It was unclear how the administration could implement the ban on WeChat in mid-September. It could order Apple Inc and Alphabet Inc's Google to remove WeChat from their app store, or order the apps to stop offering access or updates to U.S. users.
WeChat users in the U.S. rushed to install the app before it could disappear from the app stores. They have also turned to QQ, as the ban did not specifically cover this product.
Apple will be put into a very difficult situation if it is forced to remove WeChat from its App Store.
In his latest report, TF International Securities analyst Kuo Ming-chi estimated that global iPhone shipments could drop by 25 to 30 percent if Apple is forced to remove WeChat from its global app store. Besides, the annual shipments of other Apple hardware devices, including AirPods, iPad, Apple Watch, and Mac, will be revised down by 15 to 25 percent.
Apple has spent years building China into a 44 billion U.S. dollars growth driver. In the second quarter of 2020, the company's revenue from the Chinese market accounted for over 15 percent of its total.