In fact, in the development of mobile Internet, mobile phones will change from the only core of mobile Internet to a node in the system, and the decline of mobile phones will lead to the decline of a large number of mobile phone companies. But at least in the next five years, the status of mobile phones will remain unshakable, which also leads to the status of Apple mobile phones still being maintained.
In contrast, China's competitors took the low-price mode from the beginning. What about the strategy? Inferiority? It is also reasonable that the business space is small and the profit rate is bleak. Remember, the profit from selling garbage can never be compared with the profit from selling villas. Although the real estate will encounter a cold winter, the demand for garbage disposal is as strong as ever. For a simple example, iPhone X sells for 9,000 yuan, and its net profit can be 1000 yuan or 2,000 yuan, but China's mobile phone only sells for 1000 yuan, and its profit rate will never be comparable to that of high-end mobile phones. What's more, Apple's market value plummeted, iPhone sales declined, and revenue fell short of expectations, but it never happened? Loss? What's more, they are unmatched by China competitors in industrial chain management, talent echelon and financial health. Apple vs China competitors, just like desert camels and prairie ponies.
Without losing confidence, Apple has the capital and resources to complete the transformation.
At a previous financial analysis meeting, Cook solemnly announced that iPhone sales figures would not be released in the future. On the one hand, they think that the sales figures should not increase significantly, and at the same time, they also express it to the outside world? Has Apple got rid of the iPhone dependence? The determination. In the past ten years, Apple has made dazzling achievements because of its long-term and sustainable development strategy. In fact, as early as the hottest time of Apple's sales, Cook has started to take precautions, shifting Apple's core from hardware business to software services, and trying to cover the entire industrial chain.
One operation is as fierce as a tiger, which makes Apple have all kinds of possibilities. In his letter of apology to investors, Cook repeatedly pointed out that poor sales only occurred in Greater China, and other markets met expectations. At the same time, businesses other than iPhone, including services, iMac/iPad, wearable devices and home products, increased by nearly 19% year-on-year. In the last fiscal quarter, the profit of Apple's service department reached/kloc-0.08 billion US dollars, second only to the more reliable figure. Last year, the number of Apple's device activations increased by more than 654.38 billion, totaling more than 654.38 billion, higher than any other time period. Behind this number is the eternal loyalty of Apple users. Moreover, more and more Apple devices have been activated, which has become a huge resource, giving Apple unlimited possibilities of transforming services.
In addition, the author has to emphasize that the whole economic environment is getting worse and worse, and Apple will inevitably encounter the problem of weak sales, as will other mobile phone brands, but Apple has a strong design team and supply chain management team.
Relying on the construction of the iPhone industry chain, Apple has recruited a large number of the world's best engineers in ten years. Even if iPhone sales in Greater China are weak, Cook has to admit that the App developers here are the most dynamic, flexible and creative, and the suppliers they cooperate with are also the top companies in the world, such as Samsung, TSMC, Sharp and LG. These resources are important resources for them to tide over the difficulties. In contrast, most of China's competitors lack Apple-style long-term planning, and we prefer to put? Smart phone? As a business, too much faith? Small profits but quick turnover? It also lacks long-term industrial chain construction. Even if the short-term sales exceed Apple's, there is no way to crush it for a long time, and there is not enough capital and resources to complete the transformation. In a word, apples are desert camels now, but thin camels are bigger than horses.