📱 2022-03-27 14:25:00 - Paris/France.
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Ngokusekwe kwi-Bloomberg, i-Apple (NASDAQ:AAPL) inokubonelela ngenkonzo entsha yobhaliso kwiimveliso zayo, ngelixa ivumela ukuphuculwa kwesixhobo kwiimodeli zayo ezisanda kusungulwa. Ngelixa abanye banokucinga ukuba isicwangciso sobhaliso siya kunceda inkampani ifumane isabelo semarike esithe kratya kwicandelo le-Android, sinezimvo ezahlukeneyo ezinikwe amaxabiso aphezulu obunini bezixhobo ze-AAPL e-US.
Ukuza kuthi ga ngoku, abasebenzisi beefowuni ze-Android babalelwa ngaphezulu kwe-70,97% yazo zonke ii-smartphones ezisetyenziswa kwihlabathi liphela. Ngenxa yoko, siyathandabuza ukuba "isicwangciso sobhaliso" esihlaziyiweyo siya kubhenela kubasebenzisi befowuni abangeyiyo i-AAPL, ngenxa yezizathu ezininzi ezifana nokwenziwa kwefowuni ye-Android kunye nokungahambelani kwesoftware. Ukongeza, kwezinye iimveliso ze-AAPL, ezifana neeMacBooks kunye nee-iPads, kufuneka kwakhona sithathele ingqalelo ezinye izizathu ezingaphaya kwexabiso layo, ezinjengokukhethwa komsebenzisi kwiimveliso zeWindows kunye nokusebenza okuphezulu kwekhompyuter.
Okwangoku, sikukhuthaza ukuba ufunde inqaku lethu langaphambili kwi-AAPL eya kukunceda uqonde ngcono isikhundla sayo kunye namathuba okuthengisa kwicandelo leentengiso.
Kutheni iSicwangciso soBhaliso se-Apple sinokuthi singakuncedi ukuKhula kweNgeniso
Ngelixa singaqinisekanga malunga nesicwangciso sobhaliso se-AAPL, abaninzi abavumelani nathi, kuba isihloko sinyuke nge-1% nge-24 kaMatshi 2022 emva kokhupho olutsha. Ngaphandle koko iBloomberg ichaze malunga nokunceda ukwamkelwa kwemveliso kwiimarike ezijongana nexabiso, siye sabona abasebenzisi abaninzi be-AAPL bephendukela kwiiplani zenethiwekhi yenkxaso ye-iPhone, iintlawulo zekhadi letyala kunye neemarike ezisetyenzisiweyo. Ukongeza, i-AAPL sele iqalise iinkonzo ezininzi ezifanayo e-United States: izicwangciso ze-installment nge-Apple Card, inkqubo yokuphucula i-iPhone yee-iPhones ezintsha minyaka yonke, Thenga ngoku Ukuhlawula Kamva (BNPL), phakathi kwabanye. Ezi zibonelela ngendibaniselwano yezicwangciso zenkxaso-mali kubathengi abanqwenela ukuthenga izixhobo ze-AAPL ngexabiso elifikelelekayo lenyanga kunexabiso elinye elipheleleyo.
Inyani yokuba iUnited States ililizwe elityebileyo incede ekuqhubeni ukuthathwa kwabantwana ukuya kuthi ga kwi-41,9% yelizwe unyaka ukuza kuthi ga ngoku, emele eyona marike inkulu yehlabathi yeemveliso ze-AAPL. Nangona kunjalo, ngenxa yokuthandwa kwayo, ukungena kwayo kwimarike e-United States kunokuba kwehla, kwaye asazi ukuba isicwangciso sobhaliso singakunceda njani ukuthengisa kunye nokukhula kwayo kwikamva.
Nangona kunjalo, sikwaqaphela ukuba isicwangciso sobhaliso esinikezelwayo sisebenza kuzo zonke ezinye iimveliso ze-AAPL, kubandakanya i-iPad, iMacBook, i-Apple Watch, njl. nge-52,5% yentengiso yayo ngo-2021. I-Bloomberg ngokwayo ifanise isicwangciso kunye nenkqubo yokuqeshisa ngemoto, ngokusekelwe kwindlela iAAPL eyakha ngayo isicwangciso senkxaso-mali yenyanga.
Nangona kunjalo, isicwangciso sentlawulo yenyanga esongezelelweyo sinokulayisha ngaphezulu izipaji zabantu abaninzi baseMelika ngeentlawulo ezininzi, ezinje ngetyala lezindlu, iintlawulo zemoto, igesi kunye nombane, iimali mboleko zabafundi, njl. ka-155. Kwakhona, ngenxa yokuba iimveliso ze-AAPL ngokwembali zithengisiwe ngexabiso eliphezulu kunezinye iibrendi, akukho mathandabuzo okuba nokurhuma kwenyanga akunakufikeleleka kangako.
