Isikhethi se-apula Ezinyangeni ezedlule, bekulokhu kuqagela ukuthi kungani i-Apple yehla ngomgwaqo. Ulwazi ngokuvamile alunasisekelo noma kunzima ukuluqinisekisa. Noma kunjalo, banethonya elikhulu kumasheya enkampani, ehle cishe ngama-4% ezinyangeni ezi-30 ezedlule.
Ukuqagela
Sizokukhombisa lokhu ngendaba yokuqagela kwakamuva ethi: “Ama-oda okubonisa ayehla = isidingo se-iPhone 5 siyehla.” Umbiko uvela eJapan futhi wavela ngaphambi kukaKhisimusi. Umbhali ungumhlaziyi ongaphathi ngisho nomakhalekhukhwini, ingasaphathwa eye-iPhone. Insimu yakhe ukukhiqizwa kwezingxenye. Ulwazi kamuva lwathathwa u-Nikkei futhi kulo yi-Wall Street Journal (ngemuva kwalokhu i-WSJ). Abezindaba bathathe i-Nikkei njengomthombo othembekile, ofana ne-WSJ, kodwa akekho owaqinisekisa idatha.
Inkinga enkulu ukuthi ukukhiqizwa kwezibonisi akuxhumene ngokuqondile nokukhiqizwa kwefoni. Lezi zenziwa eChina, hhayi eJapan. I-iPod touch, isibonelo, isebenzisa isibonisi esifanayo. Izoxhunywa kuphela endaweni yokukhiqiza efika ngesikhathi, kodwa lokho akuvamile ukusetshenziswa kumafoni.
Isizathu esingenzeka kakhulu sokwehla kwama-oda ukuthi umkhiqizo omusha ngamunye uthatha isikhathi ukuze ukhiqize ngokugcwele. Bafunda ukuphatha izingxenye, ikhwalithi iyakhuphuka futhi izinga lamaphutha liyehla.
Ekuqaleni, inani eliphezulu lezikrini ifektri engazihlinzeka lalidingeka ukuze kuhlangatshezwane nesidingo, esiphezulu ngekota kaKhisimusi. Ngesikhathi esifanayo, kwakudingeka babhekane namaphutha okukhiqiza, njengoba kwakuwumkhiqizo omusha futhi ukukhiqizwa kuhlala kusebenza kahle ngokuhamba kwesikhathi. Ngokunengqondo, ama-oda abe esencishiswa, okuyinqubo evamile ekukhiqizeni noma yini. Kodwa-ke, ayikho imboni enedatha ye-caries, ngakho-ke idatha ayikwazi ukuqhathaniswa.
Umhlaziyi ofuna ukushicilela emhlabeni isimangalo sakhe esiqinile sokuthi isidingo sama-iPhone sehla ngamaphesenti angamashumi kufanele aqinisekise ngokwethembeka futhi axhume yonke idatha. Ukungenzi izimangalo ngokusekelwe kumthombo ongaziwa endaweni ethile e-Japan.
Angikuboni ukwehla okukhulu emakethe yeselula, ngisho nenkampani enezinkinga i-RIM iyancipha kancane kancane. Ngakho-ke, ukwehla ngo-50%, njengoba kuphakanyiswe ukuqagela okuthile, kuphikisana nomlando nemigomo yokusebenza kwemakethe emkhakheni onikeziwe.
Ukungakholwa endabeni ye-Apple
Kodwa isimangalo esinjalo esinamandla sinemiphumela emibi kakhulu. I-Apple ibhale cishe amabhiliyoni angama-40 emalini yayo ngemuva kokuqagela ezibukweni. Kodwa-ke, imibiko eminingi ephuma ngqo enkampanini ikhombisa ukuthi i-Apple ikwikota yokuqopha. Ngokuphambene nalokho, izimakethe zamasheya zibonisa inhlekelele. Imakethe ngokusobala izwela kakhulu njengoba imizwa ejwayelekile isiqalile ukuba namandla yokuthi i-Apple isengozini. Ukwaziswa okufanayo kwavela ngaphambili, kodwa akekho owakunaka.
Esinye sezizathu ezidala ukuzwela okuphezulu yisakhiwo sobunikazi bamasheya e-Apple. Kubanikazi bawo kukhona inqwaba yezikhungo ezinemibono nezinhloso ezehlukene kunomuntu ojwayelekile. Amasheya ezobuchwepheshe ngokuvamile anegama elibi kakhulu. Uma sibheka emuva kule minyaka eyishumi edlule, sinokulahlekelwa okukhulu kunalokhu okulandelayo: i-RIM, i-Nokia, i-Dell, i-HP kanye ne-Microsoft.
