Apple has sold less than 500,000 iPhone in the month of February in China, according to the official data announced by the Beijing government and reported by Reuters. An obvious effect of the closures prolonged the the Apple Store that were deemed necessary to stem the epidemic of Covid-19, that game just from the chinese city of Wuhan, in Hubei province.
Of course, the closing of physical stores (that are now beginning to reopen, though with all due caution of the case) is just the more direct effect, but there are many other indirect: the factories closed, and the limitations to the movement have influence on the desire (and ability) to spend of chinese consumers.
It is worth to observe that the China-February is a month rather lackluster, because it comes immediately after the chinese new year, which is celebrated in January, and as our Christmas involves a massive exchange of gifts. In any case, the comparison with the previous year speaks clear: total sales (not only Apple, all manufacturers) have reached 6,34 million devices, while in February 2019 were 14 million, a decrease of 54,7%. This is the worst year since the government published these data, that is, from the 2012. When comparing the two ecosystems, Android shipments increased from 12,72 to 5.85 million, while for iOS from 1.27 million went to 494.000.
Apple has already warned investors that the first quarter of 2020 will be in trouble, precisely because of the global health emergency. It is reasonable to expect similar indications also from other producers, large and small; and at this point is make more concrete the hypothesis of delay in the launch of new products.