m*****i
发帖数: 4342 | |
f********e
发帖数: 1079 | 2 不知道单独产品线的 profilt margin, 但是Q1季报里写了....
Gross margin was 44.7 percent compared to 38.5 percent in the year-ago
quarter. International sales accounted for 58 percent of the quarter’s
revenue.
这么大规模的前提下还有近50%的 margin, 太TMD夸张了。估计很长时间同行业理都没
有人可以超越。有点像菲利普斯！ |
c*******o
发帖数: 1722 | 3 China, Okay!!
【在 f********e 的大作中提到】
: 不知道单独产品线的 profilt margin, 但是Q1季报里写了....
: Gross margin was 44.7 percent compared to 38.5 percent in the year-ago
: quarter. International sales accounted for 58 percent of the quarter’s
: revenue.
: 这么大规模的前提下还有近50%的 margin, 太TMD夸张了。估计很长时间同行业理都没
: 有人可以超越。有点像菲利普斯！
|
m*****i
发帖数: 4342 | 4 Profit margin for ipad is around 30%.
For iphone, material + $10(labor cost from China) is around $200 and selling
around 600,
Verizon problably will take a second thought about their contract with Apple
. They have to recoup their IPHONE sale loss over 2 years.
【在 f********e 的大作中提到】
: 不知道单独产品线的 profilt margin, 但是Q1季报里写了....
: Gross margin was 44.7 percent compared to 38.5 percent in the year-ago
: quarter. International sales accounted for 58 percent of the quarter’s
: revenue.
: 这么大规模的前提下还有近50%的 margin, 太TMD夸张了。估计很长时间同行业理都没
: 有人可以超越。有点像菲利普斯！
|
s******n
发帖数: 6806 | 5 可怜的富士康。
【在 f********e 的大作中提到】
: 不知道单独产品线的 profilt margin, 但是Q1季报里写了....
: Gross margin was 44.7 percent compared to 38.5 percent in the year-ago
: quarter. International sales accounted for 58 percent of the quarter’s
: revenue.
: 这么大规模的前提下还有近50%的 margin, 太TMD夸张了。估计很长时间同行业理都没
: 有人可以超越。有点像菲利普斯！
|
v****e
发帖数: 19471 | 6 iPhone is the loss leader for ATT--$300 per unit. In other words, they give
the first 3-4 months' plan revenue to AAPL in exchange for difference
between $500 phone price and the $199 contract price.
【在 m*****i 的大作中提到】
: AT&T, Verizon 在替他打工。
|
f********e
发帖数: 1079 | 7 苹果的战略就是打持久战，厚度几年没有改了屏幕尺寸还是这么小。每年给一点实惠就
卖空，HTC每一年就加好多还是买的很吃力。有些男人头5分钟里AK47,迫击炮，手榴弹
一起上后就打空缴枪，有些男人却像阻击手一次一个高潮可以20钟后才把装配清空。
如果明年iphone 5 是 4'屏幕，搞不好营收又翻翻。不过有一点就是release后每季营
收应该会递减。 |
v****e
发帖数: 19471 | 8 it's not about specs. it's about the integrated experience. us non-engineers
, or the 99%, can't care less about specs.
【在 f********e 的大作中提到】
: 苹果的战略就是打持久战，厚度几年没有改了屏幕尺寸还是这么小。每年给一点实惠就
: 卖空，HTC每一年就加好多还是买的很吃力。有些男人头5分钟里AK47,迫击炮，手榴弹
: 一起上后就打空缴枪，有些男人却像阻击手一次一个高潮可以20钟后才把装配清空。
: 如果明年iphone 5 是 4'屏幕，搞不好营收又翻翻。不过有一点就是release后每季营
: 收应该会递减。
|
f********e
发帖数: 1079 | 9 if apple doesn't continue to optimize and provide best user experience, do
you think they can sell that much toys every year?
engineers
【在 v****e 的大作中提到】
: it's not about specs. it's about the integrated experience. us non-engineers
: , or the 99%, can't care less about specs.
|
v****e
发帖数: 19471 | 10 that's why those people work 12 hour days. there's no easy path to
innovation. 【 在 facelittle (Everything in possible, nothing is easy) 的大
作中提到: 】 |
