Several analysts confirm that the coronavirus strongly limits the sales of iPhone in China, although Apple resists better than many Android manufacturers.
As the Bloomberg report, UBS analysts estimate that iPhone demand fell 28% in January from the previous month. It's about a much larger decline than usual for this period of the year . It is true that in China, as in the rest of the world, January is a month traditionally down on December. But in 2020 the levels reached figures almost never seen in the past.
The same analysts recalled how Apple managed to increase iPhone sales in the last months of 2019, after a long period of trouble, although the coronavirus further slowed this growth. The "positive" news for Apple is that overall smartphone shipments to China have declined 37% year on year, while iPhone sales have increased 5%.
The same is true for iPads, as the coronavirus would increase sales due to the fact that many workers and students are forced to work or study at home.
Apple knows that the epidemic in China will have an impact on financial data this quarter, to the point that it has already announced that it expects profits lower than first estimates.