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Apple's financial dependence on the smartphone is increasing

33 点作者 jeo1234超过 9 年前

7 条评论

nnethercote超过 9 年前
The article pitch: &quot;Apple makes a staggering, gargantuan, and ever-increasing amount of money from the iPhone. How can we make that sound like a bad thing?&quot;<p>It&#x27;s a nice touch that both graphs show the iPhone&#x27;s share of revenue and units sold, rather than totals, thus obscuring the incredible growth in both numbers.
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geoff-codes超过 9 年前
OK.<p>Per this 2011 article (<a href="http:&#x2F;&#x2F;www.nytimes.com&#x2F;2011&#x2F;09&#x2F;28&#x2F;business&#x2F;media&#x2F;researching-the-sneeze-and-how-to-handle-it.html" rel="nofollow">http:&#x2F;&#x2F;www.nytimes.com&#x2F;2011&#x2F;09&#x2F;28&#x2F;business&#x2F;media&#x2F;researching...</a>), Kleenex has a 47.1% share of the facial tissue market. I assume these numbers reflect the U.S. (rather than global) facial tissue market.<p>Per this recent article (<a href="http:&#x2F;&#x2F;www.macrumors.com&#x2F;2015&#x2F;09&#x2F;03&#x2F;iphone-us-market-share-comscore-2015" rel="nofollow">http:&#x2F;&#x2F;www.macrumors.com&#x2F;2015&#x2F;09&#x2F;03&#x2F;iphone-us-market-share-c...</a>), Apple has a 44.2% share of the U.S. smartphone market.<p>Although the text of the article doesn&#x27;t say it explicitly, the title of this article effectively screams &quot;Apple isn&#x27;t well diversified! Its making too much money on one thing!&quot; I really don&#x27;t see the sky falling here by any means. Barring a seismic shift in the smartphone market, Apple will continue to dominate the smartphone market, making obscene amounts of money; they will probably also continue to innovate. And Kleenex will continue to dominate the facial tissue market.
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simonh超过 9 年前
Meanwhile Samsung gets over two thirds of it&#x27;s operating profits from mobile(1), and a big chunk of the remainder comes from it&#x27;s semiconductor sales, and a big chunk of those are to Apple. So not only is Apple&#x27;s main handset competitor also highly dependent on it&#x27;s own phone sales, it&#x27;s also highly dependent on Apple&#x27;s phone sales as well. But... oh yes, I forgot. It&#x27;s not Apple so nobody gives a crap ;)<p>If you&#x27;re going to paint Apple as being vulnerable, you need to say vulnerable to what. In every major market Apple competes in they have never looked healthier, and their competition has never looked weaker and with so few cards left to play.<p>(1) <a href="http:&#x2F;&#x2F;www.samsung.com&#x2F;us&#x2F;aboutsamsung&#x2F;investor_relations&#x2F;financial_information&#x2F;financial_highlights.html" rel="nofollow">http:&#x2F;&#x2F;www.samsung.com&#x2F;us&#x2F;aboutsamsung&#x2F;investor_relations&#x2F;fi...</a>
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adventured超过 9 年前
The revenue comparison between the iPhone and the luxury car market is certainly impressive.<p>More impressive perhaps is that Apple&#x27;s $50 billion in profit the last four quarters, is nearly equal to the combined profit of: GM, Ford, Daimler, BMW, Toyota, and Volkswagen.
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hyperpallium超过 9 年前
Title misleads with &quot;dependence&quot;. The case is made that iPhone sales contribute a disproportionate and increasing share of revenue, but not Apple&#x27;s dependence upon it.
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WDCDev超过 9 年前
Why invest in Apple if so much of its value is wrapped up in one product line? This is the challenge facing Apple.
JustSomeNobody超过 9 年前
So, go buy a Mac. They are very nice computers. I&#x27;m typing this on a rMBP and there&#x27;s no flex in the keyboard. You get used to that in a hurry if you type all day.