Kwelinye icala, i-AAPL inokubanakho ukuphelisa abaphakathi kubasebenzi benethiwekhi eUnited States nakwihlabathi liphela. Ingqikelelo yeyokuba aba bathwali bathenga ii-iPhones ngesaphulelo kwaye bazithengisele abathengi ngexabiso eliphezulu, ukufumana umahluko kwingeniso. Ngenxa yoko, isicwangciso esitsha se-AAPL sinokujoliswa ekuveliseni inzuzo yomthwali, ngokwandisa ingeniso yayo. Nangona kunjalo, abathengi be-iPhone e-United States ngokwembali bathembele kubathuthi benethiwekhi kwii-SIM khadi, ukuqinisekiswa kunye nokutshekisha ngetyala, ngaphambi kokuba ukuthengiselana kwesixhobo sabo kuvunywe.
Nangona kunjalo, okuthakazelisayo, i-AAPL ithathe i-tangent ye-iPhone SE yayo yamva nje ukusuka ngo-Matshi 29, 2022. Inkqubo entsha yokuthengisa kwiimodeli ezisezantsi ayifuni eli nyathelo lokujonga ngetyala, ukunika inkampani ulawulo olungaphezulu kumaxabiso ayo (i-tiered okanye ixabiso elipheleleyo. ), inkonzo yabathengi kunye namava. Esi sicwangciso-qhinga sinokuba sisiqalo sokuqala se-AAPL kwizicwangciso zayo ezitsha zenkxaso-mali, njengesicwangciso sokubhaliselwa kuzo zonke izixhobo zayo zamva, kubandakanya i-iPhone 14 eyasungulwa kamva ngo-2022.
Nangona kunjalo, ngokwenza njalo, i-AAPL izibhenca kumngcipheko wokuqonda ingeniso, njengoko ngaphezulu kwesithathu sabantu baseMelika bephose iintlawulo zabo ze-BNPL ukusukela ngo-2021. I-BNPL wave ithathe i-United States kunye nehlabathi ngo-2020 ekuphakameni kwe-COVID- 19, ebangela utshintsho olukhulu kwimikhwa yokuthenga abathengi kunye nomngcipheko wetyala. Ngophando oluqhubekayo lweenkampani ze-BNPL ukususela ngoDisemba ka-2021, kuyacaca ukuba urhulumente wase-US uxhalabile malunga nendlela abathengi abanyanzelwa ngayo ukuba bathenge iimveliso abangenakho ukuzihlawulela.
Kutheni isicwangciso sokurhuma se-AAPL sinokusebenza ngokusixhasa
Ukufika kwetekhnoloji ye-5G kunye nohlaziyo olunamandla ngakumbi lwesoftware ekugqibeleni luya kufuna ukonyuka kwamandla ekhompyuter kwiitshiphu ezintsha. Ukongeza, ii -apps ezintsha kunye nohlaziyo lwesoftware lwamva nje lufuna iinguqulelo ezintsha ze-iPhone kunye neebytes ezongezelelweyo zokugcina. Ngenxa yoko, isicwangciso sobhaliso sinokuhenda abasebenzisi abaninzi abakhoyo be-AAPL ukuba baphucule kwizixhobo zabo ezintsha (kunye neendleko ezisebenzayo) ezinobuchwephesha obuphuculweyo, ngaloo ndlela benyusa ingeniso yayo kwixesha elizayo.
Ngesicwangciso sobhaliso, umrhumo wenyanga wobhaliso uya kuba nomtsalane ngakumbi kubalandeli abakhutheleyo be-AAPL, kuba i-iPhone 13 yayo ixabisa ngaphezulu kwe-700 yeedola, kuqikelelwa ukuthenga kwangaphambili. Ukongeza, nge-AAPL eyaziwayo ngokukhupha inkxaso kunye nohlaziyo lwesoftware yezixhobo zayo "zexesha elidlulileyo" (ezaziswa ngaphezu kweminyaka emihlanu eyadlulayo), isicwangciso sinokunceda inkampani yamkele abasebenzisi bexesha elide be-AAPL abanezixhobo ezindala ezingaxhaswanga.
