Apple can't do without the iPhone and China.
Apple's fourth quarter 2020 results were on the horizon long before the iPhone 12 was released. On October 30, 2020, Apple's fourth quarter revenue exceeded $64.7 billion, far exceeding Wall Street's expectations,The turnover of MACS, iPads, wearable devices, smart home and accessories, and services increased significantly.
But why did Apple's share price plummet after the release of the financial report?The reason is that the sales of iPhones in China are very poor.
The negative news revealed by Apple's financial report may be attributed to the general environment, which has increased the supply and marketing uncertainty of the industrial chain. Recently, new products have been released frequently in the global mobile phone market. So the release and sales of the iPhone 12 determine whether Apple can turn the tables.
Apple's expectations of the east wind obviously did not come, the iPhone 12 and the iPhone 12 Pro were delayed delivery. It is a foregone conclusion that the sales data is lower than the same period in previous years.
According to the rhythm of Apple's launch in September, the problem with Apple's delay is that,Missing the golden period of double 11 is an inevitable result.
Many consumers will have such a question, why this year's double 11 bonus and 10 billion subsidy list is not in mind of the iPhone 12.
The pinduoduo platform has regularized subsidies,Apple's strategy is to strictly limit the price reduction strategy of dealers.
The huge subsidies brought by online sales have become history. Obviously, cook doesn't want to lose control of the price of the iPhone. Cook doesn't care about sinking the market, because Apple never emphasizes that it is an Internet company and has never benchmarked millet.
According to Apple's official website,The iPhone 12 and mini are already in stock, but the iPhone 12 Pro Series continues to be out of stock.As a result, bring iPhone 12/12mini full price reduction.
Although analysts report every year that apple is cutting iPhone costs further,But it's a long-term fact that iPhone flagship models are in short supply.
Since the launch of the iPhone 12 series, the external alignment has been mixed, and a large part of the reason is the first anniversary of 5g commercial application.
5g infrastructure is in the ascendant in China. Apple launched 5g flagship model at this time, which can be said to target 5g users in China. The high-end mobile phone market in Greater China may become the best leek cutting holy land for apple.
With the rapid arrival of 5g replacement, Apple has gained the marketing initiative,As a high-end consumer positioning, Apple will not condescend to cater to the low-end market. IPhone has never been a new product for the e-commerce platform.
It's a basic product for high-end users to pursue a sense of technology. IPhone is not half of Apple's life, but iPhone sales data are a barometer of apple. When you choose a 5g phone, the iPhone 12 must still be the first choice.
So what cook thought was, let the iPhone 12 fly a little longer. After all, double twelve is coming again.
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Link to the original text:Zhongguancun Online