Do not know who Apple offended, although it has become the world's top technology companies, but the industry's tradition of its decline has not changed. Recently, Apple's share price plummeted and once again provided an opportunity for the "anti-fruit" alliance. According to data calculated by Bloomberg, since Apple became a Dow component, the decline in Apple's share price has caused the Dow to lose 67 points. This is also Apple's stock price fell to the lowest point since January this year, and since September 2013 for the first time fell below the 200-day moving average price.
Many people inside and outside the industry think that the basis for Apple's “decline†is mainly focused on the following aspects: iPhone sales failed to meet expectations in the last quarter; there were too many opponents and continued to develop; Like everything and so on.
Too reliant on the iPhone
To understand Apple, the iPhone is clearly a Kaner that can't be used. Apple’s revenue in fiscal 2014 was 220.2 billion U.S. dollars, of which 121.5 billion U.S. dollars came from the iPhone, accounting for 55.2%. With the best-selling iPhone 6/6 plus, Apple will reap huge profits. However, behind this, Apple also has a potential crisis. There is a saying in China: Do not put all eggs in one box. Maybe it was forced, but Apple does now put the most important eggs in one basket.
If you classify your smartphone by price, iPhone is definitely an ultra-high-end model. According to IDC statistics, in the first quarter of last year, among the total delivery of Android phones, the proportion of high-end mobile phones with prices higher than US$600 was 9.1%. In the first quarter of this year, the proportion of high-end mobile phones that cost more than US$600 in Android shipments decreased to 5.6%. In contrast, in the same period of time, Apple's iOS device, the price of more than 600 US dollars accounted for an increase from 70% to 80%. This market pattern has led to more than 90% of the profits of the smartphone industry being occupied by the iPhone, and it has also served as a wake-up call to the “price war†in the Chinese smartphone market.
The iPhone's road to success began with the iPhone 4 and sales have increased year after year. The reason why users choose Apple, the main reasons are as follows: easy to use, durable, revealing identity (especially for some Chinese consumers). However, after several iterations of the update, the iPhone may have become the best-selling smartphone, but it has not been the most amazing smartphone. The success of the iPhone 6/6 plus does not lie in the "new things" they bring. It is a compromise and concession to the market that makes the user's demand for large-screen smart phones better than Apple's desire to change the world.
At this year's WWDC conference, the advent of iOS 9 did not satisfy users, but it was rather disappointing. Many users stated that the iOS system has become increasingly "bloated" and is no longer as easy to use as it used to be. According to related sources, the biggest highlight of the "iPhone 6s" to be released this year may be the upgrading of hardware configuration. Apple will bid farewell to 1 million memory and 8 million pixel cameras. This is a change Apple made to ensure a smooth mobile experience, but from another point of view may have been a retrogression.
The iPhone is like a "good guy" who has always benefited the user. Because the image is too tall, it will become a target of criticism. In other words, the more successful the iPhone, the greater the pressure on Apple and the higher the risk. The immediate cause of the recent sharp drop in Apple's share price is that investors expect the iPhone to be hot in the second quarter, but Apple only shipped 47.5 million units, less than the expected 49 million.
Individual opponents lack strength, but there are too many
As the saying goes, “The wall is down, everyone pushes.†Apple, as the leader in science and technology, is absolutely a wall of iron. There are countless manufacturers who want to tear it down. The strength of a single company may not be enough to shake Apple, but there are too many vendors who have this idea, and many have to pay attention to it. Taking the most competitive Chinese market as an example, there are only hundreds of manufacturers involved in the field of smart phones, among which several brands such as Xiaomi, Lenovo, Huawei, Meizu, and ZTE have good performances in China. Now that China has become Apple’s most important overseas market, having so many competitors further increases the difficulty of its development.
At the current stage, the performance of domestic mobile phone brands in the high-end segment is flat. Many manufacturers have already fallen into a “price war†and are fiercely fighting in the low-end products where the profit margin is insufficient. However, this did not prevent their determination to enter the high-end field. Many people in the industry have pointed out that the future will determine the success or failure of smart phones will be high-end machine market, many companies lack of strength will be eliminated. This development trend not only forces Apple, but also urges several domestic companies with strength. Therefore, in the future, domestic manufacturers will surely make efforts in the high-end areas, and Apple will become a direct or indirect target.
Apple Watch opens up new markets, but its performance is not ideal
From the beginning of its birth, Apple Computer not only produced mobile phones and computers, but also other related products, even clothing, digital cameras, etc., but abandoned due to poor market feedback. Apple Watch as Jobs "after the move", Cook served as CEO since Apple's first new category of products, whether it is internal or external significance. Apple hopes to open up a new product line for this product, but from now on Apple Watch may not perform well.
Earlier when Apple announced its third-quarter financial report, the much-anticipated Apple Watch sales did not appear. When answering a reporter’s question, Cooke pointed out that Apple Watch’s sales exceeded company’s internal expectations and was superior to the iPad and iPhone that were in the same period. Apple's move in the outside world seems to be due to Apple Watch's poor sales, but had to continue to hide.
However, Apple Watch's sales have even jostled the entire smartwatch industry even with the most conservative estimate of 2 million quarterly shipments. Compared to the product itself, Apple Watch's value may be more conceptual. After the appearance of Apple Watch, the user's attention to smart watches has rapidly increased. At the same time, it has also given a strong boost to the growing field of wearable devices. According to previous statistics, low-end wearable devices accounted for most of the market share, Apple Watch apparently changed this pattern.
