Apple perde espaço na China para Vivo e Huawei e tenta reagir com novo iPhone
A empresa enfrenta obstáculos por conta do apoio do governo chinês dado as concorrentes e a falta da Apple Intelligence em seus dispositivos
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Redatora
Publicado em 25 de fevereiro de 2025 às 10h31.
Apesar de já ter reinado no mercado chinês de smartphones, Apple tem perdido espaço para duas fabricantes chinesas, a Vivo e a Huawei. No movimento mais recente, a Apple conta com uma nova oferta de smartphone, o iPhone 16e, lançado na semana passada, para tentar recuperar espaço na China. Apesar de ser mais caro do que smartphone de entrada iPhone SE que substituiu, o iPhone 16e dispõe de mais funcionalidades.
Mas há obstáculos para retomar o mercado que detinha, em parte porque as empresas chinesas contam com apoio do estado para subsídios e contratos. Dados da International Data Corporation (IDC) indicam que, no quarto trimestre de 2024, a participação da Apple caiu 9,6%, enquanto o da Vivo cresceu 14% e o da Huawei 22,8% durante o mesmo período. A companhia manteve seu primeiro lugar no market share no quarto trimestre, mas ficou atrás da Vivo no total de 2024.
Falta da Apple Intelligence
A fabricante de iPhones tem encontrado dificuldades de lançar seus dispositivos equipados com a IA Apple Intelligence. Isso porque os modelos precisam de aprovação do governo da China, mas o parceiro global da Apple, OpenAI, fica baseado nos Estados Unidos. A Apple, agora, trabalha com gigantes chinesas como Alibaba e Baidu para aprovar a IA até fim deste ano em seus dispositivos enviados a China.
Durante apresentação de resultados da empresa, o CEO da Apple, Tim Cook, disse que a linha de iPhone 16 tinha uma performance melhor em locais onde a Apple Intelligence estava disponível.
Socorro do governo chinês
Enquanto isso, as concorrentes chinesas tem acelerado esforços para tornar seus produtos mais sofisticados. A Huawei, por exemplo, lançou o primeiro smartphone tri-dobrável do mundo, o Mate XT.
A China aplicou bilhões de dólares em forma de contratos preferenciais e subsídios entre a Huawei e organizações ligadas ao governo chinês ou ao partido comunista. Isso ajudou a Huawei a ultrapassar os obstáculos advindos das restrições impostas pelos EUA, que, há cinco anos, tornou mais difícil para que a Huawei adquirisse componentes essenciais para fabricação de smartphones competitivos.
Com a proibição dos EUA de que a empresa utilizasse o sistema operacional do Google, o Android, a companhia criou seu próprio sistema operacional. A Huawei também conseguiu superar o controle de exportações de chips ao construir um software que aproveitasse ao máximo do hardware.
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![TOPSHOT - Apple Park, Apple's circular HQ office building, is seen in an aerial view over Cupertino, California on May 16, 2024. (Photo by JOSH EDELSON / AFP) (Photo by JOSH EDELSON/AFP via Getty Images)]( "TOPSHOT - Apple Park, Apple's circular HQ office building, is seen in an aerial view over Cupertino, California on May 16, 2024. (Photo by JOSH EDELSON / AFP) (Photo by JOSH EDELSON/AFP via Getty Images)")
1/8 TOPSHOT - Apple Park, Apple's circular HQ office building, is seen in an aerial view over Cupertino, California on May 16, 2024. (Photo by JOSH EDELSON / AFP) (Photo by JOSH EDELSON/AFP via Getty Images) (O complexo ocupa uma área de 175 acres e é conhecido como o "anel espacial" devido ao seu design circular futurista.)
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![Cupertino, California / USA - December 22, 2022: Aerial view of Apple corporate headquarters building in Silicon Valley.
Apple Inc. is an American multinational technology company headquartered in Cupertino, California that designs, develops, and sells consumer electronics, computer software, and online services.]( "Cupertino, California / USA - December 22, 2022: Aerial view of Apple corporate headquarters building in Silicon Valley.
Apple Inc. is an American multinational technology company headquartered in Cupertino, California that designs, develops, and sells consumer electronics, computer software, and online services.")
2/8 Cupertino, California / USA - December 22, 2022: Aerial view of Apple corporate headquarters building in Silicon Valley. Apple Inc. is an American multinational technology company headquartered in Cupertino, California that designs, develops, and sells consumer electronics, computer software, and online services. (A construção do Apple Park custou aproximadamente US$ 5 bilhões.)
