Lokacin da abubuwa basa tafiya daidai a kamfani mai girma kamar Apple, da yawa sune manazarta waɗanda suka fara yin lambobi kuma suke ƙoƙari gano abin da dalilai na iya zama. Akwai dalilai da yawa da cewa Tim Cook ya baje kolin kwanakin baya lokacin da ta sanar da faduwa a hasashen kudaden shiga yayin zangon farko na shekarar 2019 (wanda yayi daidai da zangon karshen shekarar 2018).
Daga cikin su duka, da alama wanda aka fi magana akai shi ne matsalar China, babbar hanyar samun kuɗin Apple a shekarun baya. Da yawa daga manazarta Bankin Amurka Merril Lynch sun ba da shawarar cewa Apple na fuskantar "kauracewa bayanai" mai yiwuwa game da masu amfani a China da Indiya.
A cewar wannan bankin, sha'awar masu amfani don sabunta iPhone yana raguwa kuma yawancin sha'awar masu amfani a waɗannan ƙasashe yanzu suna cikin tashoshin da Huawei da Samsung suka sanya. Bugu da ƙari, bisa ga wannan rahoto, karuwar tattaunawa game da rikicin ciniki tsakanin Amurka da China ba ya taimaka halin da ake ciki, tare da Apple shine babban wanda wannan lamarin ya shafa.
Manazarta Bankin Amurka sun danganta matsalar ga manyan batutuwa uku:
- Tsoron yakin ciniki ya riga ya lalata kasuwar hannun jari ta Amurka kuma hangen nesa yana ta ƙara ta'azzara.
- Yakin cinikayya yana da rauni ga yuan, yana sanya yawancin samfuran Amurka ba su da gasa kuma saboda haka yana rage darajar dala daga kudaden kasashen waje.
- Bototot mara izini ga samfuran Amurka yana ƙara haɓaka gibin kasuwanci tsakanin Amurka da China.
Amfani da bayanan da Bankin Amurka ya wallafa, Bloomberg yayi zane wanda zamu iya ganin yadda Apple ya zama na uku mafi girma a cikin masu sayar da wayoyin hannu a cikin China, kasancewar Xiaomi ya wuce ta. Da farko, bai kamata ta fada matsayi na hudu ba, amma idan rikicin siyasa tsakanin kasashen ya ci gaba, ba za a iya kawar da shi ba.