On January 28, Apple released its financial report for the first fiscal quarter of 2022, and Apple's net revenue in the first fiscal quarter was $123.945 billion (about 792.9 billion yuan), an increase of 11% year-on-year, creating the highest single-quarter revenue ever.
Net profit increased by 20% year-on-year to $34,630 million. Revenue in Greater China increased by 21% year-over-year to US$25,783 million. Apple's revenue this fiscal quarter has generally exceeded analysts' expectations, with after-hours trading gains of 3.73% at one point.
The hot sales of the iPhone 13 greatly boosted the revenue of the iPhone segment, which was $71.628 billion in the fiscal quarter, up from $65.597 billion in the same period last year. iPhone 13 was released in mid-September, due to the lower exchange rate, coupled with the starting capacity also increased from 64GB to 128GB, the increase in price reduction operation attracted many consumers to change machines.
In the high-end market, the iPhone currently has no substantial rivals. The performance of the A15 chip is ahead of the opponent, and the power consumption is significantly reduced compared with the A14, which improves the battery life of the iPhone 13 series, and the battery capacity of each model of the iPhone 13 has been improved to a certain extent, and the battery life level has gone up to a large level.
In Xiao Lei's view, the biggest advantage of the iPhone at present is the system. AirPods and other devices can jump almost seamlessly on iPhone, iPad, Mac and other devices, the application behavior on iOS is relatively standardized, and the system can maintain a relatively good fluency, and it is currently difficult for users who enter the Apple ecosystem to jump out of it.
Mac's revenue figures are very eye-catching, with single-quarter revenue of $10.852 billion, up from $8.675 billion in the same period last year, and the average analyst expectation is only $8.435 billion, mainly due to the release of the new MacBook Pro in the fall. The M1 series not only guarantees strong performance, but also brings a high level of battery life to the equipment. M1's MacBook Air is currently only more than 6,000 in the third-party market, which is a very cost-effective thin and light book.
Intel is currently improving the configuration of its own chips, in 2023 with TSMC 3nm process, the chip level should be greatly improved, but Intel's GPU current market share is not large, comprehensive power consumption can catch up with Apple is not easy to say.