华为20万人，研发人_老虎社区_美港股上老虎 - 老虎社区

华为20万人，研发人员最少10万，苹果有几个研发人员？？？!!!漂亮国你不投入怎么有产出？华为上半年营收3100亿人民币，研发投入超过100亿美金（826亿人民币）这么高的投入，为人类提供最新的高科技产品，值得世界尊重！而漂亮国损人肥己，灭绝人类，阻碍科技发展，世界只有唾弃和抛弃！/::D/::D/::D

不是苹果不争气

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DEMO CHINA「创新中国」主办方。创业邦官网：www.cyzone.cn","home_visible":1,"media_name":"创业邦","id":"1034061404","head_image":"https://static.tigerbbs.com/39fa1eaed1f845a885c9e811a7ff05c2"},"pubTimestamp":1695032700,"share":"https://www.laohu8.com/m/news/2368805091?lang=&edition=full","pubTime":"2023-09-18 18:25","market":"hk","language":"zh","title":"不是苹果不争气","url":"https://stock-news.laohu8.com/highlight/detail?id=2368805091","media":"创业邦","summary":"对手太强9月13日凌晨，备受瞩目的iPhone15系列终于揭开面纱，讽刺的是，苹果的市值却在一夜之间没了3400亿。这不是苹果第一次被喝倒彩。缺乏创新是苹果的老毛病了，资本市场早已习惯，不会因为iPhone15没新意就疯狂看空。所以，不是苹果不争气，是华为太能打。丢掉数据线业务对于当下的苹果无疑是雪上加霜，但这还不是最可怕的。2020年8月，游戏公司Epic打响了反抗苹果的第一枪，将后者告上公堂。","content":"<html><body><div><h4 arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"></h4><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/589176a209fd4229b2e06fc6f3802ec5\"/><span></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">来源丨市值观察（ID：shizhiguancha）</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">作者丨<span>文雨</span></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">编辑丨小市妹</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">图源丨图虫创意</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><a href=\"https://laohu8.com/S/AAPL\">苹果</a>正在陷入一种困境，但似乎也没什么好办法。</span></p><p><img src=\"https://static.tigerbbs.com/b270549beddf4ca394d1ee17d5db07b9\"/></p><p><span><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">对手太强</span></strong></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">9月13日凌晨，备受瞩目的iPhone15系列终于揭开面纱，讽刺的是，苹果的市值却在一夜之间没了3400亿。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这不是苹果第一次被喝倒彩。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">两年前的同一时间，库克在苹果新品发布会宣称iPhone13是迄今为止打造的最为出色的iPhone，但用户却给出了一个令人啼笑皆非的结论：iPhone 13与iPhone 12最大的不同，是名字不同。就连苹果“死忠”段永平也加入其中，称“又像往年一样没有新意”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">缺乏创新是苹果的老毛病了，资本市场早已习惯，不会因为iPhone15没新意就疯狂看空。这一次被华尔街砸盘，“责任全在中方”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2020年上半年，华为以44.1%的市场份额排名中国高端手机手机第一，苹果以44%的份额紧随其后，两家平分秋色。随后华为受到打压，高端手机出货量骤降，苹果则趁机吃掉了这部分腾出来的市场，才得以维持增长。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">IDC数据显示，到今年二季度，在中国售价超过600美元的高端智能手机中，苹果占65%的份额，华为则只剩下18%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">但谁也没想到，华为又杀了回来。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Mate 60 Pro横空出世，直接卖脱销，有消息称，华为已经将Mate 60系列手机下半年的出货量目标提升了20%，全年新机出货量至少4000万部。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">智能手机存量市场就那么大，而且每年还在萎缩，有人吃撑了就得有人挨饿。有美国分析师给出预测，由于华为Mate 60 Pro的推出，苹果在2024年的iPhone的出货量可能会减少1000万部。