On October 24, Apple’s iPadmini was officially released. The product still did not bring many surprises to users. Apple’s stock price fell 3%. Almost all Apple concept stocks in the A-share market were “dead to death”, and most of the company’s stock prices were declining that day. Among them, Anjie Technology fell 3.05%, the biggest drop.
Insiders believe that Apple’s entry into the highly competitive mid-to-low-end market will reduce its profit margins, and there is uncertainty about whether it can occupy a sufficient market share. After all, giants such as Microsoft and Google are eyeing this.
In the next year, Apple will still be in the leading position in the tablet computer market, but its share will decline. This will also bring opportunities and challenges to domestic suppliers.
Concept stocks are falling, the market is suspicious
“No matter how good things are, they can come and go, and iPadmini is no exception.” A user who bought an Apple iPad asked China Securities The reporter complained.
Last week, after iPadmini confirmed the release date, Apple concept stocks have risen sharply. But after the product came out, Apple Concept’s stock price stalled. The performance of the capital market seems to have the same feeling as this user.
A person from China Mobile told the China Securities Journal that the main reason for the decline in Apple’s concept stock was the market’s concerns about its prospects. He believes that Apple currently wants to enter the 7-inch tablet market to fill the gaps in its industry chain. Since small-sized tablets already have a variety of products launched by companies such as Google and Amazon, iPadMini can only seize the market through low prices.
But a big challenge lies ahead: the launch of iPadMini will lower the gross profit margin of the entire product system. Compared with the previously released NewiPad, the price of the iPadMini is half that of the NewiPad, but the cost cannot be reduced by that much. Compared with NewiPad, iPadMini’s gross profit margin is bound to drop significantly.
Moreover, in the low-end market, Apple’s pricing is higher than other products, and there is no outstanding innovation in performance. Can Apple maintain its dominant position in the small-size market? Uncertainty.
It is reported that Apple’s iPad Mini has confirmed an order for 10 million units. “This is a bit exaggerated, it is not easy to sell 10 million units.” The above-mentioned person believes.
As the bottom supplier of Apple’s industry chain, the profits of domestic companies accounted for only 2% and 1.8% of Apple’s ipad and iphone industry chains, respectively. According to statistics, there are 16 Apple concept stocks in A-share companies. In addition to BYD, Anjie Technology, and USI announced by Apple, there are also Crystal Optoelectronics, Luxshare Precision, GoerTek Acoustics, Gongda Electroacoustics, and Desay Battery. , Jinfu New Materials, etc.
A brokerage researcher pointed out that with iPadMini’s profit reduction and fierce market competition, the profits of domestic suppliers will be even more diluted. This is also one of the reasons why Apple stocks fell.
The tablet market is igniting price wars
After Apple releases the iPadMini, on October 26, Microsoft Win8 and the tablet Surface will be released. From the perspective of industry insiders, the new generation of Win8 system will bring a new innovation to the computer market, and the appearance of the win8 touch screen may have a significant impact on Apple, HP, Android, etc.
It is understood that the biggest attraction of Win8 and the Tablet PC Surface on the market is that Win8 realizes the touch function. As long as the Win8 ultrabook is installed, it has both commercial and entertainment functions. Users can use their fingers on the screen. Can operate. The Apple ipad is mainly based on games, and it is difficult to see him in the office field.
“Win8 will be the ultimate weapon against Google’s Android operating system and Apple’s iOS6 operating system, while the Surface tablet is Microsoft’s direct challenge to Apple’s ipad.” An IT source said.
The above-mentioned Chinese mobile personnel believe that in the next year, the impact of the Win8 launch on Apple is hard to say, because the launch of the Android tablet has not affected the sales of iPad, mainly because the performance difference is too far. In order to catch up with Apple, Win8 must have higher performance. However, the consumption of electronic products is naturally “loving the new and disgusting the old”. If Apple does not have disruptive innovations, it will be difficult to maintain its leading position, and the decline in market share is certain. This means that the melee in the tablet industry will intensify with the efforts of Microsoft and Google.
For domestic suppliers, competition between giants brings both challenges and opportunities. A brokerage researcher said that the challenge is that the price war between giants will severely squeeze the profit margins of suppliers; the opportunity is that industry competition will bring more orders and even bargaining power to suppliers with technological advantages.