Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Please re-read the article, Jon,. Apple is losing market share in China in the smartphone sector to brands like Huawei and ZTE at the low end and Samsung is doing well at the high end. Dropping market share clearly indicates that Apple is getting squeezed. That is not nonsense, but fact.
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Wifi is not as widely used in China as elsewhere... actually when the iPhone was first released in China its wifi capabilities were stopped because of govt issues... one reason why at that point consumers bought cracked ones from HK that had wifi capability. But even so, wifi is not as widely used here.
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Appreciate the kind comments. Exactly -- Apple cannot let its guard down in China, in either innovation or in sales channel strategy, as the competition here is really catching up on both the high end and low ends in terms of looks, functionality. The other main key is simply distribution. People won't buy what they can't, even if they want it and Apple is too slow in getting product out the door in China.
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Hmmm. Steve Jobs knows everything in the world better than everyone??? Yeah, you might want to rethink your worldview. He was a genius at what he knows and a genius to know what he does not.
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Those stores are not good for Apple because they lose revenue sharing in data. Not much money in just selling a handset without anything else, recurring revenue etc. Phones also lock up during updates so many consumers refuse to even use apps, at least not as much as official phone users, for fear of getting locked out. Thus... Apple loses revenue.
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Good point indeed. In many ways Apple is hamstrung by its supply chain. They need to work on that. One of their issues is that Foxconn is too powerful in their relationship. Eventually that could cause problems is Foxconn has to raise labor and other prices a ton.
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Agreed. The opportunity is enormous here, Apple just needs to move faster. They don't have as large a lead in technology as they did a few years ago. Android is being widely adopted which will help obviously with more apps being made for China.
Appreciate the kind comments Colin. Indeed, companies need to take what I call a China 1st strategy when expanding here... they need to know when to localize and when to keep global paradigms/ standards. SBUX really gets it.
YUM! is another example of an extremely well-run MNC in China (full disclosure, KFC is one of my largest clients). They have a strong mgt team on the ground here, adapt to local conditions in terms of food/ design/ pricing. YUM itself has great price points with Pizza Hut and others. The company will continue to grow fast, outcompeting MCD for sure here.
I wish I too had bought SBUX. I have never actually owned any SBUX stock but it certainly is a good one. The growth will continue in China at a very strong pace.
Appreciate the kind comments, Thank you. Indeed, Starbucks really does an excellent job of training its employees here in China... and retaining. It really is quite amazing the level of service across so many points of sale here. They deserve kudos for that.
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
Could Apple Hit $1,000 A Share? China Holds The Key [View article]
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