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">所以，不是苹果不争气，是华为太能打。</span></p><p><img src=\"https://static.tigerbbs.com/beabf3d805d6489b991d410db43e3935\"/></p><p><span><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">“刁民”太多</span></strong></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">给库克出难题的，又何止任正非。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这次iPhone15系列最大的一个亮点就是放弃了使用了11年的Lightning接口，改用Type-C，而这同时意味着一块蛋糕被直接切走了。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">市面上在售的Lightning接口充电线都是苹果官方自产，或者是授权配件厂商生产，而成为苹果授权配件厂商需要交付大量费用才能通过认证。有外媒计算过，苹果每年通过卖Lightning接口业务就能轻松赚到50亿美元。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这种把每一分钱都装在自己口袋里的作派让欧盟很不爽，十年前就开始和苹果撕扯，但一直没能拿下。直到去年4月，欧洲议会通过一项法律，要求到2024年底USB-C必须成为消费电子产品的强制标准。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">丢掉数据线业务对于当下的苹果无疑是雪上加霜，但这还不是最可怕的。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">硬件市场总有一个捅不破的天际，每家企业做到最后都要寻求所谓的第二增长曲线，对于拥有超10亿活跃用户的苹果来说，基于硬件卖软件和服务是路径清晰的不二选择。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">过去十年，苹果服务收入占总收入的比重一路上升，目前已达到20%左右，成为苹果第二大业务。高毛利，高增长，很大程度上正是软件与服务业务推动了苹果整体业绩过往的长期向上，但这种雁过拔毛的行为也越来越激起民愤。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">扎克伯格指责App Store收取垄断租金，阻碍了创新，也阻碍了竞争；<a href=\"https://laohu8.com/S/MSFT\">微软</a>总裁布拉德·史密斯则“暗讽”苹果滥用人心。马斯克更是一语道破商机：“苹果应用商店所收取的费用实际上是在全球范围内对互联网征税。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2020年8月，游戏公司Epic打响了反抗苹果的第一枪，将后者告上公堂。随后事态一发不可收拾，包括音乐流媒体平台Spotify、约会软件Tinder母公司Match集团等在内的几十家公司共同成立应用程序公平联盟（简称CAF），反抗苹果的压迫剥削。库克最终做出妥协和让步，宣布对中小企业的抽成比例从30%下调至15%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">但事情显然没完，就像达摩克利斯之剑，始终悬在库克的头上。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">今年7月，超过1500名来自英国的开发者集体诉讼App Store的收费问题，要求苹果支付高达10亿美元左右（7.85亿英镑）的赔偿金额。世界各国也都在研究出台新法规，以期限制苹果通过垄断在全球割韭菜。一旦后期竞争环境生变，软件与服务业务可能会面临重大不确定性，那可是几百亿美元的生意啊。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">根据苹果公司发布的2023财年第一财季度，本季度公司营收1171.5亿美元，与上年同期相比下滑5.48%；净利润299.98亿美元，同比下降13.38%。让人更绝望的是，除服务收入及iPad收入有所增长之外，iPhone、Mac和可穿戴设备、家具和配件等产品收入全线下滑。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">既有业务靠不住，新产品也指望不上。</span></p><p><img src=\"https://static.tigerbbs.com/4fe07a18e09f4babb4c7d4d60998dc76\"/><span arial=\"\" gb=\"\" helvetica=\"\" justify=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"></span></p><p><span><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">希望落空</span></strong></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">苹果的辉煌得益于智能手机行业的爆发，自然也会随着智能手机的退场而退场，想要继续留在牌桌上，唯一的出路是跟上时代步伐。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">智能手机之后，VR/AR是公认的下一代计算平台。早在2015年，苹果就开始组建AR/VR相关团队，项目代号T288，主攻代号N301的VR头显和代号N421的AR产品。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">过去一些年，大厂和小厂都在不断推陈出新，唯独苹果始终保持静默，外界一直坚信库克要憋个大的，到时候直接平替iPhone，引领苹果再次辉煌。