Apple performance won't shock Android
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Recently, the American technology blog Insider writer Henry brocchi soul, for Blodget) (Henry, the theme of this without spectrum wrote an article, but courted investors, readers plenty of criticism even coworkers. In this titled "Android will overturn everything, especially RIM - iPhone to die without burial ground" article, brocchi special wrote, Android in the United States over the past three quarters took seven percentage points of market share, this should make apple investors "scared to death". According to the American Internet traffic monitoring institutions comScore data, Android occupy the market share, RIM 33% of apple's iOS, occupy only 29% for 25%.
Brocchi special think, Android's market share increased very important, "because technology platform markets tend to revolve around a dominant platform standardised platform. And the stronger leading position, the more valuable the more difficult, also was defeated. The network effect also come into play, and developers for this platform design products will also contribute more and more for its energy. Meanwhile, for other platform development product which the rewards will fall, and finally result in for its development and software developers to stop." Although brocchi special indeed recognizes all platform war, but his main concern about Google began to dominant as evidence and emaciated, even remotely related.
This article attracts hundreds of comments, many are critical. In response, brocchi, published again, after the second article against apple investors articles. He argues that, once found an article bad-mouthing apple, apple some investors will continue to post extremely inappropriate and emotional criticism, even if this article comments found. But, from a low of the financial crisis, starting with many investors have apparently on their own wisdom won nearly 500 percent returns, and will they vilified for simple fanatic is also very undeserved.
Multilateral response
Comment on apple, financial journalist typically ignore overall situation or "blind worry about". In "platform on market share the same question. This example can is a good description, the reporter is how to rely on some misleading data distortion of the smartphone industry status. Let's go back to reality - the reality is, the platform market share the problem itself is a mistake.
First, since Google does not produce any hardware, so it is difficult to determine the source of these share is growing. These share from what is real growth and conversion, or simply from Google and more intelligent mobile phone manufacturer reached cooperation? The former is of some reference value, the latter is meaningless. For example, suppose that RIM depends on December 31, 2010 on, in all of its phone use Android operating system.
Even if the 2011 blackberry sales decline for the first time, Android share will still linear growth, because all new sell blackberry will adopt Android system. But blackberry sales decline reason then will also lead to users no longer like Android operating system, and decided to choose other platforms. And comScore data cannot reflect the reality.
Therefore, more relevant and important question is: compared with the whole industry, a smart phone makers year-on-year sales growth of exactly faster or slower? For example, if the 2010 global smartphone sales for 1 million department, 2011 for 1.5 billion department, so long as the manufacturer year-on-year growth of sales is lower than 50%, lost market share, while more than 50% is equivalent to increase market share. This contrast sense. In an overall growth in the industry for 50%, if A company growth more than 50%, means that its users were snatched other manufacturers.
Interestingly, the iPhone sales growth far beyond the global smartphone market. For example, last December quarter, although global smartphone market achieved 70 percent of growth, but the iPhone is still with 87% of increase sales surpass market year-on-year overall level. About a debate seems should be over, but apparently not, because we see more and more every day in this article emerged.
Secondly, if really some worry about a platform can only leading a field, it should be Google just rightness. Apple iOS roots by the market not one, but three, and are the dominant - iPad and iPod Touch and iPhone. More important is, many insiders expect that the next generation apple Mac OS will also integrating many key element of iOS, it will give the apple ecosystem brings higher conversion rate.
If we use alone sales to discuss platform, seems to be in iPad and iPod Touch to eliminate. After all, the platform market share are thinks very important, because people are assumed to developers will influx of platform is more so. ComScore measuring platform in market share and iPad when not counted in Touch with iPod, this makes the whole data meaningless.
Financial status
Finally also explain platform is not important, and market share with apple stock investment no financial ties, this only scattered people to financial status attention. Apple in the smartphone industry can earn piles, because it understand how to run the business. According to IDC and the data, apple iPhone by far above the rate of growth of the global smartphone industry overall level.
IPhone remained each quarter to 100% growth, 85% of the iPhone can almost be each quarter income doubled. In 2010, sold $39 million department after the iPhone, apple 2011 will also sell 75 million department again to get 500 billion in revenue.
When Google released late this week when the performance in the first quarter of this year, is expected to reach $6.5 billion total. March quarter, sheet is the iPhone a business for apple to bring $11 billion in revenue. The 2011 annual, Google's revenue is expected to reach $27 billion, but the iPhone is expected to reach incomes are $482. IPhone to a business to Google the scale of the two times, this financial status basic are not reflected in the so-called "platform market share" articles. Before the iPhone, the so-called should make apple investors "scared to death" Android received income fundamental isn't worth mentioning.
If the above two pictures enough to show why apple investors shall not be afraid of Android, RIM and other companies, and the market data probably can. By finished Friday, regardless of the 600 million dollars in cash, apple stock last year for the corresponding p 18.69 times only. Apple fiscal 2010 realize income 652 billion and earnings per share 15.15 dollars. In fiscal year 2011 expected earnings can reach 1116 billion and earnings per share 27.30 dollars, the corresponding revenue and earnings per share growth 80.1% 71.2% and respectively. Towards the end of the fiscal year 2011 apple cash balance will reach 7.5 billion to $80 billion, $87 billion dollars a share.
These years, see empty apple voice waged: iPhone 5 whether or not it will be extended? Apple can produce enough iPad? It can continue to grow? Android can replace apple's dominant position? The nasdaq 100 index weight may adjust after what happens to apple stock?
From the global perspective, these problems are totally can be ignored. The real reality is -- before the end of the apple stock will touch to $500. From a financial perspective, the platform market share issues is not important. Only when apple's mobile phone sales growth global smartphone market behind, investors should only began to worry. Before then, wait for $500. It into share prices.
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I'm xia zihui from , which offers quality products such as Die Casting Molds, Overmolding, and many more. Know more , please visit Overmolding .
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By :
Jessie Stone
Submitted
2011-04-18 07:45:00 |
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