The sales performance of the new iPhone series in the Greater China region has not shown improvement from 2024, seemingly confirming many market forecasts that suggest iPhone growth has hit a bottleneck in this region. The overall slowdown in China’s consumer market and intensified competition from local brands are key factors contributing to this outcome.

Under pressure from the Trump administration, Panama has exited China’s Belt and Road Initiative, even as Southeast Asian nations move to deepen their supply chain ties with China in a bid to strengthen their US negotiating position.

Panel procurement momentum, which began in the fourth quarter of 2024, continues to strengthen in 2025, driven by four major factors. Industry experts believe that the first quarter of 2025 could see a strong off-season, while the second quarter remains uncertain. The market outlook for the second half of 2025 appears challenging, as inventory accumulation in the first half could potentially weaken the traditional peak season.