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After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

author:Golden wrong knife
After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying
After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

Text/Gold Wrong Knife Channel

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

Apple phone is not fragrant?

The topic of "iPhone14 or the worst selling model in history" rushed to the hot search.

Even Jobs's daughter complained that the iPhone 14 was nothing new, using two identical striped shirts to satirize Apple.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

There are scalpers who shed tears and sold them, and the upside down 100 also has to sell the iPhone 14.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

Ren Zeping, an Internet celebrity economist, could not sit still, and spoke out 6 times in 9 days, with one purpose: to bombard Apple.

The main points revolve around "piling hardware", "pseudo-innovation" and "price discrimination", and he even asserted that the iPhone 14 was a sign of the decline of the Apple empire.

On September 29, Apple's market value evaporated by $116.5 billion, and Bank of America rarely downgraded Apple's stock rating. Some people think that Apple is sitting on a valuation of 3 trillion yuan, and evaporating hundreds of billions can only be regarded as a drizzle.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

But Apple is not only down in terms of market capitalization.

Some media said that 6 million iPhone 14 series were "cut single", and Zhengzhou Foxconn switched the production line of iPhone 14 to the iPhone 14 Pro model.

Whether it is the general public or the official institutions, everyone's tolerance for Apple is becoming more and more limited.

Behind the change in wind evaluation is the disenchantment of Apple's mobile phone.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

2 days to absorb 16 billion! The scalper cried and Apple won

How terrifying is Apple's gold-sucking ability?

It is the most profitable company in the world, earning $3,000 per second; Apple overtook Saudi Aramco last year to become the world's most listed company by market capitalization, with $3 trillion equivalent to 5.4 Tencent, 7.5 Moutai and 50 Xiaomi.

Apple proves with data that selling oil is really not as good as selling mobile phones.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

No one expected that the apple that was not bad for money would fiercely swing the scalper.

According to past experience, the new iPhone will be out of stock for a short time after its release, and scalpers will make a fortune by relying on scarcity and time difference, and it is not a matter of making 300,000 in two months.

However, empiricism was unreliable, and the good days of scalpers were ended by the iPhone 14 series.

On the pre-sale night of September 17, because it was too hot, Apple's official website and other channels were robbed and crashed, and the iPhone 14 Pro delivery time was postponed to mid-October, which was delayed by 3 weeks.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

According to Appleinsider, Chinese users have booked more than 2 million units in 24 hours, and Apple has attracted at least 16 billion yuan in 2 days according to the lowest price.

The hot pre-sale led to a bias in scalpers' judgment, and some people threw hundreds of thousands of dollars to recover more than 10 new machines in one go.

Unexpectedly, the price of the iPhone 14 series plunged 3 times a day. There are scalpers themselves at a price increase of 1800 yuan to recover an iPhone 14 Pro Max, the next day only increased the price of 600 yuan to sell, after a dump, the final loss of 1200 yuan.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

There are even mathematical geniuses who use magic to defeat magic and reverse the harvest of scalpers. He sold two Pro series to scalpers at a price increase of 1800 yuan in the morning, bought them back at a price increase of 100 yuan the next afternoon, and finally earned 3400 yuan of scalpers.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

The reason why the scalper was cut so badly is because the iPhone 14 series is not out of stock.

On the one hand, the iPhone 14 is "the worst model in history", and part of the production line of Zhengzhou Foxconn has been replaced by the iPhone 14 Pro model.

On Weibo, someone booked the iPhone 14 to arrive on the same day.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

On the Tmall platform, iPhone 14 sales fell 70%, and Pro series pre-sales were up 56% from last year.

On the other hand, after 2 years of lack of cores, Apple's stocking, which has always attached importance to the supply chain, has become more attentive.

In order to avoid supply cuts, Apple has implemented a multi-vendor strategy.

In the early years, Foxconn, Pegatron, etc. were the main force of Apple product foundry. In the past two years, mainland companies have won the favor of Apple.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

In July 2020, Luxshare Precision acquired two subsidiaries of Wistron to become iPhone foundries. In the iPhone13 Pro order, Luxun Precision as the second supply, won 30% of the order.

When "resources" are no longer scarce, the opportunity for scalpers to sell is naturally gone.

Outside of users and scalpers, Apple is the biggest winner.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

Apple 14 can't sell, what tricks Cook played

The iPhone 14 is not without reason for mentioning "the worst selling model in history".

This standard version of the model has been upgraded and does not seem to be fully upgraded. The iPhone14 and iPhone14 Plus use the previous generation A15 chip, 60Hz display and 12 million main camera, saying that it is "lackluster" and gives face.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

Image source: @39 Dujun

The iPhone 14 seems insincere, but it hides Apple's pricing intentions.

Apple's routine is to use the iPhone 14 with almost zero upgrades, reduce the sense of experience, give users a psychological anchor, and subtly guide users to choose a higher-order Pro version, which is equivalent to a disguised price increase, and finally keep the sales of the entire series.

From the results, the iPhone 14 Pro series is expected to account for 65% of the entire series shipments.

This is Apple's consistent pricing routine.

Previously, Apple was a "luxury" in the mobile phone industry, and Cook poached an executive from Burberry to cultivate as a successor. But the price of the iPhone Xs Max is too high, and the pricing of tens of thousands has made sales decline. As a result, Apple is becoming more and more grounded, and price cuts and promotions are playing well, which has saved the decline.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

Apple's second trick is to upgrade the software so that users are willing to pay money.

Every time the new product launch, Apple has to be ridiculed by the whole network group, the market value has fallen down, and the argument that "Apple is not as good as before" has once again become popular. For fruit powder, how fierce the mouth is, there are many pieces of the hand.