Umphakathi ucabanga ukuthi inkampani yezobuchwepheshe izofinyelela inani eliphakeme futhi yehle kuphela. Njengamanje, isimo esikhona ukuthi i-Apple isivele ifinyelele umvuthwandaba wayo. Okuthile okuhambisana nalokhu: "Nginomuzwa wokuthi ngeke kube ngcono." . Kodwa kukhona futhi abaphazamisi be-serial: I-IBM ngeminyaka yawo-50 nawo-60, kamuva i-Sony. Lezi zinkampani ziba yisakhiwo sodumo, zichaza inkathi futhi ziqhube umnotho. Ngokusobala izimakethe zibe nesikhathi esinzima sokuhlukanisa i-Apple kwenye yalezi zigaba ezimbili, noma ngabe bekuwumdlalo wesikhashana nje noma inkampani ekwazi ukushintsha imakethe ngokuphindaphindiwe futhi ngaleyo ndlela ichaze inkathi. Okungenani kwezobuchwepheshe.
Lapha kufika isixwayiso sabatshalizimali embonini yezobuchwepheshe, ngokunengqondo, uma kubhekwa okwedlule, abakholelwa ukuthi indaba ye-Apple isimeme. Lokhu kubeka inkampani ngaphansi kokuhlolwa futhi noma yimuphi umbiko, ngisho noma ungenasisekelo, ungabangela ukusabela okunamandla.
Okungokoqobo
Noma kunjalo, i-Apple kungenzeka ibe nekota ephumelelayo. Izokhula ngokushesha kunanoma iyiphi inkampani embonini, ngokushesha kune-Google noma i-Amazon. Ngesikhathi esifanayo, inzuzo yerekhodi ilindelwe. Uma kuqhathaniswa, isilinganiso esiqinile sokuthengiswa kwe-iPhone siyizigidi ezingama-48-54, sikhuphuke cishe ngo-35% kusukela ngo-2011. I-iPad kulindeleke ukuthi ikhule isuka ezigidini ezingu-15,4 iye ezigidini ezingu-24 ngonyaka odlule. Noma kunjalo, isitokwe sehla ezinyangeni zamuva.
Imiphumela yokugcina yekota yesine izomenyezelwa namuhla. Ngeke bagcine ngokusibonisa ukuthengiswa kwedivayisi kuphela, kodwa futhi baveze ulwazi olungaqinisekisa umjikelezo wokuqamba osheshayo nokunye ukuqagela.
Uma ngi-oda okuthile efemini, angikhathali ukuthi mangaki ama-% anesici, phela inkampani izibophezele ukuthi izonginika inombolo okuvunyelwene ngayo. Ubani othola izingcezu ezinesici futhi akubalulekile.
Yebo, kodwa uma kungu-10 ezigidini ezilethiwe zokubonisa nginesici, kufanele ngithembele kulokho futhi ngi-ode isigidi+ sezinkulungwane eziyi-10 ngokuzayo. ukumboza izingcezu ezinesici futhi ube kwisigidi. Futhi uma i-avareji yezinombolo zezingcezu ezinesici kamuva yehla isuka ku-10 iye ku-1, kufanele ngehlise i-oda ngo-9. ukuze ngibuyele ezigidini zezingcezu engizidingayo. Lowo umbono omubi kakhulu wokuthi bekunjani ngama-oda akhanseliwe.
Lokhu kungamampunge, uma ngifuna izikrini eziyisigidi, ngifuna izikrini eziyisigidi, akukho mahlaya. Mhlawumbe amashumi ambalwa noma amakhulu ezingcezu ezengeziwe (njengesiqinisekiso). Yingakho ezimbonini benazo futhi ezikhathini eziningi kuba khona uhlobo oluthile lokulawula ukuphuma, lapho ulahla khona udoti ngaso leso sikhathi. Ngiyaqonda ukuthi udinga ukuhlola zonke izingcezu ezingu-30 noma ezingu-50 zesibonisi, kodwa-ke kungenye indaba ukuthi ungabhekana kanjani nakho kanye nama-% wezingcezu ezinesici engizithola ngisho nangemva kokuhlolwa.
Isebenza kanjalo ngokujwayelekile. Ngeshwa, i-Apple iyicala elithile. Ngoba akafuni uku-oda izigidi ezimbalwa ekukhiqizeni okuvamile. Kodwa udinga ukwandisa ukukhiqiza nganoma iyiphi intengo. Ukuhlangabezana nesidingo. Utshale izigidigidi zama-USD ezimbonini zeSharp eshiwo ngenhla. Ivamise ukutshala imali ezimbonini zabahlinzeki bayo ukuze izuze ukukhiqizwa okukhulu kakhulu okungase kwenzeke.
Emzamweni wokukhulisa umkhiqizo, ekuqaleni kunemikhiqizo enesici kunejwayelekile. Kanye nokunye ukulahlekelwa kwengezwa ngokuqondile endaweni yokuqoqa ifoni.
Ubudlelwano phakathi kwe-Apple nabahlinzeki bayo abucace ngokuphelele, njengoba ukutshalwa kwezimali kwayo ngokuqondile emafektri kukhulu, kodwa lokho okwendaba ende :)
Hhayi-ke, nginomuzwa wokuthi i-Apple ayifuni imibukiso eyisigidi, kepha amadivaysi ayisigidi emakethe, okungenzeka awahlukanise. Uma ngifuna ukuthengisa ama-roll ayinkulungwane futhi ngibhaka lawo amaningi, ingxenye yeshumi yawo izogcina iwudoti ngesizathu esithile, khona-ke ngizothola ama-900 kuphela kumakhasimende futhi ngibeke izaba njengoba ngifuna, kodwa ngimane ngenze ngingayigcini inombolo yokugcina futhi nginomthwalo wemfanelo walokho.