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![Attendees wait for the start of an Apple Inc. event at the Steve Jobs Theater in Cupertino, California, U.S., on Wednesday, Sept. 12, 2018. Apple will kick off a blitz of new products this week, ending a year of minor updates and setting the technology giant up for a potentially strong holiday quarter. Photographer: David Paul Morris/Bloomberg via Getty Images]( "Attendees wait for the start of an Apple Inc. event at the Steve Jobs Theater in Cupertino, California, U.S., on Wednesday, Sept. 12, 2018. Apple will kick off a blitz of new products this week, ending a year of minor updates and setting the technology giant up for a potentially strong holiday quarter. Photographer: David Paul Morris/Bloomberg via Getty Images")
3/8 Attendees wait for the start of an Apple Inc. event at the Steve Jobs Theater in Cupertino, California, U.S., on Wednesday, Sept. 12, 2018. Apple will kick off a blitz of new products this week, ending a year of minor updates and setting the technology giant up for a potentially strong holiday quarter. Photographer: David Paul Morris/Bloomberg via Getty Images (O Apple Park possui o Steve Jobs Theater, um auditório com capacidade para 1.000 pessoas, usado para lançamentos de produtos e eventos importantes da empresa.)
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4/8 (Mais de 9.000 árvores foram plantadas no Apple Park, incluindo pomares de frutas, destacando o compromisso da Apple com o meio ambiente e a sustentabilidade.)
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![Cupertino, California, USA - March 28, 2018: Exterior view of Apple Park Visitor Center in Silicon Valley, California. Apple Inc. is an American multinational technology company.]( "Cupertino, California, USA - March 28, 2018: Exterior view of Apple Park Visitor Center in Silicon Valley, California. Apple Inc. is an American multinational technology company.")
5/8 Cupertino, California, USA - March 28, 2018: Exterior view of Apple Park Visitor Center in Silicon Valley, California. Apple Inc. is an American multinational technology company. (O campus abriga cerca de 12.000 funcionários, todos em um único edifício principal com 260.000 metros quadrados.)
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![CUPERTINO, CA - MARCH 25: Attendees gather before an Apple product launch event at the Steve Jobs Theater at Apple Park on March 25, 2019 in Cupertino, California. Apple Inc. announced the launch of it's new video streaming service, and unveiled a premium subscription tier to its News app. (Photo by Michael Short/Getty Images)]( "CUPERTINO, CA - MARCH 25: Attendees gather before an Apple product launch event at the Steve Jobs Theater at Apple Park on March 25, 2019 in Cupertino, California. Apple Inc. announced the launch of it's new video streaming service, and unveiled a premium subscription tier to its News app. (Photo by Michael Short/Getty Images)")
6/8 CUPERTINO, CA - MARCH 25: Attendees gather before an Apple product launch event at the Steve Jobs Theater at Apple Park on March 25, 2019 in Cupertino, California. Apple Inc. announced the launch of it's new video streaming service, and unveiled a premium subscription tier to its News app. (Photo by Michael Short/Getty Images) (O campus utiliza 100% de energia renovável, com um dos maiores sistemas de painéis solares do mundo, gerando cerca de 17 megawatts de energia.)
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![Tim Cook, chief executive officer of Apple Inc., holds an Apple 15-inch MacBook Air laptop computer during the Apple Worldwide Developers Conference at Apple Park campus in Cupertino, California, US, on Monday, June 5, 2023. Apple Inc. will charge $3,499 for its long-awaited mixed-reality headset, testing whether consumers are ready to spend big bucks on a technology that the company sees as the future of computing. Photographer: Philip Pacheco/Bloomberg via Getty Images]( "Tim Cook, chief executive officer of Apple Inc., holds an Apple 15-inch MacBook Air laptop computer during the Apple Worldwide Developers Conference at Apple Park campus in Cupertino, California, US, on Monday, June 5, 2023. Apple Inc. will charge $3,499 for its long-awaited mixed-reality headset, testing whether consumers are ready to spend big bucks on a technology that the company sees as the future of computing. Photographer: Philip Pacheco/Bloomberg via Getty Images")
7/8 Tim Cook, chief executive officer of Apple Inc., holds an Apple 15-inch MacBook Air laptop computer during the Apple Worldwide Developers Conference at Apple Park campus in Cupertino, California, US, on Monday, June 5, 2023. Apple Inc. will charge $3,499 for its long-awaited mixed-reality headset, testing whether consumers are ready to spend big bucks on a technology that the company sees as the future of computing. Photographer: Philip Pacheco/Bloomberg via Getty Images (O Apple Park possui um centro de visitantes com uma loja exclusiva, café e um deck de observação, atraindo milhares de visitantes todos os anos.)
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![Cupertino CA USA December 14, 2019: Apple headquarters offices building exterior and inner court with outdoor eating area, on a bright cold December day.]( "Cupertino CA USA December 14, 2019: Apple headquarters offices building exterior and inner court with outdoor eating area, on a bright cold December day.")
8/8 Cupertino CA USA December 14, 2019: Apple headquarters offices building exterior and inner court with outdoor eating area, on a bright cold December day. (A arquitetura do Apple Park inclui um sistema de ventilação natural que permite que o edifício funcione sem aquecimento ou ar-condicionado durante nove meses do ano.)
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