Daniel Hruska Abaningi benu kungenzeka bafunde izindaba ezinsukwini zakamuva mayelana nokwehla okusheshayo kwama-oda wezingxenye (ikakhulukazi izibonisi) zokukhiqizwa kwe-iPhone. Mayelana naleli qiniso thina babazisa kanjalo nathi. Ngokushesha kwavela ukuqagela ukuthi u-Apple wayelungiselela ukwethula umjikelezo wokukhiqiza wezinyanga eziyisithupha, okungukuthi ukukhiqizwa komlandeli ngendlela yesizukulwane esilandelayo sefoni ye-Apple (gcwalisa igama ngokwakho). Abanye abaprofethi sebeqalile ukusabalalisa amahlebezi mayelana nokuqala kokuphela kwe-Apple. Kunalokho, ake sibheke ezinye izinombolo futhi sibone ukuthi izinto zinjani ngempela.
Konke kuqale kuseva yaseJapan uNikkei. I-Wall Street Journal ibambe lolu lwazi olungaqinisekisiwe ngokuthakasela okuthile: "Ama-oda we-Apple wezibonisi ze-iPhone 5 ehle cishe ngesigamu uma kuqhathaniswa nekota yokuqala yezimali (Okthoba kuya kuDisemba)." Ulwazi lwe-Nikkei, luthi: "I-Apple icele i-Japan Display, i-Sharp ne-LG Display ukuthi inqamule ukuthunyelwa kwephaneli ye-LCD cishe ingxenye yezigidi ezingu-65 ezihlelelwe isikhathi sikaJanuwari-Mashi," ngokusho kwabantu abajwayelene nalesi simo kubonakala kungenangqondo? Ake sicabange ngalezi zinombolo kancane.
Ngekota esanda kuphela, izilinganiso zama-iPhones athengisiwe zisukela endaweni ethile phakathi kwamayunithi ayizigidi ezingama-43-63. Sizohlakanipha uma i-Apple ikhipha umbiko kwabezindaba. Kodwa-ke, kufanele kuqashelwe ukuthi ngaphezu kwe-iPhone 5, kukhona nezizukulwane ezimbili ezedlule ezithengiswayo, okungukuthi i-iPhone 4 ne-4S. Inani elimaphakathi lawo wonke amayunithi athengisiwe lilingana nezigidi ezingama-49, izilinganiso ezinethemba elikhulu zingangeza izigidi ezingama-5 zale mali ku-iPhone 40. Njengoba i-iPod touch yesizukulwane sesihlanu isebenzisa isibonisi esifanayo, masinyuse leso sibalo sifike ku-45 million.
Minyaka yonke selokhu kwethulwe i-iPhone yokuqala, i-Apple ibone ukwehla okujikelezayo ekuthengisweni, ngokuvamile engxenyeni yesibili yezimali (Q2), okungukuthi - ngokungalindelekile - isikhathi samanje. Isibonelo, ukuthengiswa kwe-iPod touch kwehla ngokushesha phakathi nalezi zinyanga. Isidingo se-iPhone 5 sisenamandla, kodwa uma i-Apple idinga izikrini eziyizigidi ezingu-1 ku-Q45, ngokunengqondo ezimbalwa zizokwanela ku-Q2. Kodwa malini? Asibize izigidi ezingama-40. Kepha uma i-Apple iyalele ukuboniswa okwengeziwe ku-Q1 ukuze kuqinisekiswe, ngeke kudingeke ukuthi kukhiqizwe izigidi ezingama-40 ezigcwele. Uzofuna izigidi ezingama-30-35 kubahlinzeki bakhe ubusika bonke. Yebo, asikwazi konke lokhu, siyaqagela nje. Kodwa-ke, lokhu akwaziwa futhi kanjalo neseva ye-Nikkei noma imithombo yayo engashiwongo.
Kepha akukho kulokhu okwamisa i-WSJ ekuqageleni ngqo ekhasini lokuqala - zonke izinsuku eziyisishiyagalombili ngaphambi kwemiphumela yezezimali esemthethweni yakwa-Apple, ezokhishwa ngoJanuwari 23. Ngawo wonke ama-akhawunti, unyaka odlule kufanele kube yinani eliphakeme lenkampani ye-Cupertino, elahlekelwe isitembu sekhwalithi. Ngokwezihloko ezifanayo, yilena kanye indlela isimo e-Apple okufanele sibukeke ngayo. Kodwa-ke, izinombolo zisho okuhlukile njengoba inkampani ikwazile ukuthengisa ama-iPhones ayizigidi ezingama-1 ngesikhathi se-Q37 ngonyaka odlule. Ngisho nezilinganiso eziphansi kakhulu kulo nyaka zinyuke ngo-20% uma kuqhathaniswa nonyaka odlule. (Ezigidini ezingu-50 kuzoba u-35%.)
