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- Source/Night Deep Finance
- Author/Night Deep Finance
Introduction: Entering 2024, the joyful New Year's atmosphere is still continuing, but Apple has suffered a "black start" in the New Year, #Apple's market value evaporated 766 billion yuan overnight#, #Apple was weakened by investment banks# and other entries have rushed to the hot search, causing heated discussions on the whole network.
Although the ups and downs of the stock price are nothing new, looking back at Apple's dynamics in the past year, it is undeniable that the tech giant is going through labor pains.
As the hegemon of the machine circle, the latest generation of flagship iPhone15 has not reversed the sluggish sales of Apple, especially in the Chinese market, the situation of relying on peers is gone, Huawei, Xiaomi and other brands are staring at this "fat sheep", Apple's means of squeezing toothpaste may be stabbing the blade at itself.
This is not a presumptuous statement, with the decline in stock prices, many voices about the decline of iPhone16 began to gradually ferment, the reason is that the upgrade and innovation of iterative products are not enough to attract consumers.
One can't help but wonder, has Apple really lost its ability to innovate?
01、iPhone 15,扯下苹果的遮羞布?
Nowadays, about iPhone15, the most discussed voice is about how much the price can be reduced, is the "diving" posture really on par with Samsung?
But I have to say that the golden sign and product strength of the Apple brand are still strong, and in the case of sluggish sales at the first launch, various channels have reduced prices many times, so that the sales of the iPhone 15 series have increased, and it has dominated the top three mobile phone gold lists.
Sure enough, in front of the price, no one can escape the "real fragrance warning"!
As we all know, for a long time, most domestic consumers have regarded Apple's mobile phone as the "white moonlight" in their hearts, in addition to the brand and appearance, consumers are probably most valued by the IOS system, which is known as Apple's "moat", and the reputation of "one machine for three years" is not in vain.
Source: Netizen
But this cutting-edge advantage has also made Apple gradually Buddhism, under the trend of a wave of innovation in the domestic machine circle, there is an interesting phenomenon that Apple began to learn from the functions of the domestic system, after all, the slogan of "far ahead" is genuine, in contrast, the apple of squeezing toothpaste is no longer the leader in the current consumer market.
Functions such as signal, fast charging, application double opening, and call recording are already basic operations in domestic systems, but Apple has been unable to follow up, resulting in consumers needing to adaptively match Apple's functions.
Source: Netizen (iPhone 11 and iPhone 15 comparison chart)
Some people even compare Apple with Porsche, which has "fallen out of favor" in the domestic market, not that these high-end best-selling brands have done anything wrong, but that the times are rolling and the torrent cannot tolerate people who stand still, and the old and the new may only exist in a revolution!
Therefore, it is not surprising that the iPhone15 series has been cold, and even netizens ridiculed that they are a little suspicious that Huawei or Apple have been suppressed and sanctioned by the US government in the past three years, and the increasingly weak competitiveness has made a large number of consumers begin to lose confidence in Apple.
In addition to innovation, a series of quality control problems such as scratches, paint peeling, and lens dust are also "accusing" the iPhone15 series, and it can be said that Apple's sales have declined significantly, which is caused by the superposition of multiple factors.
So kicking the ball to the next iPhone 16 can solve Apple's urgent need?
02、iPhone 16，未发布先被唱衰？
For the top-of-the-line flagships that have not yet been released, consumers are always full of interest, trying to peel off the mystery and get a glimpse of the amazing face in advance.
However, for the iPhone 16, it seems that the wind is a little off, and many analysts predict that the current "sluggish" sales of the iPhone 15, especially in China, indicate that the sales of the iPhone 16 will be similarly weak. And said that he thinks that there are no features and upgrades that could make the iPhone 16 more noticeable.
Judging from the leaked news released so far, iPhone16Compared with the previous generation, there are still many changes.
First of all, in terms of the screen size of the iPhone 16 series, it is reported that the screen size of the iPhone 16 Pro and Pro Max models will be significantly larger than that of the 15 Pro and 15 Pro Max, of which the Max model is approaching 7 inches for the first time.
You must know that since the launch of the iPhone 12 series in 2020, the size of the iPhone has not changed significantly, and now the choice to adjust the size of the phone may be to expand more features.
And there is also news that according to Apple's release of the iOS 18 program code, the 2024 iPhone16 may be fully imported into the A18 processor, you must know that the reason why Apple dares to "squeeze toothpaste", in addition to the proud system, the unique processor is also the overlord.
