Once, IPHONE has launched a new product, and it will always be a long team in front of Apple. Even if it is not necessarily bought, because of out of stock; and now, the price of price reduction is often accompanied by iPhone. That's right, the iPhone has cut prices, after the price of the iPhone 7 shortly, it is now in the iPhone 7 Plus. According to an e-commerce platform in China, 128G iPhone 7 Plus has been reduced to 6588 yuan, which has fallen by 600 yuan compared to the original price 7188.
For Apples who have once "proud", such price cuts have obviously "downside", but embarrassing is that this still has not mobilized the appetite of Chinese users. Yes, the iPhone sales in the Greater China is still inevitably down.
Apple sales is sluggish, and it is also dragged in the Chinese market.
On May 3, Apple released the second quarter of the 2017 fiscal year. The report shows that Apple's second-quarter revenue is $ 52.896 billion, higher than $ 50.557 billion in the same period last year; net profit is $ 1.12.29 billion, compared with the same period last year being $ 10.52 billion; when the season is adjusted each The revenue is $ 2.10, expected $ 2.02.
Although the indexes such as revenue is still growing, the benefits per share are also higher than expected, but iPhone sells in China, it has become more and more prominent. In this regard, we can understand from all regions. :
According to regional division, Apple's second west season American department revenue is $ 21.157 billion, an increase of 11% year-on-year;
The European department revenue is 12.733 billion US dollars, an increase of 10% year-on-year;
The Japanese deployment is $ 4485 million, an increase of 5% year-on-year;
The Asia-Pacific Other regional revenue is $ 3795 million, an increase of 20% year-on-year;
The Greater China's revenue was $ 10.726 billion, a declined by 14% over $ 12.486 billion last year.
▲ Revenue comparison of various regions in the past 5 quarters
In other words, only the revenue of the Greater China is declining, but the proportion of this slid is 12% in the previous quarter, which shows that the trend of the sales of Apple's sales in the Chinese market is still deteriorating.
From the sales volume of each product, the iPhone of the season, 50.8 million, 50.4 million, the market is expected; the sales volume of IPAD decreased by 13% to 10.3 million yuan in season, the MAC sold in season, higher than the same period last year. 40.34 million.
▲ Apple all kinds of product sales chart
Why is China? Cook: They are all waiting for iPhone 8
For the first quarter IPHONE sales below expected, Apple CEO Tim Cook said that mobile phone sales only temporarily fell, and the "heavy iPhone 8" market rumors affected the company's mobile phone sales, relevant reports on future products It may cause consumers to postpone the purchase iPhone. But in addition to the mainland and Hong Kong, Macao and Taiwan, in fact, the sales score of iPhone is not inferior.
Cook expects that the performance of the Greater China will "greatly improve" in the second quarter of this year, but "difficult to increase".
▲ The Chinese market has transformed into the European market, making it a second largest market that Apple is second to the United States.
Reuters report that the new iPhone will be launched by the practice of Apple this autumn, and the supply chain message shows that the iPhone 8 will have a major upgrade, which may help the sales growth of the iPhone this year, but it may also mean that consumers will wait for the iPhone 8 Buy and then buy, then Apple's revenue in the third quarter may be further low.
This Tuesday, Apple's share price is shocking, and the disk has once touched the historical high level of $ 148.09, and finally reported $ 147.51, still reached a new historical high, from January 31 this year, Apple stock price has been accumulated by 22%. .
However, after the second quarter after the disconnection, Apple's share price has dropped, and the iPhone sales may be over 2% after the iPhone sales may be impact.
iPhone is facing Chinese brand "encirclement"
The iPhone decline in sales in Greater China, on the one hand, from Apple's weakness. The past Apple is known for the development of the industry in innovation, but in recent years, Apple has become more significant in innovation, and the iPhone is amazing from the earliest exposure to the industry. It is now ridiculed "Technology to make the shell", innovation The shortcomings of the capacity make the outlook of the expectations of the outside world, and with the chasing of competitors, the huge advantage of the past by innovation has no longer obvious.
On the other hand, from a global scale, the share of iPhone has also declined under the impact of domestic brands. According to IDC's report, the global smartphone market, Apple iPhone share has fallen from 15.4% last year to 14.9%. Huawei's share increased from 8.4% to 9.8, and the share of OPPO rose from 5.8% to 7.4%.
In the Chinese market, according to the data of Canalys, China's market intelligent machine shipments reached 114 million units in the first quarter of this year, an increase of 9% year-on-year.
Huawei's first quarter has reached 21 million shipments in China, and the market share is 18%.
OPPO shipments increased by 55% year-on-year to 20 million units;
Vivo accounted for 15% of the market share at 17 million shipments;
Apple is ranked fourth after these three domestic brands.
Huawei, OPPO and Vivo account for 50% of China's smartphone shipments.
In the "China TOP5 Smart Machine Brand", Apple has even already rushed to the fourth position, and domestic sales is only half of the first OPPO.
▲ IHS Markit announced in the first quarter of domestic intelligent machine sales
The decline in the Chinese market has also let Cook have to develop a larger market, and India has become an inevitable choice. Considering the population of India, Apple is currently invested in the Indian market. Cook said that the Indian market has maintained two digits in the last few months, which has been consistent with two-digit growth in the Indian market in the past few months ago.
But embarrassing, Apple still can't get rid of "entanglement" of Chinese brands in India. According to the report of the Smartphone Market Share on the 4th quarter of the market research company, India issued in the fourth quarter of the Indian mobile phone market in the fourth quarter of last year, four brands from China, from China, respectively: Vivo, Xiaomi, Lenovo and OPPO.
Samsung is still in maintenance of India, the market share is 24%; Vivo ranks second, the market share is 10%. Xiaomi occupied 9% of the third, Lenovo accounted for 9%, OPPO accounted for 8% of the ranks 5.2016, China's smartphone brands accounted for 46% of the market share of 46% in India.
The India's Economic Times has released articles in January this year, but China's mobile phones occupy more than half of the Indian smartphone market. The article quoted analysts said that by 2017, the Chinese brand's mobile phone is expected to increase to 60% in India's market share.
In the face of the dilemma, maybe save the apple in the future, only the IPHONE 8 that is already hoped, in addition, the outside world also predicts that Apple will launch the 10th anniversary of the iPhone in September this year, which also allows investors to send Apple to Apple.
However, once the innovation of iPhone new products meets the enthusiasm of consumers, will you continue to choose the iPhone, or Android?
This article Original Address: https://www.eeboard.com/news/iphone7-11/
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