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Apple myth faded industry opportunity from hardware to software
Time: 2014-01-17 View: 8470
Apple last week released a new mobile phone, but the price up not down, since the product release fell 8.15%. At the same time, a related concept also collective diving, Anjie technology, GoerTek acoustics concept leading conference the next day limit. Apple apple fatigue, service electronic components manufacturers whether Xiongfeng difficult again? The Securities Times reporter is interviewed Fan Xiaoming, chairman of Guangdong private persons the new value of the investment decision Committee Luo Weiguang and Morgan related investment research professionals.
Apple myth faded industry opportunity from hardware to software
Apple myth faded industry opportunity from hardware to software
The lack of innovation of excessive pricing
Securities Times reporter: New Apple products market response so pessimistic, why?
Fan Xiaoming: do not meet the expected. On one hand, the product itself is the lack of innovation, or along the original product minor repairs; the other is the market strategy, iPhone 5C pricing is still lacking in. According to the current 4000 yuan pricing, for the emerging market´s influence is not very big, the market may not be too optimistic about the 5C sales.
However, I think the market overreacted. 5C and 5S are basically transitional product, is not terminal products a strong innovation, Apple´s main focus is on next year´s iphone6. Although not a new fingerprint identification function provided by 5S, but when it is introduced into the field of payment, Apple was the first company in the future, the derivative changes could greatly.
Private one year ago to fade out
Securities Times reporter: as innovation increases the difficulty and 1000 yuan machine gradually popular, whether intelligent mobile phone market and investment chain has begun to shrink?
Fan Xiaoming: from the industry boom degrees, in September, October is the peak season, the sale and consumption of steel products, industrial chain business degree is no problem. However, from the beginning of 2010, intelligent machine showing explosive growth, but the way the higher permeability, reduced gradually from the function to replace the intelligent machine, the hardware manufacturer has little chance. Overall, the intelligent mobile phone industry chain of high-end mobile phone, Apple may be slower than the industry growth rate. Apple next year has several new mobile phone, intelligent TV, smart Watch released, if not innovative products lead the trend of words, estimate the leading position and No.
Luo Weiguang: I is the electronic game, the last 2 to 3 years and I are very optimistic about the apple industry chain. In fact, the company does not have the pricing power, influence the change of produce and sale of apple on its is obviously. In addition, the market for Apple concept has been speculation a few years, Ou Feiguang and many other stock valuations are too high, Leybold Gaoke recently dropped.
Now, Apple´s development into a bottleneck, the lack of innovation, market share is on the decline. If Apple bid farewell to high growth, the apple industry chain turns into the mobile phone industry chain supplier. If the supply of apples wool interest rate is 30% to 40%, Samsung is only 20% to 30%, the supply of the domestic only 10%.
Electronic parts is past golden age. In addition to a small number of enterprises such as GoerTek acoustic core competitiveness, the market chase most stocks and most manufacturing enterprises has no essential difference, when the entire industry to bid farewell to the high growth and high profit margin, interest will decline. Since iphone5´s launch, I will gradually fade out this piece of investment.
Morgan: relative point of view, the domestic electronics industry service Apple mobile phone in long-term logic still exists, because the transfer of industry has just begun, including human, raw material costs and improve the environment of the industry, is conducive to the international industry transfer to the domestic, but also, electronic products have great application space. Medium term growth next year, the direction is no problem. On the one hand, the domestic intelligence machine is on the rise, growth will be above 30%; on the other hand, the domestic component manufacturers are basically since last year to apple, Samsung manufacturer supply chain, next year´s share can improve.
Software than hardware opportunities
Securities Times reporter: how to treat the intelligent mobile phone after the electronic products the next investment point? Is the intelligent TV or wearable devices?
Fan Xiaoming: Generally speaking, intelligent TV or smart devices may have some partial, short-term opportunity to speculation, but the time span and height, may not be put on a par with intelligent mobile phone and mobile phone, after all, is just to be products of modern people.
By comparison, the smart TV opportunities can be wearable devices to get. On the one hand, many Internet Co began to set foot in the intelligent TV, such as millet, as such, will form a new channel and platform; on the other hand, a lot of smart TV facilities are not up, such as sensor, somatosensory recognition to use, need spare parts also have room to grow.
As for the wearable device, in fact, now the market is not mature, some of the products before the release of the concepts in the majority, but are not too good. The whole market is still likely to wait like apple, Google innovative enterprises set a benchmark, then can be real to the rise of a large number of shipments of the tide.
Luo Weiguang: wearable devices have the opportunity, but the current situation can not be large-scale development, will only be a niche market. Smart TV may not like the mobile phone as the subversion of the explosive development, there is TV manufacturers and electronic components manufacturers to compete. Of course, if a company to develop the application of a killer, I is very good, but now it is relatively difficult, the marginal utility is decreasing.