Many netizens who got the iPhone 14 Pro complained that the signal was poor, the network load was slow, and the power fell fast, which was Apple's old problem. Some fruit fans optimistically say that "the signal difference is to buy the genuine product", which can only be said that true love is always invincible.

The only thing worth mentioning in the iPhone 14 series is the interaction design of Smart Island, which is essentially a flexible status bar, but it can't stand the fruit powder to buy it.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

No amount of careful thought can hide Apple's innovation anxiety.

In the Cook era, Apple's core products have been criticized for no innovation, and the changes in main products such as iPhones and iPads have become less and less, and a Liu Haiping has been used for five years.

On Weibo, Luo Yonghao complained that the Apple team "ate the old book", and repeatedly shouted to Apple CEO Cook, "Is your product team completely out of control?" ”

From the perspective of research and development investment ratio, Apple is so low that it does not look like a technology company at all.

In 2021, Apple's research and development expenses will be $21.9 billion, accounting for 6%. In contrast, Huawei's R&D expense ratio has remained above 14% all year round. In the EU's list of enterprise research and development, Apple ranked fifth, lower than Huawei.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

This innovation anxiety is not a big deal compared to making money.

Apple is most proud of the user experience, and nowadays, Apple has learned to be an Android machine, adding 2 advertising slots to the iOS system, and even inviting developers to participate in online conferences to encourage them to buy advertising spaces.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

Netizens fryer, many people asked: Cook wants money and wants to go crazy?

Advertising revenue is almost a lying win business, Meizu mobile phone once focused on the three-zero system, abandoned advertising for less than half a year, and then added back in ashes, Apple is no exception.

No one can't get over with money, add advertising to iOS, Apple can make 35 billion more, much easier than hardware to make money.

Today's Apple, there is no advanced innovation, only more than expected sales.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

In 12 years in China, Apple's "privilege" is being lost

More than a decade ago, Jobs defined the smartphone with a single phone.

At that time, Apple had the privilege of defining the market, and whatever Apple said would be followed by a large group of believers.

Now, the Apple faith is disappearing.

In order to meet China's game approval requirements, Apple "sacrificed" the revenue of the app store, removing 30,000 apps overnight, of which 90% were games.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

Over the past year, the Apple tax has been suppressed.

First of all, under the simple science popularization, the so-called apple tax is equivalent to the toll, the user downloads an application in the Apple store, once the paid transaction is generated, it is necessary to pay 30% of the commission to Apple, saying that it is not too much to say that it is the overlord clause.

The legitimacy of the apple tax has been challenged in the United States. More and more upstream manufacturers have formed an "anti-Apple alliance" to pressure Apple to change the sharing model of the app store.

In addition to the United States, Apple and the European Union have been torn apart for 10 years, and the conflict point lies in the Lightning interface.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

The EU's reason for tearing up is that Apple's Lightning interface is not environmentally friendly. The European Union has long stipulated that by the autumn of 2024, all mobile phones and tablets must use the Type-C interface, and Apple is the only one that uses the Lightning interface.

At the just-concluded iPhone 14 conference, the stubborn Apple once again continued the Lightning interface, but how long can such "willfulness" last?

Every loss of Apple's "privilege" is an earthquake that travels upstream and downstream.

Ten years ago, iPhone parts mainly came from the United States, Japan and South Korea, and by the iPhone X generation, China's contribution to the added value ratio reached 1/4.

Every part of Apple is a huge gold mine of tens of billions. Relying on the glass screen for processing apples, Lens Technology sent Zhou Qunfei to the position of China's richest woman; Luxun Precision relies on the production of Apple's wireless charging line, and the market value once rushed to 400 billion.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

While Apple relies on the Chinese market, Chinese companies are also deeply bound to Apple.

When faith is gone, Apple is trying to find a new story.

In 2018, the new Airpods brought Apple 10.8 billion yuan in profits, making 2.3 billion more money than Xiaomi's profit that year.

At present, the two fiery outlets of the meta-universe and smart cars are naturally not missed by Apple.

Apple has always had a tradition of strict secrecy, and Apple Car, known as Project Titan, is Apple's most mysterious project to date.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

The car-building plan has not yet been made public, but industry insiders revealed that in March this year, Apple Car disbanded the project team, digging people around, and including senior Ford executives and Lamborghini design veterans. But whether mass production can be achieved in 2025 is still unknown.

And the Chinese companies that are deeply bound to Apple have also reached the moment of finding a new continent.

Epilogue:

There is a strange phenomenon this year, China's high-end mobile phones seem to have lost their voice.

On September 15, 2020, the US government's "strictest chip ban" on Huawei came into effect, TSMC and other chip manufacturers could not supply, Kirin chips were difficult to sustain, Huawei's mobile phone business faltered, and finally forced to separate the glory.

After evaporating 116.5 billion yuan overnight, after the pit of Chinese scalpers, the apple "privilege" is dying

Apple mobile phone is the strongest player in comprehensive strength, from the chip, screen, to the camera, the system has almost no shortcomings.

Before that, the only domestic high-end brand to compete with Huawei, but after Huawei was stuck in the neck, Apple almost harvested Huawei's high-end market. Domestic high-end brands are almost all lost, and there is no one who can fight.

For Apple, what reason is there to spend a lot of effort on innovation for what squeezing toothpaste can do?

But what worries Apple is not its ability to make money, but its ability to innovate.

Resources:

Wall Street Insider. Is it true that Apple gave up increasing production of the iPhone 14? 》

Observer.com. "The scalper who loses hemp, the apple that wins hemp"

Yuanchuan Technology Review. Why hasn't Apple killed the Lightning line? 》

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