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对APPLE, 最可怕的是市场饱和了
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对APPLE, 最可怕的是市场饱和了# Stock
p*r
1
Less and less people want to spend over $500 every year to upgrade phone and
tablet because 1-2 years old models are good enough.
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c*r
2
三星在旁边爽得不行,怎么解释?
今天在WSJ登了整整8个版面的S4广告。。。
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p*r
3

In 2009, Apple didn't even do any 广告, can sell every phone at list price.
This year, probably is the last year some people will do the upgrade.
After this year, what other thing can attract you to upgrade, may be
foldable display(I guess next year probably it's still not mature).

【在 c*****r 的大作中提到】
: 三星在旁边爽得不行,怎么解释?
: 今天在WSJ登了整整8个版面的S4广告。。。

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k*1
4
不光cell phone saturated, PC, iPad, netbook markets are all saturated. I
have one desktop PC, two laptops, two iPads, one chromebook, two cell phones
.
I only use one laptop everyday, why I need so mant stuff?
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a*s
5
right. 没有创新就不用upgrade了。折腾。
iphone迟迟不出大屏幕,市场被三星和其他品牌抢占。
apple的光环也日渐衰弱。

.

【在 p*********r 的大作中提到】
:
: In 2009, Apple didn't even do any 广告, can sell every phone at list price.
: This year, probably is the last year some people will do the upgrade.
: After this year, what other thing can attract you to upgrade, may be
: foldable display(I guess next year probably it's still not mature).

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g*7
6
只能寄望于其他地区了。
美国增长潜力不大。

phones

【在 k**1 的大作中提到】
: 不光cell phone saturated, PC, iPad, netbook markets are all saturated. I
: have one desktop PC, two laptops, two iPads, one chromebook, two cell phones
: .
: I only use one laptop everyday, why I need so mant stuff?

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p*r
7

phones
Exactly, for iPad. after iPad3, there is not much new thing worth to upgrade
. for iPhone, after iPhone4, there is not much to upgrade.
Samsung along with HTC made game changes by introducing 4.3-5.5" display
smart phones. Note 2 is the top selling smart phone in China now.

【在 k**1 的大作中提到】
: 不光cell phone saturated, PC, iPad, netbook markets are all saturated. I
: have one desktop PC, two laptops, two iPads, one chromebook, two cell phones
: .
: I only use one laptop everyday, why I need so mant stuff?

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r*e
8
低端市场像中国印度也没它的份了,安卓山寨机到处都是。

【在 g********7 的大作中提到】
: 只能寄望于其他地区了。
: 美国增长潜力不大。
:
: phones

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p*r
9

Yes, When Chinese companies are in the market place, price will
collapse. That has been proven in many areas, from steel, aluminum, solar
to desktop PC, laptop PC and mobile devices eventually.

【在 r*********e 的大作中提到】
: 低端市场像中国印度也没它的份了,安卓山寨机到处都是。
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