Saturday, November 3, 2012
Global Business Information: Tablet experienced growth bottlenecks, but the market potential is huge
Nov. 3 news, according to foreign media reports, a research report KGI Securities analyst Kuo Ming-Chi, consider the situation according to the survey of the supply chain and logistics such as traffic, it is expected that the Apple iPad mini on sale the first week of shipments will be approximately 850,000.Kuo Ming-Chi believes that if the iPad mini is in mass production until mid-October, the first week of its listed shipments will be higher. The 7.9 inches tablet PC is insufficient supply, the Apple official 12000mah solar store data, prior to the launch of the product of the production of about 950,000.Kuo Ming-Chi said, in accordance with its forecast, iPad mini came out on top in the mid-size tablet PC market, a volume of more than two major competing products Amazon Kindle Fire HD and Google Nexus. Listed on the first two days the iPad mini of shipments is expected to reach the Kindle Fire HD half of the shipments, and more than the the Nexus 7 the fourth quarter of the average monthly shipments.
Amazon Kindle Fire HD fourth quarter is expected to shipments will reach 6 million, but Kuo Ming-Chi not think this will happen. He pointed out that the suppliers are beginning to notice that the Kindle Fire, and Nexus 7 shipping slowdown trend, and the 8.9-inch Kindle Fire HD production problems encountered so far.
Kuo Ming-Chi expects fourth quarter iPad mini shipments will be up to 8.2 million, the Kindle Fire HD and Nexus 7 shipments were 4.5 million and 1.9 million; fourth quarter, Kindle Fire HD and Nexus 7 months shipments decreased by 47% and 52%, respectively, will the iPad mini over the same period with the upgrade of the supply monthly shipments will grow 11%.Previously, iPad mini accept reservations a few hours after sold out. Friday, the products in 34 countries officially launch
Apple announced on October 26 the results again disappointed the market. IPad mini sale fundas para tablet 10 million orders, but much higher than Apple's competitors in the tablet PC pricing, in particular, may significantly erode the traditional iPad sales, Apple development bottlenecks. However, the relevant section of the A shares can still be good.
In Beijing the early morning of October 26, Apple announced fiscal 2012 fourth quarter earnings. The report shows that Apple's fourth-quarter revenue of $ 35.966 billion, an increase of 27% from $ 28.27 billion in the same period last year; net profit of $ 8.223 billion, an increase of 24% from $ 6.623 billion in the same period last year.Previously, investors have long been accustomed to Apple that the results repeatedly exceeded expectations. It is also Apple's performance for the second consecutive quarter, the market disappointed. With the disclosure of the earnings report, Apple shares fell below $ 600 briefly fell below its lowest point in nearly eight months.However, Apple CEO Tim Cook subsequently revealed in a conference funda tablet 8 pulgadas call with analysts, iPhone5 currently have a large backlog of orders, the company is working to solve the bottleneck of the supply chain.In addition, on October 24, Apple held in California, in the United States, the new conference, officially launched the fourth-generation the iPad and iPadmini tablet computer. 7.9 inches iPad mini, with fares starting at $ 329, the official release date of November 2.
The iPad mini Apple against rival Google and Amazon launched new low-end Tablet PC, had caused a lot of attention is not yet listed. It has most of the functions and features of the full-size iPad, just a smaller screen size. thinner and lighter iPad mini is a more upscale, more attractive to the Tablet PC, it is configured with two camera body stronger, more beautiful appearance, and with a flood of applicationsIPad mini reportedly not yet listed, has been the order of 10 fundas ipad 2 million units, and that Apple are confident this product. Analysts believe that, according to Apple traditionally look at the sales of new products, iPad mini sell is a high probability event. Apple released iPhone5, within three days of sales of more than 5 million unitsDespite Apple's new release touted by Wall Street, but many analysts worry that the iPad mini pricing higher than expected, so price-sensitive consumers shunned. Apple's competitors, Google Nexus and Amazon Kindle Fire HD Tablet PC prices starting are $ 199, much lower than than the iPad mini.
In addition, foreign research firm reported, Apple iPad mini listed may also significantly eroded traditional iPad sales, about half of the potential buyers will choose to buy iPad iPad mini will not buy the iPad product. Eroded rate will be between 10-20%.Despite the mediocre performance of the fourth quarter, but Apple's full year performance is still impressive. The company's fiscal 2012 revenues of $ 156.5 billion, an increase of 45%, net profit increased by 61% to $ 41.7 billion
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment