Michal Marek ʻO ka nui o nā mea i kūʻai ʻia ʻaʻole ʻo ia wale nō ke ana o ka kūleʻa no nā mea hana kelepona paʻalima, e like me ka hōʻike ʻia e kahi noiʻi a Canaccord Genuity. Ua nānā ʻo ia i ka iPhone o Apple a hoʻohālikelike i ka helu o nā ʻāpana i kūʻai ʻia me ka loaʻa kālā.
ʻOiai ʻoi aku ka liʻiliʻi o ka māhele o Apple o ka mākeke kelepona ma mua o iwakālua pakeneka, ua ʻai ka hui Cupertino i kahi 92 pakeneka o ka loaʻa kālā o ka ʻoihana. Aia ʻo Samsung ka mea hoʻokūkū o Apple ma ka lua o ka helu ma ka loaʻa kālā. Eia naʻe, ʻo 15% wale nō o ka loaʻa kālā iā ia.
ʻAʻole liʻiliʻi nā waiwai o nā mea hana ʻē aʻe i hoʻohālikelike ʻia i kēia mau ʻoihana ʻelua, ʻaʻole i hana kekahi a i ʻole ka haki ʻana, no laila ʻoi aku ka nui o ka loaʻa o Apple a me Samsung i ka 100 pakeneka.
Makakini Wall Street Pai manaʻo, ʻo ia ke kumu o ka mana o Apple.
ʻO ke kī i ka hoʻokele waiwai o Apple ʻo nā kumukūʻai kiʻekiʻe. Wahi a ka ʻikepili Strategy Analytics, kūʻai ʻia ka iPhone o Apple no ka awelika o $624 i ka makahiki i hala, ʻoiai ke kumu kūʻai o ke kelepona Android he $185. I ka hapaha kālā mua o kēia makahiki, i pau i ka lā Malaki 28, ua kūʻai aku ʻo Apple i 43 pakeneka o nā iPhones ma mua o hoʻokahi makahiki i hala a ma ke kumukūʻai kiʻekiʻe. ʻO ke kumu kūʻai maʻamau o kahi iPhone i kūʻai ʻia ua piʻi aʻe ma mua o $ 60 makahiki ma mua o $ 659.
ʻO ka 92 pakeneka ka mana o ka loaʻa kālā he mea hoʻomaikaʻi nui no Apple ma mua o ka makahiki i hala. ʻOiai i ka makahiki i hala aku nei, ʻo Apple ka mea hana nui e pili ana i ka loaʻa kālā, akā "wale nō" i helu ʻia no 65 pakeneka o nā kālā āpau. I ka makahiki 2012, ua kaʻana like ʻo Apple a me Samsung i ka loaʻa kālā o ka ʻoihana 50:50. He mea paʻakikī paha ke noʻonoʻo i kēia lā a hiki i ka makahiki 2007, i ka wā i hoʻolauna ai ʻo Apple i ka iPhone mua, ʻelua hapakolu o nā loaʻa mai ke kūʻai aku ʻana i nā kelepona hele i ka hui Finnish Nokia.
ʻO Apple 92% o ka loaʻa kālā a me Samsung 15% o ka loaʻa. ʻO ka hoihoi
Ke kūʻai ʻia nei nā kelepona no 107.
No ke aha e kūʻai aku ai kekahi me ka loaʻa ʻole o ka loaʻa kālā. ʻO ka mea ʻoi aku ka maikaʻi o ka hana maikaʻi ʻana o Apple. ʻAʻole pono ʻo ia e hoʻāʻo nui, ke hōʻike nei. I kēia mau lā, ʻaʻohe oʻu manaʻo e loaʻa iaʻu ka mea maikaʻi loa noʻu, akā ua loaʻa iaʻu ka liʻiliʻi o nā hewa ʻelua.
Ke heluhelu hewa nei ʻoe: apple 92% o ka loaʻa, Samsung 15% o nā loaʻa. Loaʻa paha iā Appke i loko o kēlā 92% o ka loaʻa kālā ma ka ʻoihana he 70% paha o ka loaʻa… 15% o ke koena. Akā, ua kākau ʻia e kahi pupule. makahiki
Pololei. Ua kākau ʻia e like me ka tabloid - ʻo nā mea koʻikoʻi wale nō e uku pū ʻia, ʻaʻohe mea e pili ana i ka ʻoiaʻiʻo ʻaʻohe waiwai. ʻO ka mea nui e hoʻohālike i ka bombastic. ʻO ka mea pōʻino, ʻo Jablíčkář ka lōʻihi o ke alanui.
Ma ka ʻōlelo Pelekania, ʻōlelo lākou no ka "Operating income", ʻo ia hoʻi, "operating profit".
ʻO 92% o nā waiwai hana no Apple, 15% o nā waiwai hana no Samsung, ʻo ke koena o nā hui i hui pū ʻia me -7%.
Inā ʻaʻole no Apple, ʻaʻole hiki iā Samsung ke hoʻonohonoho i nā kumukūʻai no nā kelepona "flagship" e like me ia. ʻAʻole maopopo ʻo Samsung he kumu kūʻai, a inā he ʻoiaʻiʻo ka ʻikepili i hāʻawi ʻia, loaʻa nō ka manawa e koi ai i kekahi pakeneka o ke kālā e kūʻē iā Apple, no ka mea ʻole.
Inā ua hoʻomaopopo ka poʻe lapuwale ma Nokia he mea hoʻopailua maoli kā lākou hoʻolālā, ua lawe lākou i kahi hoʻoikaika liʻiliʻi mai ka iPhone a hoʻokau i ka Android i ka manawa, no laila ʻaʻole pono mākou e kali no ka emi ʻana o Mlokie a me ka lawe ʻana iā Mrkvosoften, ʻoi aku ka lepo ma mua o ke kāwele ma nā wāwae o koʻu hoa noho mai ka intro. :)
HE WALE NO… NUI! ALOHA AU ♥