害品牌溢价，不降价则持续流失市场份额。这场由政策催化的市场洗牌，正将苹果逼向战略十字路口。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.