Foreign media Cook took a hit, and Apple's prospects are worrying
As Apple's two CEOs, Cook and Steve Jobs are fundamentally different. Steve Jobs was a perfectionist, so the details of the product were highly polished. And Cook is the perfect businessman, so when it comes to products and profits, Cook will prioritize profitability.
Because of this difference, Steve Jobs created the iPhone and changed the Xi of mobile phone use among consumers around the world. And Cook turned Apple into a company with a market capitalization of more than $300 billion and an annual profit of $100 billion.
As a result, global consumers prefer Jobs, but Apple executives and investors prefer Cook.
Although Cook is a good businessman, it doesn't mean he can control the market. And some time ago, there was a foreign ** called:"Cook's heart was completely broken. What the hell is going on here?
First of all, the shiny iPhone15 is hard to find, and the market share of the Huawei Mate60 series is taken.
After 2020, Huawei was suppressed by the United States, and mobile phone sales plummeted. I thought that Huawei had fallen, and domestic mobile phones would"Eat"It. But I don't want Apple's mobile phone sales to skyrocket in China and eat up the high-end market left by Huawei mobile phones.
In 2021, Apple sold 50.4 million iPhones in China. In 2022, Apple sold 54.32 million iPhones in China. Against the backdrop of declining global demand for smartphones, Apple's mobile phone sales in China have skyrocketed, which is surprising.
It is precisely because of the hot sales of Apple's mobile phones in China that Apple's market value has also increased significantly, and its market value has stabilized at the level of $3 billion.
At the end of August, Huawei officially launched the sale of Huawei Mate60Pro, and the launch of Huawei Mate60Pro had a huge impact on the sales of Apple's mobile phones.
As of September 1, the online and offline sales of Huawei Mate60Pro exceeded 800,000 units. And Huawei's ** chain system also revealed to the outside world: Huawei's Mate60Pro's orders have increased to 15-170,000 units. Counting the sales of Huawei Mate60, the global sales of Huawei Mate60 series will exceed 30 million units.
The price of Huawei Mate60 series is between 5499-7999 yuan, which coincides with the price of the iPhone 15 series. In other words, the market share consumed by the Huawei Mate60 series is the market share of the iPhone 15 series. In this way, the global sales of Apple phones in 2023-2024 will be between 20 million and 30 million units.
Of course, it depends on how well the Kirin 9000s are stockedIf the inventory of the Kirin 9000s reaches 30 million units, then the iPhone 15 series may be out of play.
Second, the European Union requires Apple to unify the charging interface, which will cost Apple billions of dollars.
In addition to the pressure from the Huawei Mate60Pro, Apple has also suffered from pressure from the European Union. It is reported that the European Union has asked Apple to unify the interface of its electronic devices out of environmental considerations.
According to the requirements of the European Union, the iPhone 15 series must use the TypeC interface instead of the Lightning interface designed by Apple.
Although Apple is very reluctant to change the interface design, but the arm can't twist the thigh, Apple can only agree to the EU's request to adopt a unified interface design on the iPhone.
Some people may wonder: why does Apple insist on using the lightning connector?To put it bluntly, it's still profitable.
Many people buy iPhones because of their unique design, and the Lightning interface is only available in iPhones, which gives users a psychological advantage. When the iPhone adopts the TypeC interface, the psychological advantage that the iPhone brings to the user disappears, which negatively affects the sales of the iPhone.
Second, the Lightning connector generates billions of dollars in revenue for Apple every year. According to reports, the Lightning connector was designed by Apple, and third-party manufacturers who want to produce charging cables for such an interface must pay Apple for MFI certification. Based on the global ownership of iPhones, third-party manufacturers pay Apple billions of dollars a year in MFI certification fees.
It is no exaggeration to say that the EU's move has made Apple very painful, so to speak"Hit the snake and hit the seven inches"。
The iPhone15 series has not yet been launched, and Huawei Mate60Pro has eaten away at the market share of the iPhone15 series, and the EU's charging interface policy will also have a certain impact on the sales of the iPhone15 series.
In the face of the double suppression of Huawei and the European Union, the sales of the iPhone 15 series will not be optimistic. Because of this situation, foreign media have said: Cook's heart is completely broken. Of course, the skinny camel is bigger than the horse, even if the iPhone 15 sales are not satisfactory, but from the perspective of the global influence of Apple's mobile phone, the iPhone 15 is still the biggest winner in the global high-end mobile phone market.
It is hoped that domestic users, within the scope of their ability, will support domestic mobile phones and let domestic mobile phones gain a firm foothold in the domestic high-end market.