More than 61 million iPhones Apple sold in the first quarter
- two-thirds of sales are attributable to the smartphone and also the new
record. Nevertheless, the market reacts excessively enthusiastic.
Apple is - in terms of revenue share - more and more to the
one-product company: The iPhone brought the US company new record figures for
the January March quarter, sales rose to 58 billion dollars.
This is mainly due to the success of the new iPhone 6 was
responsible 61.2 million units Apple sold, and exceeded projections
significantly. This smartphone attributable more than two thirds of all Apple
revenues.
Especially in China, where Apple posted 71 percent higher
sales than a year earlier, the iPhone is a 6 Star: Thanks to him, Apple took in
the country for the first time more money than in the whole of Europe. In Korea
and Vietnam, the new iPhone Apple brought new sales records, in Germany, sales
grew year on year by more than 80 percent. Apple may be thanks to the iPhone in
the global smart phone market is expected to push back against the eternal
rival Samsung.
Cook still sees room for improvement
The high margin of the device, Apple also set another
record: Over 40 percent of the previous quarter revenues are net income before
taxes. "We see that more and more people switch to the iPhone 6 than in
previous product cycles," said Apple CEO Tim Cook. So far, however, only
20 percent of iPhone users are on the go with the new device, Cook looks so
still further growth potential.
Figures on the launch of the Apple computer clock Watch,
however, Cook called not because all sales are incurred only in the current
quarter. This is noteworthy because Apple on previous product launches never
stingy with enthusiastic press releases and pre-sales to start day.
Even to ask the analysts to Cook declined to comment in more
detail - therefore include various analyzes already that Apple has bigger
problems with it to produce enough units for pre-order, and so remain below the
forecasts. Who ordered an Apple Watch currently has to wait at least until June
on the device.
Perhaps because of these problems, probably due to high
marketing costs to launch the Watch says Apple for the coming quarter were
slightly declining margins ahead - also remarkable as analysts previously
always expected it to the Watch a higher profit margin brings as all other
devices of the group.
Demand for expensive models could fall
However, even the start of the Watch does not change Apple's
basic problem: Since it is directly linked to the success of the iPhone -
without an iPhone version 5 or later does not work the clock - not reduces
Watch Apple's dependence on the smartphone market, on the contrary: Only the
success of the iPhone guaranteed demand for the Watch.
Market researchers expect that the demand in the smartphone
market could subside especially on expensive high-end models at the end of the
year. That could bring for Apple bigger problems than the Asian competitors
that compete with middle class models below the iPhone. Various analysts
questioned at the latest figures, which product Apple could break free from its
dependence on the smartphone market in the long term.
The iPad is definitely not suitable as a redeemer - his
sales figures fall constant: only 12.6 million units Apple sold in the quarter,
about 25 percent less than the same period last year. So Apple had to give for
the fifth consecutive sales declines in tablet known.
Apple has with the iPad a real problem: Unlike the iPhone
users to buy not every two years a new device, but use their iPad like a long
time as a PC. Even the first iPad in 2010 as Internet surfing device still as
fit as a current iPad Air 2.
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