Chapter 2917 Market Disturbance

Apple's product launch, as usual, is usually in the middle and late September.

But now at the beginning of September, there has been news that Apple is about to release a shocking Tablet PC.

For a while, the outside world was very interested.

In the present tablet computer market, although only Fairy Company, Samsung and GOOGLE participate, the competition is already very fierce.

Especially Samsung and GOOGLE, although their combined sales are only 30% of the market, this ever-expanding and promising market is worth their increased investment.

Now that Apple has joined in, the two companies are not so worried, because it is clear that Apple is targeting Fairy Company, and the competition between the two should be in the high-end market, so it should be Xiao Qi who should be worried.

Therefore, there are the most people around Apple and Fairy Company.

Taking advantage of this opportunity, the two companies naturally advertised heavily. On the one hand, they boasted that their products were good, and on the other hand, they also belittled their opponents. They advertised for free.

And fans and users are also happy to see it. Whether it is Fairy Company or Apple, there is competition to make progress, and only competition can buy better products with less money.

For example, iPhone.

If it weren't for DreamStars watching behind, could IPHONE2 and IPHONE3 do so well and improve so much?

According to Apple's usual character, if there is no sufficient pressure, it will take at least three to five years for them to consider updating - just like their IPOD.

The same is true for DreamPad. If there is no pressure from GOOGLE and Samsung, I am afraid that it will not be updated every 18 months. Unlike now, various advanced functions are applied to it, making users hooked.

The outside world still has some doubts about whether Apple's tablet computer can shake the status of DreamPad. Although Apple's strength is superior and it has many fans, Qiao Gangzhu even claims that it is not a high-quality product, but DreamPad, which opened the era of smart Tablets are so good, there's really no way people can see anything shaking it.

Or add Apple's IOS system to the tablet, or there may be some surprises.

Leaving this aside, the matter of tablet computers can only be seen as a big movement in the smart electronics industry, which is far less popular than the launch of several smart phones.

After all, the uses and audiences of the two are different. Unless the DreamPad was born in the past and opened the era of smart electronics, it will always be worse.

But there is one thing that attracts many people's attention.

Qiao Gang has announced in the United States that starting next year, the new generation of IPHONE will expand the production of 8 million units, of which the Nanwan factory and Daoyin factory will each bear half.

As soon as the news came out, Apple's stock price soared 5.3% within a day.

Apple's IPHONE series is only in its third generation now, and the new IPHONE3 was released last year. If IPHONE4 is released in March next year, the speed will be half a year faster than the previous update cycle, which is very Soon.

Apple’s IPHONE has always been easy to sell. When the monthly output of IPHONE was only 8 million units, even the Americas were almost not satisfied. Europe and Asia could only get a little bit. It's just a drop in the bucket, and it still can't satisfy the vast number of fans.

With a monthly output of 18 million units, the situation is a bit better. I dare not say that there are iPhones for sale everywhere, but at least most people can buy them, and it is not necessary to increase the price by two or three thousand to grab them. get.

But the smartphone market is far from saturated.

Not to mention that the high-end market is not saturated, the low-end market is still not saturated.

Compared with the previous feature phones, the current smart phone is not only a telephone communication function, it is also an entertainment terminal, which integrates various functions such as TV and social networking, and can fully meet people's daily entertainment needs.

Therefore, there are a lot of people buying it, and the market potential of it is much larger than that of feature phones.

According to the preliminary estimate of the market, the number of smart phones should be about 4 billion, which is equivalent to a very high number for the world's population of more than 7 billion.

And the most important thing is that no one will always use a mobile phone. Even if it is a feature phone, the majority of people change it every three years, let alone a smart phone with ever-changing functions. It's behind the times!

In fact, at least 28% of people change their smartphones every year, and this number will rise to more than 40% by 2013.

So based on this calculation, basically the annual sales of mobile phones should be about 3 billion units, and the sales ratio of high-end, high-end and low-end mobile phones should be 1:2:7 according to normal data.

Think about it, the annual demand for high-end mobile phones is 300 million units, the demand for mid-range mobile phones is 600 million units, and the demand for low-end mobile phones with the largest market share is 2.1 billion units. How much are the current sales volume of mobile phone manufacturers?