Amahemuhemu okuncishiswa komthamo wokunikezwa kwezingxenye alethe izibalo ezithokozisayo mayelana nomncintiswano. Siqale ukuzwa "izindaba ezinhle" ezivela kwaNokia yaseFinland, eyathengisa amafoni e-Lumia ayizigidi ezingu-1 nge-Q4,4. Kuyaqondakala ukuthi yehlise u-2% wesabelo sayo semakethe futhi yakhuphula ukuthengiswa kwayo ngokwehlisa kakhulu amanani entengo. Iqale ku-$99, okuyisigamu salokho amafoni aqhudelanayo aqala kukho. Ngakho-ke lezi yizindaba ezinhle ngokusho kweNokia. Inkundla Yefoni YeWindows isenokuningi okufanele kuboniswe ukuze imiphumela efanayo ingaphindi.
I-Cnet yayijabule kakhulu ngesimemezelo se-Samsung sezingcingo eziwuchungechunge ze-Galaxy S eziyizigidi eziyi-100 ezithengisiwe Amafoni adingeka kakhulu kangangokuthi "ukuthengiswa kwe-Flagship Galaxy S3 kufinyelele amayunithi ayizigidi ezingu-30 ezinyangeni ezingu-5, amayunithi ayizigidi ezingu-40 ezinyangeni ezingu-7, ngokuthengiswa kwansuku zonke izingcezu eziyi-190. ” Izinombolo ezinhle, kufanele ucabange. Kodwa qaphela, okuthile okuhle nakakhulu kungenziwa ngazo - ake sizibeke kumongo wekota edlule. I-Apple izothengisa ama-iPhone 5 amaningi kuwo njengoba i-Samsung ikwazile ukuthengisa i-Galaxy S3 ezinyangeni ezingu-7! "Ochwepheshe" sebeqala ukufaka izinkinga ku-Apple ngaphandle kokubona izinombolo zekhonkrithi okwamanje.
Vele, i-Samsung iphinde inikeze imodeli yangaphambilini ye-Galaxy S2 ukuze ithengwe. Ngokusho kweCnet, ngamayunithi ayizigidi ezingama-40 athengiswe ezinyangeni ezingama-20, ukubheja okuphephile. Ngakho-ke sinezigidi ezi-2 ngenyanga zale modeli kanye ne-Galaxy S17 eyizigidi ezingu-3, ngokusho kwe-Samsung edayiswe ku-Q4. Ngaphezu kwalokho, uma siqhathanisa izizukulwane ezimbili zokugcina kuphela ku-Q1, i-Apple ithengise ama-iPhones ayizigidi ezingama-35-45, i-Samsung cishe eyizigidi ezingama-23. Kuyiqiniso ukuthi uma sibala zonke izingcingo ze-Samsung, izodlula kakhulu i-Apple. Kodwa uma sibheka inzuzo, i-Apple izoqhubeka nokushaya ngokucacile i-Samsung nezinye izimbangi lapho. Futhi lezo izinombolo ezibalulekile.
Yebo, ukuthengiswa kwe-iPhone 5 kuyehla futhi kuzoqhubeka nokuwa njengoba igagasi lokuqala lokuthenga selidlulile futhi uKhisimusi uphezu kwethu. Manje kufanele silinde isonto elizayo lapho i-Apple izosinika idatha yangempela nenembile. Njengoba sekuyinkambiso eminyakeni yamuva nje, singalindela ukuthengiswa kwamarekhodi kanye nenzuzo.
Ngicabanga ukuthi lena indlela esobala ngokuphelele futhi esobala yokwehlisa inani lesitoko se-apula ngaphambi nje kokumenyezelwa kwemiphumela yerekhodi, ngemva kwalokho isitoko sizondiza phezulu. Noma ngubani othenga manje nge $500 uzothengisa nge $600 ngenyanga.
Impela, kuwumdlalo nje wokwehlisa intengo ukuze umuntu enze iphutha (Ngiyazibuza ukuthi mangaki amasheya e-Apple abanikazi be-WSJ uqobo) ukuze singazi ukuthi i-Apple izosimangaza ngani :-)
Kulungile, konke ukuqagela akukho okunye futhi ngokuyisisekelo kuwukwehliswa kwenani lesheya ngaphambi nje kokumenyezelwa kwenzuzo yerekhodi. Futhi bazofinyelela ku-600 ekupheleni kukaJanuwari :-)
Ngiphefumulele phezulu...ngicishe ngingalali ngenxa yayo...
