Thursday, July 25, 2013

Apple saturation crisis ipad? - Sina

attention Apple results

Apple’s surrender on the 24th fiscal year 2013 third-quarter results, it is worth noting that Apple’s profits have declined for two consecutive quarter of year.

ipad which sold only 14.6 million, for the first time retrogression year, down 14%, down 25% qoq, below the expected 18 million.

price fallen for eight quarters

sales ratio atrophy

Currently, ipad either or both products share the lead, but its development seems to have reached a crossroads, especially in sales. Considering ipad available only three years, the overall tablet market is still adjusting their development, so the former is even taking into account a variety of reasons, the absolute decline in sales appears instead of relative growth.

ipad losing streak eight quarter average selling price to $ 436, showing high percentage of sales ipad is constantly shrinking. Lack of new product or issue, but it seems a greater impact on the market matures; Pew (Pew) research center in May to investigate and found 34% of Americans already have a tablet, 56% of high-income families, 49% of referrals 35 to 44 years old adults and 49% of university graduates, showing that the market for high-end ipad, expansion space has become thin, there is also peer competition.

ipad hard into a new growth point

introduction of new products

helpful? Not optimistic! Tablet PCs and mobile phones due to different markets. The former replacement fewer customers, if basic needs, because individual users rarely have to spend money to upgrade and replacement, coupled with fewer subsidies and preferential telecommunications operators, and more without replacement power. Seen in this light, ipad problems faced by high-end market, or even worse than the iphone.

high-end market is so important is because low-priced products to compensate for the problem of the low margin. ipad Apple’s second-largest business pillars as the previous quarter annual and quarterly revenue were down 27% share of the overall income ratio also fell from 25% yoy 18%, and even more close and Mac revenue. Even if the market share by expanding ipad mini, you can sell the software, but the relevant income failed to complement each other.

Apple Tablet PC market will no longer be high profit era, opening up new product lines or into a straw. (Kim Ji)

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