p*********r 发帖数: 4593 | 2 Apple only can play rebound. From now on it's not good for long term hold.
Just look at how many different Android smart phones in China.
There are at least more than 10 models from brand name companies, include
Lenovo, Huawai, ZTE, Oppo, Xiaomi, Mei and many others.
Soon the margin in the smart phone business will be like PC, only about 20%
or less. There is no way for Apple to sell an iPhone for $600 with cost of
$200. When others only can make 20% margin, I think maximum that Apple can
make probably around 50-80%. |