Apple last week released a new mobile phone, but the price up not down, since the product release fell 8.15%. At the same time, a related concept also collective diving, Anjie technology, GoerTek acoustics concept leading conference the next day limit. Apple apple fatigue, service electronic components manufacturers whether Xiongfeng difficult again? The Securities Times reporter is interviewed Fan Xiaoming, chairman of Guangdong private persons the new value of the investment decision Committee Luo Weiguang and Morgan related investment research professionals.Apple myth faded industry opportunity from hardware to software
Apple myth faded industry opportunity from hardware to software
The lack of innovation of excessive pricing
Securities Times reporter: New Apple products market response so pessimistic, why?
Fan Xiaoming: do not meet the expected. On one hand, the product itself is the lack of innovation, or along the original product minor repairs; the other is the market strategy, iPhone 5C pricing is still lacking in. According to the current 4000 yuan pricing, for the emerging market´s influence is not very big, the market may not be too optimistic about the 5C sales.
However, I think the market overreacted. 5C and 5S are basically transitional product, is not terminal products a strong innovation, Apple´s main focus is on next year´s iphone6. Although not a new fingerprint identification function provided by 5S, but when it is introduced into the field of payment, Apple was the first company in the future, the derivative changes could greatly.
Private one year ago to fade out
Securities Times reporter: as innovation increases the difficulty and 1000 yuan machine gradually popular, whether intelligent mobile phone market and investment chain has begun to shrink?
Fan Xiaoming: from the industry boom degrees, in September, October is the peak season, the sale and consumption of steel products, industrial chain business degree is no problem. However, from the beginning of 2010, intelligent machine showing explosive growth, but the way the higher permeability, reduced gradually from the function to replace the intelligent machine, the hardware manufacturer has little chance. Overall, the intelligent mobile phone industry chain of high-end mobile phone, Apple may be slower than the industry growth rate. Apple next year has several new mobile phone, intelligent TV, smart Watch released, if not innovative products lead the trend of words, estimate the leading position and No.
Luo Weiguang: I is the electronic game, the last 2 to 3 years and I are very optimistic about the apple industry chain. In fact, the company does not have the pricing power, influence the change of produce and sale of apple on its is obviously. In addition, the market for Apple concept has been speculation a few years, Ou Feiguang and many other stock valuations are too high, Leybold Gaoke recently dropped.
Now, Apple´s development into a bottleneck, the lack of innovation, market share is on the decline. If Apple bid farewell to high growth, the apple industry chain turns into the mobile phone industry chain supplier. If the supply of apples wool interest rate is 30% to 40%, Samsung is only 20% to 30%, the supply of the domestic only 10%.
Electronic parts is past golden age. In addition to a small number of enterprises such as GoerTek acoustic core competitiveness, the market chase most stocks and most manufacturing enterprises has no essential difference, when the entire industry to bid farewell to the high growth and high profit margin, interest will decline. Since iphone5´s launch, I will gradually fade out this piece of investment.
Morgan: relative point of view, the domestic electronics industry service Apple mobile phone in long-term logic still exists, because the transfer of industry has just begun, including human, raw material costs and improve the environment of the industry, is conducive to the international industry transfer to the domestic, but also, electronic products have great application space. Medium term growth next year, the direction is no problem. On the one hand, the domestic intelligence machine is on the rise, growth will be above 30%; on the other hand, the domestic component manufacturers are basically since last year to apple, Samsung manufacturer supply chain, next year´s share can improve.
Software than hardware opportunities
Securities Times reporter: how to treat the intelligent mobile phone after the electronic products the next investment point? Is the intelligent TV or wearable devices?
Fan Xiaoming: Generally speaking, intelligent TV or smart devices may have some partial, short-term opportunity to speculation, but the time span and height, may not be put on a par with intelligent mobile phone and mobile phone, after all, is just to be products of modern people.
By comparison, the smart TV opportunities can be wearable devices to get. On the one hand, many Internet Co began to set foot in the intelligent TV, such as millet, as such, will form a new channel and platform; on the other hand, a lot of smart TV facilities are not up, such as sensor, somatosensory recognition to use, need spare parts also have room to grow.
As for the wearable device, in fact, now the market is not mature, some of the products before the release of the concepts in the majority, but are not too good. The whole market is still likely to wait like apple, Google innovative enterprises set a benchmark, then can be real to the rise of a large number of shipments of the tide.
Luo Weiguang: wearable devices have the opportunity, but the current situation can not be large-scale development, will only be a niche market. Smart TV may not like the mobile phone as the subversion of the explosive development, there is TV manufacturers and electronic components manufacturers to compete. Of course, if a company to develop the application of a killer, I is very good, but now it is relatively difficult, the marginal utility is decreasing.
