Last week, an administrative order of the US government caused another uproar in the Internet industry - US enterprises will be prohibited from doing business with Tencent's number one app WeChat within 45 days. Because this administrative order involves US enterprises, it is naturally concerned whether Apple, which has a large sales business in mainland China, will be affected.

Guo Mingxuan, a well-known Apple industry chain analyst, published a report yesterday to briefly analyze this. He said that Apple had responded to the government's request to remove WeChat from the App Store in India in the past, and it would not be surprising if the U.S. government made the same request. The key point is the scope of WeChat being blocked.

Guo Mingxuan then analyzed and said that if Apple was required to access WeChat in all App Stores worldwide, including China, because WeChat has long been a necessity in China, it would lead to a significant decline in the shipments of Apple's hardware products in the Chinese market, of which the iPhone was the most influential, and he expected that the annual iPhone shipments would therefore decline by 25%30%, while the annual shipments of other products such as AirPods, iPads, Apple Watch and Macs will be reduced by 15% to 25%.

However, if WeChat is blocked only in the United States, it will mainly affect WeChat users in the United States (such as Chinese in the United States and overseas students), and iPhone shipments are expected to decline by 3% to 6%, and other hardware products will be repaired below 3%.

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