Apple's China issues could hamper iPhone sales in 2025: Analyst

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UBS analyst David Vogt says a resurgent Huawei could keep Apple from a huge sales jump in 2025 despite the iPhone maker's big AI play.

) is expected to launch its next-generation AI-centric iPhone in September, but the company's Apple Intelligence software platform may not be enough to spark a new sales supercycle in 2025. That's according to UBS Global Research analyst David Vogt, who says Apple's market share losses in China to homegrown companies like Huawei, act as a "material governor on iPhone unit growth.

Apple has attempted to goose sales for Chinese consumers, offering deep discounts across the Greater China market. And by some measures it's working.Despite those gains, Huawei could still pose a threat to Apple's growth in China. To counter that, and build sales in other regions, the company announced its new Apple Intelligence platform during its WWDC event in June.

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