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">今年6月，苹果终于发布了首款头显Vision Pro。搭载Micro OLED双眼8K（单眼4K）显示屏，配备M2芯片以及一块全新的R1自研芯片，这是迄今为止头戴设备中最精细、最好的屏幕和最强的芯片。此外，Vision Pro还配备了5个传感器、12颗摄像头、6个麦克风，实现眼球、表情、手势、姿态等全方位追踪，带来全新的交互体验。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">单纯从性能和配置上看，苹果这款产品还是很有竞争力的，但这并不意味着能快速转换成商业价值。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">一方面，Vision Pro定价3499美元（约合人民币24850元）一台，已经吓退了不少人，况且现有应用生态根本撑不起如此高的价值。另一方面，消费电子整体的不景气也间接带崩了AR/VR行业。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">根据IDC的数据，2021年，全球AR/VR头显出货量达1123万台，同比大增92.1%，其中VR头显出货量达1095万台，年出货量正式突破1000万台。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">本以为会是奇点，结果却是顶点。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2022年，全球AR/VR头显出货量为880万台，同比下降20.9%。据TrendForce之前的报告，由于新款高阶设备销售不如预期，2023年全球VR及AR设备出货量将进一步降至745万台。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">有消息称，苹果最初给Vision Pro定下的首年销量目标是300万台，后来降到了100万台，到发布时又进一步降至30万台，可见公司对此也完全没信心。退一万步讲，即便能实现年出货100万台，不过带来30多亿美元的收入增量，相较于每年近4000亿美元的营收来说也根本不解渴。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这一次，苹果真麻烦了。</span></p><p><span><img src=\"https://static.tigerbbs.com/6bb32e99b94843619204115ec64ee6cf\"/></span></p><p><img arial=\"\" auto=\"\" gb=\"\" helvetica=\"\" initial=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/30b1da30b578423b87e851d08e671e1e\" ui=\"\" visible=\"\" yahei=\"\"/></p><p><img src=\"https://static.tigerbbs.com/32599c89a71147b6a97e6eb42c896af3\"/></p><p><img arial=\"\" auto=\"\" gb=\"\" helvetica=\"\" initial=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/49204b81eea349e197fa3f5ea97b3c9b\" ui=\"\" visible=\"\" yahei=\"\"/></p><p><span><img src=\"https://static.tigerbbs.com/e0af9358376348a4a0e6bc08c9f6e13f\"/></span></p><p><span><img src=\"https://static.tigerbbs.com/5c6840a431ee472fa516d3b687f22969\"/></span><span></span></p><p><img src=\"https://static.tigerbbs.com/431610a5da58439bbfc1188c1abf475c\"/><span arial=\"\" gb=\"\" helvetica=\"\" justify=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"></span><span></span></p></div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>不是苹果不争气</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n不是苹果不争气\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1034061404\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/39fa1eaed1f845a885c9e811a7ff05c2);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">创业邦 </p>\n<p class=\"h-time\">2023-09-18 18:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><h4 arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"></h4><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/589176a209fd4229b2e06fc6f3802ec5\"/><span></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">来源丨市值观察（ID：shizhiguancha）</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">作者丨<span>文雨</span></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">编辑丨小市妹</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">图源丨图虫创意</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><a href=\"https://laohu8.com/S/AAPL\">苹果</a>正在陷入一种困境，但似乎也没什么好办法。