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The iPhone 12 is already on the market. The importance of the iPhone 12 is that Yuanshui wants to alleviate Apple’s “distant thirst”.
Since October 12, Apple’s stock price has continued to fall.
Regarding the future trend of Apple’s share price, US investment bank Morgan Stanley warned investors on October 23 that Apple’s iPhone revenue could decline in the third quarter of 2020 (the fourth fiscal quarter). but they still believe the iPhone 12 will. Promote future growth.
Overall, despite being mediocre, the iPhone 12 is also popular with users. However, due to the impact of the launch time, it is difficult for the iPhone 12 to affect the performance of this quarter, and its benefits can only be seen in the later period.
We have a saying that far you cannot quench your thirst. For the current Apple, the iPhone 12 is considered “far water”. While the iPhone 12 doesn’t quench Apple’s thirst, in the long run, the iPhone 12 and distant water may alleviate Apple’s “distant thirst.”
Given that Huawei is likely to lose momentum to move forward, Apple’s future looks very good.
However, optimistic estimates are all for the future. Right now, Apple may need to figure out how to deal with Morgan Stanley’s warning: Apple’s iPhone revenue may decline in Q3 2020 (Q4)! It also guarantees that the iPhone 12 should play a positive role in Apple’s future performance.
This requires a new strategy, an off-product strategy.
In the Chinese market, Apple has adopted the most aggressive policy yet: prohibiting online and offline cross-selling.
A few days ago, the media reported that on October 23, Shenzhen Yuanwang Digital Mall notified its partners that it was prohibited to distribute the new iphone12 series to Pinduoduo, Tmall, Taobao, Suning, JD.com, Vipshop, etc. Taiwan was fined 400,000 yuan. Upon verification by the media, the rumors were not false.
IPhone 12 is prohibited from streaming online. Why does it benefit Apple? Will e-commerce platforms shake? This is a question worth pondering.
The root cause of the earlier dispute between Tesla and Pinduoduo was sales channel rights and “bargaining power.”
Today, Apple has issued a “ban” to prohibit distributors’ iPhone 12 from streaming online, and the reason is none other than these two.
In this way, previously chaotic prices will be controlled evenly. Official flagship stores and designated online sales channels will become few outlets.
What is the meaning of these “planned sales”?
First, Apple’s price will be tightly controlled, if you want to buy a cheap phone, you should look at the official face of Apple. Second, Apple’s sales may be affected. However, it is only possible. But they are more likely to increase your sales revenue. Third, the e-commerce platform, before Apple does not change its policy, is likely to be affected. Fourth, the desire of some consumers to spend less in the short term is difficult to realize. Fifth, Apple can adjust prices and supply at any time according to its own needs.
So what is Apple’s confidence in doing this?
Obviously, Huawei is stuck on the chip, the future of the mobile phone business is unpredictable, and competitive pressure is reduced, so Apple is confident enough to do so.
In short, Apple wants to “cut leeks” in the field of iPhone 12 at a high price. And if consumers don’t buy it, Apple has the initiative to cut prices. Under the premise that the supply is controlled by Apple, at least in the Chinese market, it can be ensured that the iPhone 12 can provide Apple with the greatest benefits.
And, there is an unexpected and slightly disappointing vintage, that is, the resellers are said to be back! As to whether the resellers will plant themselves in their own hands this time, it depends on Apple’s “mood”!
iPhone 12, Yuanshui wants to alleviate Apple’s “distant thirst”, it looks very good. However, with the recent impact of Huawei’s mate40 and the siege of Samsung’s new flagship in 2021, the future fate of the iPhone 12 is not very optimistic!
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