Kusenokubakho nokunyuka okunokwenzeka kwicandelo layo le-AppleCare +, elincanyathiselwe kwizicwangciso zobhaliso ze-AAPL zexesha elizayo. Abathengi bayo bathambekele ngakumbi ekuthengeni "i-inshurensi yokuqeshisa" kuba banokulahlekelwa ngokulula kunye / okanye ukonakalisa izixhobo zabo ngexesha lezicwangciso zabo. Ngexesha elifanayo, i-AAPL inokuphinda ifezekise iinjongo zayo zokuzinza ngokukhawuleza, ngelixa inciphisa iindleko zokuvelisa kwikamva. Ngokuphinda kusetyenziswe izinto ezingundoqo zokuvelisa ukusuka kwizixhobo ezindala, ezingaxhaswanga, inkampani iya kuba phambi kwezicwangciso zayo zokungathathi hlangothi kwekhabhoni ngo-2030.
Isicwangciso somrhumo siyakuqinisekisa kwakhona ukubuyiswa kwezixhobo ze-AAPL, ezisenokuba zisasebenza ngokupheleleyo. Ngenxa yoko, inkampani inokubanakho ukuhlaziya izixhobo zayo kwaye izithengise, yonyusa isabelo sayo sentengiso kumazwe asakhasayo. Ngokwemveli kwiimarike ezingevani namaxabiso, iimveliso ze-AAPL bezingenakufikelela kuninzi lwabemi. Nangona kunjalo, kuba uninzi lwezixhobo zayo ezindala sele zijikeleza kumazwe anje ngeIndiya kunye neIndonesia kwimarike yesibini-mali, amandla ayo aphezulu alele ngakumbi kwintengiso yexesha elinye/umrhumo ofaka isandla ngokuthe ngqo kwingeniso yezi zixhobo ezindala, endaweni yoko. kwingeniso yayo yeApp Store.
Ukongeza, abaninzi abenzi beefowuni, kubandakanya i-AAPL kunye ne-Samsung, batyhala itekhnoloji ye-eSIM, evumela abathengi ukuba basebenzise iiplani zeselula ngaphandle kwesidingo seSIM khadi yomzimba. Ukuhamba kunciphisa kakhulu ukuxhomekeka kwabenzi beefowuni kubaqhubi benethiwekhi kwinkqubo yokuthenga, okuvumela ukuba lowo wangaphambili athengise ngokuthe ngqo kubathengi. Nge-AAPL entsha ye-iPhone 13 esele ibonelela ngetekhnoloji ye-eSIM, sinokulindela ukuba i-AAPL idibanise izithuba ezininzi kwiinkqubo zokuthenga iifowuni kwixesha elizayo.
Kucingelwa impumelelo yesizwe kunye nokwamkelwa kwesicwangciso sobhaliso lweefowuni kunye nobuchwephesha be-eSIM, i-AAPL inokubanakho ukunyanzela ukuba esi sicwangciso sisetyenziswe kwihlabathi jikelele, kunqunyanyiswe bonke abasebenzi benethiwekhi ukusukela ngoku. Eli nyathelo lobuchule linokuthi liqhube ingeniso kunye nokukhula kwe-AAPL kwixesha elizayo, kuqikelelwa ukuphunyezwa okunobuchule kunye nokwamkelwa okubanzi.
Ngokunjalo i-AAPL Stock yokuthengaThengisa okanye Gcina?
Ukususela kwinqaku lethu lokugqibela, ixabiso le-AAPL liye lanyuka nge-14,51% ukusuka kwi-$ 152,58 ngoFebruwari 24 ukuya kwi-$ 174,72 ngo-Matshi 25, 2022. I-AAPL ngokuqinisekileyo iyisitokhwe esiqinileyo, nangona kunjalo, ifunyenwe ngandlela-thile kwaye ngoku ithengisa nge-premium yokukhula. Ke ngoko, abatyali-zimali abanomdla banokufuna ukulinda ukuphinda babuyelwe kancinci ngaphambi kokuba bongeze kwipotfoliyo yakho.
Nangona kunjalo, sicebisa abatyali-mali abanobundlongondlongo bongeze ngakumbi, kuba i-AAPL kulindeleke ukuba ithumele ukukhula okuqinileyo kwengeniso. Kunyaka-mali ka-2022, isivumelwano siqikelela ukuba i-AAPL iya kurekhoda ingeniso ye-395,15 yeebhiliyoni zeedola, emele ukukhula ngonyaka kwe-8%. Ukongeza, i-AAPL kulindeleke ukuba ikhulise ingeniso kwi-CAGR ye-5,39% kule minyaka mithathu izayo. La manani acebisa ukuba nangona i-AAPL iyinkampani ekhulayo enesantya sokukhula kwengeniso, isesisitokhwe esiluqilima esinamandla aphezulu. Ukucingela ukwenziwa okugqwesileyo, isicwangciso sobhaliso sinokuyandisa kakhulu ingeniso yaso ngokuhamba kwexesha.
Ngoko ke, thina phinda indawo yethu yokuthenga i-AAPL.
SOURCE: Uphonononga Iindaba
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