</span></p><p><img src=\"https://static.tigerbbs.com/b270549beddf4ca394d1ee17d5db07b9\"/></p><p><span><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">对手太强</span></strong></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">9月13日凌晨，备受瞩目的iPhone15系列终于揭开面纱，讽刺的是，苹果的市值却在一夜之间没了3400亿。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这不是苹果第一次被喝倒彩。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">两年前的同一时间，库克在苹果新品发布会宣称iPhone13是迄今为止打造的最为出色的iPhone，但用户却给出了一个令人啼笑皆非的结论：iPhone 13与iPhone 12最大的不同，是名字不同。就连苹果“死忠”段永平也加入其中，称“又像往年一样没有新意”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">缺乏创新是苹果的老毛病了，资本市场早已习惯，不会因为iPhone15没新意就疯狂看空。这一次被华尔街砸盘，“责任全在中方”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2020年上半年，华为以44.1%的市场份额排名中国高端手机手机第一，苹果以44%的份额紧随其后，两家平分秋色。随后华为受到打压，高端手机出货量骤降，苹果则趁机吃掉了这部分腾出来的市场，才得以维持增长。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">IDC数据显示，到今年二季度，在中国售价超过600美元的高端智能手机中，苹果占65%的份额，华为则只剩下18%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">但谁也没想到，华为又杀了回来。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Mate 60 Pro横空出世，直接卖脱销，有消息称，华为已经将Mate 60系列手机下半年的出货量目标提升了20%，全年新机出货量至少4000万部。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">智能手机存量市场就那么大，而且每年还在萎缩，有人吃撑了就得有人挨饿。有美国分析师给出预测，由于华为Mate 60 Pro的推出，苹果在2024年的iPhone的出货量可能会减少1000万部。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">所以，不是苹果不争气，是华为太能打。</span></p><p><img src=\"https://static.tigerbbs.com/beabf3d805d6489b991d410db43e3935\"/></p><p><span><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">“刁民”太多</span></strong></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">给库克出难题的，又何止任正非。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这次iPhone15系列最大的一个亮点就是放弃了使用了11年的Lightning接口，改用Type-C，而这同时意味着一块蛋糕被直接切走了。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">市面上在售的Lightning接口充电线都是苹果官方自产，或者是授权配件厂商生产，而成为苹果授权配件厂商需要交付大量费用才能通过认证。有外媒计算过，苹果每年通过卖Lightning接口业务就能轻松赚到50亿美元。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这种把每一分钱都装在自己口袋里的作派让欧盟很不爽，十年前就开始和苹果撕扯，但一直没能拿下。直到去年4月，欧洲议会通过一项法律，要求到2024年底USB-C必须成为消费电子产品的强制标准。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">丢掉数据线业务对于当下的苹果无疑是雪上加霜，但这还不是最可怕的。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">硬件市场总有一个捅不破的天际，每家企业做到最后都要寻求所谓的第二增长曲线，对于拥有超10亿活跃用户的苹果来说，基于硬件卖软件和服务是路径清晰的不二选择。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">过去十年，苹果服务收入占总收入的比重一路上升，目前已达到20%左右，成为苹果第二大业务。