Among the high-end mobile phones, there are 13 million DreamStars and 18 million IPHONEs of Fairy Company per month, adding up to 31 million. If you have to count Samsung’s Galaxy S series, it is close to 36 million. After a year That's 432 million units.

Does this appear to be a saturated market?

Not at all!

For those who buy high-end mobile phones, at least 80% of them will choose to replace one every year, because most of them are not short of money at all, and they want to buy the best mobile phones, so those who in previous lives have to change their mobile phones every year when Apple releases a new model People, that's how they came, and it's also because of them that Apple's sales are so high.

It is also the same now. Many users of DreamStars, IPHONE, and GalaxyS mobile phones will not use the old models. Those who play a little more foreign will usually choose two of these three mobile phones to carry with them. occasions of use.

Then, and now, whether it is DreamStars, IPHONE or GalaxyS, they have all started to make contract phones.

However, users of contract phones do not occupy the quota of high-end mobile phone users. They usually occupy the quota of some mid-range mobile phone users, so 432 million mobile phones are not saturated at all.

There are even research companies claiming that the share of high-end mobile phones will increase greatly in the future. In addition to the contract phone market, at least 600 million units a year is their end point.

Gangzhu Qiao thought it was because of this idea that he announced that Apple's mobile phone production will be expanded to 26 million units a year next year.

Or it can be said that Gangzhu Qiao is determined to pull down Fairy Company and Samsung, occupy more market share of high-end mobile phones, and occupy the most lucrative part of smartphone profits!

Lee Kun-hee is dismissive of Joe's ambitious fans.

Although Samsung is not as strong as Apple in high-end mobile phones, it has continuously made efforts in low-end and mid-end mobile phones. Last year, it released 7 low-end and mid-range mobile phones in one breath.

Moreover, Samsung’s sales volume is not low. They sold a total of 350 million mobile phones last year. Although most of them were low-end mobile phones, their market share was steadily increasing. The market is also making frequent efforts, and the monthly sales of Galaxy S3 as high as more than 5 million units is already a proof.

You know, at the beginning, the Galaxy S sold more than 2 million units a month, and now it has more than doubled.

Of course, one of the reasons for Samsung's explosion last year is that Samsung's investment in advertising has been bombarded all over the world, which is more powerful than Apple and Fairy Company combined.

But this year, Samsung's mobile phone sales have skyrocketed again by 41%, which proves that advertising is very useful. Li Jianxi is also ambitious, and plans to make efforts in the high-end market again next year.

So he doesn't care about Gang Leader Qiao's aggressiveness at all. Everyone makes it clear that the fight is coming, and I'm not afraid of you.

Because Samsung has its own full hardware industry chain and the national support of South Korea, the cost of their smartphones is very low, and the profit margins of mid- and low-end phones are as high as 40%, which also gives them the opportunity to compete with Apple. Emboldened.

As for other mobile phone manufacturers, they are now more focused on consolidating mid-range mobile phones and trying their best to develop low-end mobile phones.

Even the former super giants like Nokia and Motorola are now more at ease in the face of reality. They no longer blindly want to fight Fairy Company and Apple. They are going to stabilize their basic foundation first.

The mid-range mobile phone mentioned here refers to the mobile phone with a price of more than 3000 yuan, and the low-end mobile phone is a mobile phone with a price of about 2000 yuan... This time is different from the situation in the future. Everyone has a tacit understanding to make money together.

If everyone is constantly competing to develop new technologies, then the profits will be far behind the consumption, and the final result will be that everyone is finished.

Xiao Qi in his previous life knew that despite the fact that everyone releases so many smart phones all day long, in fact, you can see that the basic functions have not changed much at all, just some very common hardware and software changes, and there is no such change as Apple Domineering defined by smartphones.

Why is that?

Isn't it because they feel that the current mobile phone functions are enough for use, so they don't need to come up with new technologies?

Waiting for a few years to maximize profits before publishing new technical features is in line with the original meaning of making money! (To be continued ~^~.)