Source: ZAKER Technology
In terms of camera arrangement, it has been reported that Apple's upcoming iPhone 16 series will feature a similar vertically aligned camera arrangement as the iPhone 12, or to support shooting spatial video.
Source: Apple-kun
According to a series of exposures, it can be seen that iPhone16There is still a lot to look forward to, after all, in the face of the impact of flagships such as Huawei, Apple needs to come up with some "real guys" to stabilize the market.
However, there is not much definite news on a series of basic issues such as fast charging and under-display fingerprints that consumers are most concerned about, but it is foreseeable that if Apple chooses to compromise in these places, it is bound to attract a large number of consumers.
There is a view that Apple is pinning its hopes on the new Vision Pro, eager to restore Apple's glory through this product.
03、Vision Pro，重现苹果荣光？
In today's ever-changing technology, the virtual world seems to be within reach!
Regarding Apple's Vision Pro, Cook called the headset "the starting point of a great journey" in his keynote speech and that it will "take us into the era of spatial computing."
Source: IT House
Vision Pro is an AR device that gives users the virtual experience of a sci-fi movie, without the need for controller controls, just by looking at an app icon, tapping to select, swipe to scroll, or give voice commands.
According to Bloomberg reporter Mark Goodman on the X (ex-Twitter) platform, it is expected that Apple's Vision Pro headset will be the first to be launched in the United States in late January 2024.
Source: Internet
According to previous news, this potentially "epoch-making" product is priced at $3499, the reason for the high price is that it is reported that the cost of materials for a single screen is $700, as a first-generation product, Apple obviously does not want it to face the situation of failure at birth.
However, the high pricing may only be the first step for Apple to test the waters, according to Tianfeng International analyst Ming-Chi Kuo, the Vision Pro is Apple's most important product in 2024, and the Vision Pro shipment is estimated to be about 500,000 units in 2024.
Now it seems that Apple is trying to build it into a new generation of consumer electronics star products, and there is news that Apple has begun to develop a low-priced version of the Vision Pro, with the intention of filling the gap in the low price segment.
Apple's revenue in the third quarter last year was $89.498 billion, of which iPhone still achieved revenue growth, while other hardware businesses showed a year-on-year decline.
And the sluggish performance of iPad and Mac, many of the reasons are due to the continuous efforts of competitors such as Huawei in this field, and on September 20, 2023, Huawei officially announced: Huawei tablet shipments have exceeded 100 million units. More and more facts indicate that Apple is no longer "far ahead" in the high-end tablet segment.
Therefore, in the face of increasing pressure from its peers, Apple has pinned its hopes on the Vision Pro to try to build it into a new growth point, and it is foreseeable that the performance of the product after its release will once again have a profound impact on Apple.
04, domestic machine circle, chase after victory?
Porsche relaxed its vigilance and was immediately "tortured" by the domestic trams; Apple has some Buddhist roots, and the domestic machine circle has also been waiting for the opportunity for a long time.
Last month's earthquake in Gansu, domestic mobile phones generally received earthquake warnings, and Apple's mobile phones fell asleep and could not receive notifications, which once again aroused netizens' complaints about Apple's "localized adaptation".
However, although domestic consumers always have complaints about Apple mobile phones, they will still automatically persuade themselves when they buy......
Domestic manufacturers have been catching up with Apple's footsteps, constantly innovating and eager to be recognized by consumers and the market, and at the same time "pulling Apple down".
In the years since Huawei was sanctioned, Apple has barely encountered much resistance in the high-end market. In August last year, with the official return of the Huawei Mate 60 series to the high-end market, the posture of full resurrection once again made people see that domestic mobile phones surpassed hope.
Source: Netizen
Especially on the issue of whether to freeze the frame of 5G, Apple will inevitably face a huge impact in the domestic consumer market, and with the increasingly mature solution of chips and other issues, Huawei's challenge to Apple is far from reaching its peak.
There is also Xiaomi, which has been shouting for a long time to benchmark the iPhone, although there are still many gaps, but the previously released Xiaomi 14 series has created one sales miracle after another, which undoubtedly adds confidence to domestic brands again.
The encirclement and suppression tactics of domestic brands are a big test for Apple, and with the continuous innovation and progress of domestic brands, coupled with the advantages of localized functions, it may be time to compete with Apple in the high-end market.
Now, with the cold of the iPhone 15 series and the decline of the iPhone 16 that has not yet been launched, although Apple will not suffer much impact in the domestic market in the short term, it must show strength to maintain its competitiveness if it wants to maintain its hegemony in the machine circle.
After all, when the times abandoned you, they didn't even say hello.
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