Apple Watch shows that Apple still wants to go forward with ambitions, but the actual performance is not as beautiful as it was supposed. Now it is August, two months after Apple's fall conference is coming. It is reported that Apple may launch Apple TV at this conference. This conference may be a turning point, Apple will continue to climb higher, or really into a "decline" to see whether Apple can shock the world.
Many people inside and outside the industry think that the basis for Apple's “decline†is mainly focused on the following aspects: iPhone sales failed to meet expectations in the last quarter; there were too many opponents and continued to develop; Like everything and so on.
Too reliant on the iPhone
To understand Apple, the iPhone is clearly a Kaner that can't be used. Apple’s revenue in fiscal 2014 was 220.2 billion U.S. dollars, of which 121.5 billion U.S. dollars came from the iPhone, accounting for 55.2%. With the best-selling iPhone 6/6 plus, Apple will reap huge profits. However, behind this, Apple also has a potential crisis. There is a saying in China: Do not put all eggs in one box. Maybe it was forced, but Apple does now put the most important eggs in one basket.
If you classify your smartphone by price, iPhone is definitely an ultra-high-end model. According to IDC statistics, in the first quarter of last year, among the total delivery of Android phones, the proportion of high-end mobile phones with prices higher than US$600 was 9.1%. In the first quarter of this year, the proportion of high-end mobile phones that cost more than US$600 in Android shipments decreased to 5.6%. In contrast, in the same period of time, Apple's iOS device, the price of more than 600 US dollars accounted for an increase from 70% to 80%. This market pattern has led to more than 90% of the profits of the smartphone industry being occupied by the iPhone, and it has also served as a wake-up call to the “price war†in the Chinese smartphone market.
The iPhone's road to success began with the iPhone 4 and sales have increased year after year. The reason why users choose Apple, the main reasons are as follows: easy to use, durable, revealing identity (especially for some Chinese consumers). However, after several iterations of the update, the iPhone may have become the best-selling smartphone, but it has not been the most amazing smartphone. The success of the iPhone 6/6 plus does not lie in the "new things" they bring. It is a compromise and concession to the market that makes the user's demand for large-screen smart phones better than Apple's desire to change the world.
At this year's WWDC conference, the advent of iOS 9 did not satisfy users, but it was rather disappointing. Many users stated that the iOS system has become increasingly "bloated" and is no longer as easy to use as it used to be. According to related sources, the biggest highlight of the "iPhone 6s" to be released this year may be the upgrading of hardware configuration. Apple will bid farewell to 1 million memory and 8 million pixel cameras. This is a change Apple made to ensure a smooth mobile experience, but from another point of view may have been a retrogression.
The iPhone is like a "good guy" who has always benefited the user. Because the image is too tall, it will become a target of criticism. In other words, the more successful the iPhone, the greater the pressure on Apple and the higher the risk. The immediate cause of the recent sharp drop in Apple's share price is that investors expect the iPhone to be hot in the second quarter, but Apple only shipped 47.5 million units, less than the expected 49 million.
Individual opponents lack strength, but there are too many
As the saying goes, “The wall is down, everyone pushes.†Apple, as the leader in science and technology, is absolutely a wall of iron. There are countless manufacturers who want to tear it down. The strength of a single company may not be enough to shake Apple, but there are too many vendors who have this idea, and many have to pay attention to it. Taking the most competitive Chinese market as an example, there are only hundreds of manufacturers involved in the field of smart phones, among which several brands such as Xiaomi, Lenovo, Huawei, Meizu, and ZTE have good performances in China. Now that China has become Apple’s most important overseas market, having so many competitors further increases the difficulty of its development.
At the current stage, the performance of domestic mobile phone brands in the high-end segment is flat. Many manufacturers have already fallen into a “price war†and are fiercely fighting in the low-end products where the profit margin is insufficient. However, this did not prevent their determination to enter the high-end field. Many people in the industry have pointed out that the future will determine the success or failure of smart phones will be high-end machine market, many companies lack of strength will be eliminated. This development trend not only forces Apple, but also urges several domestic companies with strength. Therefore, in the future, domestic manufacturers will surely make efforts in the high-end areas, and Apple will become a direct or indirect target.
Apple Watch opens up new markets, but its performance is not ideal
From the beginning of its birth, Apple Computer not only produced mobile phones and computers, but also other related products, even clothing, digital cameras, etc., but abandoned due to poor market feedback. Apple Watch as Jobs "after the move", Cook served as CEO since Apple's first new category of products, whether it is internal or external significance. Apple hopes to open up a new product line for this product, but from now on Apple Watch may not perform well.
Earlier when Apple announced its third-quarter financial report, the much-anticipated Apple Watch sales did not appear. When answering a reporter’s question, Cooke pointed out that Apple Watch’s sales exceeded company’s internal expectations and was superior to the iPad and iPhone that were in the same period. Apple's move in the outside world seems to be due to Apple Watch's poor sales, but had to continue to hide.
However, Apple Watch's sales have even jostled the entire smartwatch industry even with the most conservative estimate of 2 million quarterly shipments. Compared to the product itself, Apple Watch's value may be more conceptual. After the appearance of Apple Watch, the user's attention to smart watches has rapidly increased. At the same time, it has also given a strong boost to the growing field of wearable devices. According to previous statistics, low-end wearable devices accounted for most of the market share, Apple Watch apparently changed this pattern.
Apple Watch shows that Apple still wants to go forward with ambitions, but the actual performance is not as beautiful as it was supposed. Now it is August, two months after Apple's fall conference is coming. It is reported that Apple may launch Apple TV at this conference. This conference may be a turning point, Apple will continue to climb higher, or really into a "decline" to see whether Apple can shock the world.
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