高毛利，高增长，很大程度上正是软件与服务业务推动了苹果整体业绩过往的长期向上，但这种雁过拔毛的行为也越来越激起民愤。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">扎克伯格指责App Store收取垄断租金，阻碍了创新，也阻碍了竞争；<a href=\"https://laohu8.com/S/MSFT\">微软</a>总裁布拉德·史密斯则“暗讽”苹果滥用人心。马斯克更是一语道破商机：“苹果应用商店所收取的费用实际上是在全球范围内对互联网征税。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2020年8月，游戏公司Epic打响了反抗苹果的第一枪，将后者告上公堂。随后事态一发不可收拾，包括音乐流媒体平台Spotify、约会软件Tinder母公司Match集团等在内的几十家公司共同成立应用程序公平联盟（简称CAF），反抗苹果的压迫剥削。库克最终做出妥协和让步，宣布对中小企业的抽成比例从30%下调至15%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">但事情显然没完，就像达摩克利斯之剑，始终悬在库克的头上。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">今年7月，超过1500名来自英国的开发者集体诉讼App Store的收费问题，要求苹果支付高达10亿美元左右（7.85亿英镑）的赔偿金额。世界各国也都在研究出台新法规，以期限制苹果通过垄断在全球割韭菜。一旦后期竞争环境生变，软件与服务业务可能会面临重大不确定性，那可是几百亿美元的生意啊。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">根据苹果公司发布的2023财年第一财季度，本季度公司营收1171.5亿美元，与上年同期相比下滑5.48%；净利润299.98亿美元，同比下降13.38%。让人更绝望的是，除服务收入及iPad收入有所增长之外，iPhone、Mac和可穿戴设备、家具和配件等产品收入全线下滑。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">既有业务靠不住，新产品也指望不上。</span></p><p><img src=\"https://static.tigerbbs.com/4fe07a18e09f4babb4c7d4d60998dc76\"/><span arial=\"\" gb=\"\" helvetica=\"\" justify=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"></span></p><p><span><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">希望落空</span></strong></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">苹果的辉煌得益于智能手机行业的爆发，自然也会随着智能手机的退场而退场，想要继续留在牌桌上，唯一的出路是跟上时代步伐。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">智能手机之后，VR/AR是公认的下一代计算平台。早在2015年，苹果就开始组建AR/VR相关团队，项目代号T288，主攻代号N301的VR头显和代号N421的AR产品。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">过去一些年，大厂和小厂都在不断推陈出新，唯独苹果始终保持静默，外界一直坚信库克要憋个大的，到时候直接平替iPhone，引领苹果再次辉煌。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">今年6月，苹果终于发布了首款头显Vision Pro。搭载Micro OLED双眼8K（单眼4K）显示屏，配备M2芯片以及一块全新的R1自研芯片，这是迄今为止头戴设备中最精细、最好的屏幕和最强的芯片。此外，Vision Pro还配备了5个传感器、12颗摄像头、6个麦克风，实现眼球、表情、手势、姿态等全方位追踪，带来全新的交互体验。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">单纯从性能和配置上看，苹果这款产品还是很有竞争力的，但这并不意味着能快速转换成商业价值。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">一方面，Vision Pro定价3499美元（约合人民币24850元）一台，已经吓退了不少人，况且现有应用生态根本撑不起如此高的价值。另一方面，消费电子整体的不景气也间接带崩了AR/VR行业。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">根据IDC的数据，2021年，全球AR/VR头显出货量达1123万台，同比大增92.1%，其中VR头显出货量达1095万台，年出货量正式突破1000万台。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">本以为会是奇点，结果却是顶点。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2022年，全球AR/VR头显出货量为880万台，同比下降20.9%。据TrendForce之前的报告，由于新款高阶设备销售不如预期，2023年全球VR及AR设备出货量将进一步降至745万台。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">有消息称，苹果最初给Vision Pro定下的首年销量目标是300万台，后来降到了100万台，到发布时又进一步降至30万台，可见公司对此也完全没信心。退一万步讲，即便能实现年出货100万台，不过带来30多亿美元的收入增量，相较于每年近4000亿美元的营收来说也根本不解渴。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这一次，苹果真麻烦了。