$13 billion in revenue from China last quarter, down 27% from a year ago https://www.cnbc.com/2019/01/29/apple-china-revenue-q1-2019....

Do we have any reliable information if this is just Apple or if Chinese consumption is down across the board?

As per [1] overall Chinese smartphone market is down 11%. Huawei seems to be doing good in China, Xiaomi/Oppo may have seen some decline in China but they made up for that in India where Apple is negligible.

[1] https://www.strategyanalytics.com/zh/strategy-analytics/blog...

They are all down (their economy in general), but there is also a concerted effort by some in China to not use Apple products, especially after the Huawei incident.

> Chinese companies are now threatening employees by demanding they not purchase any Apple products whatsoever, going so far to withhold bonuses, garnish wages or even terminate an uncooperative employee.[1]

[1] https://9to5mac.com/2018/12/24/huawei-iphone-termination-app...

The Chinese courts also blocked iphone sales in China over Qualcomm. My understanding is the newest line of phones weren't affected (they used intel modems), but it affected the older models - which are obviously cheaper and more attractive to the avg. Chinese person compared to the $1,000+ flagships.

Both might not be huge factors in themselves, but probably contributed to Apples decline more than the other brands. It wasn't a proportionate decline across all brands. Apple was hit harder.

>The Chinese courts also blocked iphone sales in China over Qualcomm. My understanding is the newest line of phones weren't affected (they used intel modems

The Qualcomm patents in the China suit were software patents unrelated to cellular modems.

>The patents allow users to edit and resize photos and manage apps by using a touchscreen, according to the lawsuit.

https://observer.com/2018/12/qualcomm-lawsuit-iphone-ban-chi...

Apple has already issued a patch with a software workaround.

You may be thinking about the case in Germany.

Across the board.

>DONGGUAN, China — China’s consumers and businesses are losing confidence. Car sales have plunged. The housing market is stumbling. Some factories are letting workers off for the big Lunar New Year holiday two months early.

https://www.nytimes.com/2018/12/14/business/china-economy-xi...

Samsung is seeing the same hit out of China.

Jan 8 "Samsung said fourth quarter profits would likely come in at around 10.8 trillion Korean won ($9.67 billion), well shy of the market consensus of 13.2 trillion won, with sales falling 11% to 59 trillion won. Samsung only has a 1% share of the China handset market, compared to around 9% for Apple, but its chips and screens make their way into handsets made by Huawei Technologies, as well as Apple's iPhones, and that segment comprises a much larger portion of its operating profits"

https://www.thestreet.com/investing/stocks/apple-v-samsung-c...

Nvidia also reported Chinese consumer consumption being down in their results.

1,4 billion user-base? I wonder how they calculate this. It looks like non-unique users (devices connected). Or maybe lifetime accounts number.

According to Tim Cook on the earnings call he called it "active install base". Make of that what you will.

Sounds like actively used devices. Which means the number of users is lower as some/many people use more than one Apple device.

Are they counting iTunes on Windows?

Well, he didn't say happy users.

I believe it's the number of unique devices that connect to one of their services in a month, or something similar to that.

That wouldn't be a user base though. People have N apple devices each. Could be unique appleIDs to use the appstores.

Since you need an Apple ID to access their services, I'm sure it's easy to deduplicate users.

Average per customer is based on the Apple ID. User base is number of devices. Don't have a quotable source though.

Maybe distinct count of Active Apple IDs?