On January 20, the national subsidy for mobile phones was officially launched. Some netizens discovered that after the national subsidy, the iPhone 13128G version only costs 2,999 yuan, which has dropped to a record low, and related topics have rushed to the Weibo hot search list. Currently, some of Apple’s main mobile phone models can enjoy state subsidies.Including iPhone13, iPhone15, iPhone16, etc. Among them, most versions of iPhone13 in JD.com’s self-operated stores have been sold out, and everyone is very enthusiastic about replacing them.
JD.com data shows that as of 12:00 on January 20, when national subsidies were launched in provinces and cities, mobile phone sales increased by 200% month-on-month, tablet sales increased by 300% month-on-month, and smart children's watch sales increased by 100% month-on-month.
Securities agencies believe that with the combination of AI mobile phone replacement demand and national subsidy incentives, the domestic mobile phone market sales are expected to grow significantly in 2025, and upstream component and IC manufacturers are expected to show greater performance flexibility when factors such as utilization rates are superimposed.
Research firm Counterpoint said: This policy has accelerated consumers’ replacement cycles, especially among mid-to-high-end models priced between 3,000 and 5,000 yuan.It is expected that in the first quarter of 2025, mobile phone shipments in the Chinese market will reach 75 million to 80 million units, a year-on-year increase of more than 10%; actual sales may exceed 80 million units.