Lokhu kuwubuwula ngempela, njengaku-athikili. Anginalo ngempela ibhizinisi elinjalo. Inkampani i-oda ucezu olusebenzayo lwemega elingu-1 futhi ithola le nombolo kumphakeli. Uma umphakeli enephesenti lokumosha, leyo inkinga yakhe. Kufanele enze amaningi ukuze alethe okuyaliwe. Uma othile ehlisa i-oda, yingoba akazidingi izingcezu. Izinqamuleli zingaholela emikhawulweni yokuthengisa (amehlo amakhulu, ukuthengisa) noma ukushintsha umphakeli noma ukulungiswa komkhiqizo ongasisebenzisi isibonisi.
njengoba ngibhale ngezansi, i-Apple isebenza ngendlela ehlukile. Imishini yokukhiqiza uyikhokhela ngokwakhe emafekthri abahlinzeki, futhi lapho ekhulisa umkhiqizo ngazo zonke izindleko, akufani noku-oda amashidi ezingilazi ayikhulu efektri eyenza izinkulungwane.
Ngakho-ke ngicabanga ukuthi angiqondi, uyala izingxenye kumenzi, akunjalo? ... uma inkampani ngokwengxenye ingeye-Apple, khona-ke izingxenye zenziwa ngaphandle kwe-oda futhi kuphela ngokohlelo lokukhiqiza ... kwabezindaba kubhalwe yonke indawo mayelana nokwehliswa kwama-oda, okungukuthi ubudlelwano bakudala phakathi kwekhasimende (i-apula ) kanye nomkhiqizi wezingxenye. Uma kumayelana nokunciphisa uhlelo lokukhiqiza, angiyiqondi-ke i-hysteria
Ngicabanga nokuthi i-Apple ibivele iphezulu futhi isendleleni eya phansi. Inkinga ebaluleke kakhulu ukunganakwa kwabasebenzisi abangochwepheshe. Bayikhansele ngokuphelele i-Xserve, i-Mac Pro ayikaze ibuyekezwe kusukela ngo-2010 ngaphandle koshintsho lweprosesa, i-iMac yamanje inenkinga ngoba ayikwazi ukuyikhiqiza ngenani elidingekayo, futhi okwamanje ngisho ne-21″ ithatha amasonto amabili kuya kwamathathu. Angiqondi ukuthi kungani bengazange babe namabhodi omama amasha enzelwe ama-Ivy Bridge processors futhi bebengase bethule i-iMac ne-Mac Pro entsha enomklamo ofanayo kakade ehlobo lika-2.
Amadivayisi we-iOS angamathoyizi nje, futhi eminyakeni embalwa ukuthengiswa kwawo kungase kuqale ukwehla. Sengivele ngicabanga ukuthi abantu abaningi bawathenga ngenxa ye-inertia. Ukuncintisana kuma-smartphones kanye namathebulethi uthuthuka njalo.
uqinisile ukuthi umncintiswano uthuthuka kakhulu. I-Apple idinga ukusebenza kulo nyaka, ngicabanga ukuthi inkinga enkulu manje isohlangothini lwe-iOS lapho kudingeka khona isibuyekezo.
Angikaze ngibuyekeze izisetshenziswa zochwepheshe ze-Apple lapha, njengoba zimelela i-% encane yenkampani. Mhlawumbe yingakho bekhwehlela kubo. Kuyihlazo vele.
Ngisebenzisa i-iPad hhayi nje njengethoyizi. Ngibheka idivayisi enama-Android njengethoyizi lapho ungethembe khona, i.e. ukusebenza ngayo. Angivumelani nawe futhi ngicabanga ukuthi lawa "mathoyizi" azosetshenziswa kakhulu njengamathuluzi omsebenzi esikhathini esizayo, kungaba etafuleni eline-diagonal enkulu noma esandleni.
Bangane, ake sizame omunye umbono ohluke kakhulu. Abatshalizimali abalondolozayo, izikhungo, ama-speculators aqhubekela phambili emakethe yamasheya ... Ake sithi: abaqagela abahlakaniphile nabanolwazi asebadayisile, ama-conservatives ngenhloso ye-dividends babambelele futhi abesabi, ukunyakaza okubukhali phansi noma phezulu (okwamanje range) zingobuchwepheshe - ukuvalwa okuzenzakalelayo, njll. Wonke umuntu ngokwemvelo namakhono akhe. Nginamathisela ishadi okudwetshwe kulo i-Fibonacci (lapha singabona ngokucacile okungaqondakali okungu-30% :-) kanye ne-trendline ebomvu (eshiwo ngo-2012 eshadini lamasonto onke). Isifinyezo: 1. njengomsebenzisi we-Apple ngingazindla ngalokhu 2. njengomthengisi ngithatha ukuziphatha kwe-AAPL njengokujwayelekile ngokuphelele.