2012年8月3日星期五

IPhone Apple will create a 30 billion dollar profit this year or Super Wal-Mart GE

As Apple's Golden machine, iPhone has played a very crucial role. So what Apple just how important the iPhone? Maybe through the data comparison and more telling problem. Technology blog analysis of Business Insider editor Henry Blodget said, iPhone Apple will create about more than 30 billion dollars in profits this year, more than General Electric or Wal-Mart's profit for the entire company.

At the same time, Apple profits depend on iPhone much higher than most people think, and many less dependence on the iPad, Apple is likely to two-thirds profit from the iPhone. Profitability of the iPhone is so high, that profits than any other company in the world to be much higher. For example, iPhone can create more profit than in the whole of General Electric. Not only that, more than Microsoft, Google and Wal-Mart are almost comparable with Exxon Mobil's profits.

This week revealed in a lawsuit with Samsung iPhone and iPad's gross profit percentage. Blodget think Apple a two-thirds profit from the iPhone. At the same time, profit from iPad to 10% per cent, from Mac, iPod, Apple TV set-top boxes, and other Apple products is not likely to 30% per cent. He predicted:

IPhone this year likely to create more than 30 billion dollars for Apple's operating profit

Compared with most people would think of, Apple profits depend on iPhone is much higher and much lower dependence on the iPad (much lower the profitability of this product)

If the iPhone fails, or if Apple becomes "iPad company", then Apple's profit margin hit

Growing price pressures, as well as extending in the Smartphone and Tablet market upgrade cycle, will increase the risk of Apple's overall profit margin decline

IPhone 5 is definitely a crucial product for Apple: iPhone 5 hot, then Apple's profits will surge; in contrast, Apple's profitability may be disappointing

In fact, Apple has become a real "iPhone". Blodget through the study of multi-data (these data sources, including United States investment bank Piper Jaffray analyst Gene Munster, Apple to the United States Securities and Exchange Commission (SEC) to submit regulatory documents as well as information which is disclosed in the lawsuit based on Samsung products profit forecast), concluded that iPhone sales data:

2007 (actual revenue): US $ 1.7 billion, at Apple as a percentage of the total revenues of 6%

2008 (actual revenue): US $ 8.6 billion, Apple's percentage of total revenues of 22%

2009 (actual revenue): $ 15.7 billion, Apple's percentage of total revenues of 34%

2010 (actual revenue): $ 30 billion at Apple as a percentage of the total revenues of 40%

2011 (actual revenue): US $ 61 billion, Apple's percentage of total revenues of 48%

2012 (estimated revenue): US $ 83 billion at Apple as a percentage of the total revenues of 51%

In other words, after 6 years later, iPhone at Apple as a percentage of the total revenue had risen to more than 50%. Below and then look at the iPhone and Apple's other major product possible contribution to profits. According to Samsung information disclosure in a lawsuit he is expected to:

IPhone at Apple as a percentage of the profit likely to exceed 60%

IPad at Apple as a percentage of the profits is approximately 10% per cent

Mac and other product's profit is not likely to contribute to 30%

The rationale behind these estimates is disclosed in the proceedings of iPhone and iPad "gross profit" percentage, depending on the file shows that between 2010 and 2012 iPhone gross margin of 49% to 58% (Blodget data used is 53%); at the same time, iPad gross margin of 23% to 32% (Blodget data used is 28%). When you use these data to calculate the revenue for each product is, will be able to arrive at gross profit share described above. Here is his calculation procedure:

iPhone今年将为苹果创造300亿美元利润 超沃尔玛或GE

Based on the above analysis, Blodget think Apple profits depend on iPhone will be much higher than people think, this also means that Apple's future financial performance and stock performance over a period of two years with the iPhone has very high relevance. If the iPhone 5 hot, then Apple will have room ahead of Wall Street's current expectations of growth, especially in 2013; instead, Wall Street may have to lower expectations for Apple. So now all the focus of the market has been focused on the iPhone 5 is not surprising.


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