</span></p><p><span><img src=\"https://static.tigerbbs.com/6bb32e99b94843619204115ec64ee6cf\"/></span></p><p><img arial=\"\" auto=\"\" gb=\"\" helvetica=\"\" initial=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/30b1da30b578423b87e851d08e671e1e\" ui=\"\" visible=\"\" yahei=\"\"/></p><p><img src=\"https://static.tigerbbs.com/32599c89a71147b6a97e6eb42c896af3\"/></p><p><img arial=\"\" auto=\"\" gb=\"\" helvetica=\"\" initial=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" 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60 Pro的推出，苹果在2024年的iPhone的出货量可能会减少1000万部。所以，不是苹果不争气，是华为太能打。“刁民”太多给库克出难题的，又何止任正非。这次iPhone15系列最大的一个亮点就是放弃了使用了11年的Lightning接口，改用Type-C，而这同时意味着一块蛋糕被直接切走了。市面上在售的Lightning接口充电线都是苹果官方自产，或者是授权配件厂商生产，而成为苹果授权配件厂商需要交付大量费用才能通过认证。有外媒计算过，苹果每年通过卖Lightning接口业务就能轻松赚到50亿美元。这种把每一分钱都装在自己口袋里的作派让欧盟很不爽，十年前就开始和苹果撕扯，但一直没能拿下。直到去年4月，欧洲议会通过一项法律，要求到2024年底USB-C必须成为消费电子产品的强制标准。丢掉数据线业务对于当下的苹果无疑是雪上加霜，但这还不是最可怕的。硬件市场总有一个捅不破的天际，每家企业做到最后都要寻求所谓的第二增长曲线，对于拥有超10亿活跃用户的苹果来说，基于硬件卖软件和服务是路径清晰的不二选择。过去十年，苹果服务收入占总收入的比重一路上升，目前已达到20%左右，成为苹果第二大业务。高毛利，高增长，很大程度上正是软件与服务业务推动了苹果整体业绩过往的长期向上，但这种雁过拔毛的行为也越来越激起民愤。扎克伯格指责App Store收取垄断租金，阻碍了创新，也阻碍了竞争；微软总裁布拉德·史密斯则“暗讽”苹果滥用人心。马斯克更是一语道破商机：“苹果应用商店所收取的费用实际上是在全球范围内对互联网征税。”2020年8月，游戏公司Epic打响了反抗苹果的第一枪，将后者告上公堂。随后事态一发不可收拾，包括音乐流媒体平台Spotify、约会软件Tinder母公司Match集团等在内的几十家公司共同成立应用程序公平联盟（简称CAF），反抗苹果的压迫剥削。库克最终做出妥协和让步，宣布对中小企业的抽成比例从30%下调至15%。但事情显然没完，就像达摩克利斯之剑，始终悬在库克的头上。今年7月，超过1500名来自英国的开发者集体诉讼App Store的收费问题，要求苹果支付高达10亿美元左右（7.85亿英镑）的赔偿金额。世界各国也都在研究出台新法规，以期限制苹果通过垄断在全球割韭菜。一旦后期竞争环境生变，软件与服务业务可能会面临重大不确定性，那可是几百亿美元的生意啊。根据苹果公司发布的2023财年第一财季度，本季度公司营收1171.5亿美元，与上年同期相比下滑5.48%；净利润299.98亿美元，同比下降13.38%。让人更绝望的是，除服务收入及iPad收入有所增长之外，iPhone、Mac和可穿戴设备、家具和配件等产品收入全线下滑。既有业务靠不住，新产品也指望不上。希望落空苹果的辉煌得益于智能手机行业的爆发，自然也会随着智能手机的退场而退场，想要继续留在牌桌上，唯一的出路是跟上时代步伐。智能手机之后，VR/AR是公认的下一代计算平台。早在2015年，苹果就开始组建AR/VR相关团队，项目代号T288，主攻代号N301的VR头显和代号N421的AR产品。过去一些年，大厂和小厂都在不断推陈出新，唯独苹果始终保持静默，外界一直坚信库克要憋个大的，到时候直接平替iPhone，引领苹果再次辉煌。今年6月，苹果终于发布了首款头显Vision Pro。搭载Micro OLED双眼8K（单眼4K）显示屏，配备M2芯片以及一块全新的R1自研芯片，这是迄今为止头戴设备中最精细、最好的屏幕和最强的芯片。此外，Vision Pro还配备了5个传感器、12颗摄像头、6个麦克风，实现眼球、表情、手势、姿态等全方位追踪，带来全新的交互体验。单纯从性能和配置上看，苹果这款产品还是很有竞争力的，但这并不意味着能快速转换成商业价值。一方面，Vision Pro定价3499美元（约合人民币24850元）一台，已经吓退了不少人，况且现有应用生态根本撑不起如此高的价值。另一方面，消费电子整体的不景气也间接带崩了AR/VR行业。根据IDC的数据，2021年，全球AR/VR头显出货量达1123万台，同比大增92.1%，其中VR头显出货量达1095万台，年出货量正式突破1000万台。本以为会是奇点，结果却是顶点。2022年，全球AR/VR头显出货量为880万台，同比下降20.9%。据TrendForce之前的报告，由于新款高阶设备销售不如预期，2023年全球VR及AR设备出货量将进一步降至745万台。有消息称，苹果最初给Vision Pro定下的首年销量目标是300万台，后来降到了100万台，到发布时又进一步降至30万台，可见公司对此也完全没信心。退一万步讲，即便能实现年出货100万台，不过带来30多亿美元的收入增量，相较于每年近4000亿美元的营收来说也根本不解渴。这一次，苹果真麻烦了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1642,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":261,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/222313884184624"}