Isihloko esihle, bengidinga ukufunda okuthile okufana nalokhu ngemuva kwazo zonke izindaba ezihlanyayo ze-alamu ku-inthanethi yonke.
Ibhalwe kahle! Siyabonga ngezinombolo nezibalo.. ;)
Isihloko esihle, ekugcineni othile wabhala ukuthi kunjani. Ngiye nganele ngalabo “clairvoyants” abahlale bebikezela ukuwa kwe-Apple futhi bajabule ngokuthi ama-Nexus ayisigidi athengiswa ngenyanga, noma i-Apple ithengise ama-iPads aphindwe kathathu ngezinsuku ezintathu...
Kuyathakazelisa ukuthi othile uthathe inkathazo ukuze akwenze. U-Apple usesimweni lapho angazi ukuthi kuzokwenzekani ngaphandle kweMisebenzi futhi abamethembi ngempela ukuthi uzoyiphatha. Ngaphezu kwalokho, kukhona neqembu lama-naysayers, futhi i-Apple kuzodingeka ibhekane nayo. Angimmoneli uCook. Kuze kube manje, benza kahle. Idinga okuthile ukuze ivale. Futhi lolo cezu olunolwazi olungamanga (uma lufakazelwa) bengizonikeza amanye amaphephandaba aqinile ukunyakazisa okuhle uma benginguCook.
Kubonakala kimi ukuthi awuzange uqaphele imininingwane encane, okungukuthi izinkontileka ziphethwa ngokusekelwe kolunye uhlobo lokulindela, futhi yiqiniso ngisho no-Apple akazange aqaphele kuze kube nguDisemba ukuthi uKhisimusi olandelayo awukho ngoMashi, futhi bebelindele ukwehla kwesidingo. Ngakho-ke ukuncishiswa kwama-oda kusho ukuthi, ngokuphambene nokucatshangwayo, imakethe ithuthuka ngendlela ehlukile kunalokho u-Apple ayekucabanga. Kodwa-ke uma kungenjalo abahleli bocezu lwe-WSJ bayizimfundamakhwela futhi yingakho idinga ukuchazwa kahle.
Yiqiniso, ngaphandle kolwazi akunakwenzeka ukuhlola, ukuqagela kuphela, kodwa njengoba usho ukuthi othile ubengazi futhi wenza isiphetho, nawe wenza kanjalo. Ngingaqagela ngokufanayo. Kungani i-Apple yayala izingxenye eziningi kangaka, ngokusho kwakho, "ukuze uqiniseke"? Ingabe babenokulindela okukhulu kangaka futhi abakwazanga ukukulinganisela ngokwezibalo zangaphakathi? 50% umehluko muningi. U-Apple ubengazi ukuthi i-Q elandelayo ngeke ibe yinhle kangako, mhlawumbe basha emakethe futhi awazi ukuthi yini ijika lokuthengisa? Bathole kuphela ngemva kokuphela kwe-Q lapho i-IP5 yethulwa khona + uKhisimusi kuyo ukuthi i-Q elandelayo izoba yimbi kakhulu? Ngokubona kwami, ulwazi oluhamba emhlabeni wonke manje alukho mayelana nokuthi yimiphi imiphumela esingayilindela manje, leyo izoba yinhle, kodwa mayelana nalokho okuzokwenzeka, okungukuthi ukuthengisa okubi kakhulu ku-Q embi kakhulu kunokuthengiswa kwangaphambilini ezimweni ezifanayo, noma a I-IP entsha, nanoma yini enye "engalindelekile".
Kodwa njengoba ngabhala, ngiyaqagela nje.
Iqiniso liwukuthi uhlala ukhokhela ingxenye ethunyelwe (isibonisi, njll.) kodwa futhi umthamo wokukhiqiza ophethwe umphakeli. Lokhu kubalwa ngentengo yengxenye -> ivolumu encane = izingxenye ezibiza kakhulu, uma ukusetshenziswa kwehla kakhulu kunomthamo wokukhiqiza ohleliwe. Kulula, imigqa yokukhiqiza yenombolo ethile yezingxenye idinga ukukhokhelwa. Akekho noyedwa onengqondo elungile ohlela ukuthi kusale amashumi amaphesenti omthamo wabo wokukhiqiza.
I-ASP(Inani Elimaphakathi Lokuthengisa) lama-smartphones akwaNokia lalingu-$204 ku-Q3/2012 kanye no-$240 ku-Q4/2012. Ngakho-ke engxenyeni yokugcina ikhule kakhulu. Lezi zinombolo zishicilelwe ngabakwaNokia. Phakathi kwama-smartphones, i-Lumia ibalwa ne-WP kanye ne-Symbians (ene-ASP ezungeze le eshiwo esihlokweni, amakhulu amadola).