Last week, Apple released two new iPad, namely the tenth generation iPad and M2 iPad Pro. On October 26, these two iPads were officially released. Unexpectedly, iPad10 broke the issue on the day of its release, and the third-party price was lower than the official website price of 200-500 yuan.
Currently, on some third-party e-commerce platforms, the starting price of 64GB iPad 10 is 2988 yuan, which is 611 yuan lower than the price of 3599 yuan on Apple's official website . This price is not only close to the price of iPad 9, but is even lower than some high-end Android tablets.
new phone first cancellation has caused heated discussion among netizens and also topped the hot search list. Some netizens think that the price after the break of the issue price is relatively cost-effective, and said that "the third-party price has another 24-term interest-free period, which is worth a wave." Some netizens also said, "My iPad pro can fight for another five years."
In terms of configuration, compared with the iPad 9 released in September 2021, the main difference between iPad 10 is reflected in the use of a USB-C interface instead of a lightning interface, the bionic chip equipped with is upgraded from A13 to A14, and supports 5G network . The iPad Air 5 released in March 2022 supports the latest generation of Apple Pencil and is equipped with a slightly stronger chip. Combined with Apple's price increase, iPad Air 5 is more likely to affect consumers' decision to purchase iPad 10 .
Previously, the same situation was encountered on iPhone 14 Plus. After the official release, the third-party channel price was 400-1,000 yuan cheaper. Market research firm TrendForce said that due to the lukewarm demand for mid-range models, Apple is cutting iPhone 14 Plus production and increasing iPhone 14 Pro production. TrendForce said that the iPhone 14 Pro series' proportion of total production has risen from 50% of the initial plan to 60%, and may further rise to 65% in the future.
Apple encountered challenges in the mid-to-low-end tablet market
Apple's official website shows that the starting price of the redesigned iPad 10 has risen to 3,599 yuan, an increase of has reached 1,100 yuan compared with the previous generation of . The starting prices of iPad Pro 2022 11-inch and 12.9-inch models are 6799 yuan and 9299 yuan respectively, up 600 yuan and 800 yuan respectively compared with the previous generation.
not only new products have increased, but old products on sale on the official website have also increased. Among them, the price of iPad 9 has increased by 100 yuan to 2599 yuan, the price of iPad mini 6 has increased by 200 yuan, and the price of iPad Air 5 has increased by 400 yuan.
iPad product line has always been one of Apple's important product lines.
In terms of market share, according to the data released by IDCh, the annual tablet shipments reached 168.8 million units in 2021, of which Apple ranked first with a market share of 34.2%, with shipments reaching 57.8 million units.
However, As consumers' enthusiasm for the tablet market gradually fades, market demand has also begun to gradually slow down . The global tablet shipments in the second quarter of 2022 released by international data company IDC showed that tablet shipments in the quarter reached 40.5 million units, and increased by 0.15% year-on-year. Among them, Apple maintained the first place with 12.6 million units shipments, a year-on-year decrease of 2.89%, and its market share reached 31%.
Apple financial report shows that revenue in the third quarter was US$83 billion, a year-on-year increase of 2%; net profit was US$19.44 billion, a year-on-year decrease of 10.6%. The iPad revenue was higher than expected, but the $7.224 billion figure was still down 2% from the same period last year. Apple CEO O Cook said the decline in iPad revenue was dragged down by supply restrictions and strong US dollar.
Apple's financial report shows that in the nine months ended June 26, 2022, iPad net sales were US$21.118 billion, a year-on-year decrease of 6%. During the same period, the net sales of iPhone and Mac rose by 6% and 10% respectively.
During the reporting period, iPad is the only category of Apple's products with negative net sales growth . The financial report shows that this is mainly due to the decline in net sales of iPad and iPad Air. At the same time, their partial decline was offset by the increase in net sales of iPad mini.
Domestic tablets are benefiting from the upward trend of the industry .According to data from research institutions IDC and Canalys, in the shrinking situation of the consumer electronics market, shipments in China's tablet computer market increased by 21.8% year-on-year in 2021, the highest increase in shipments in the past seven years, and increased by 4.3% year-on-year in the second quarter of this year.
It can be seen that in the mid-to-low-end market Apple tablet products have been challenged by Android manufacturers, such as Lenovo , Honor, Xiaomi , etc., and the iPad market share may be reduced as a result. Apple obviously adopted the same strategy as the iPhone, which is to increase prices on high-end product lines to ensure profits, because for Apple's best-selling products, consumers will still pay for the price increase.
iPhone14 One week after the release of
Scalper cried and said he had "smashed his hands"
At 1 a.m. Beijing time on September 8, Apple held its annual autumn new product launch conference, at which Apple announced the new iPhone 14.
For Niu Ming, the annual Apple new product launch conference is like the "technology event" in the scalper world.
"At this time of year, we will start grabbing." Niu Ming said that according to past experience, as long as you start quickly, you can definitely make money. When
iPhone4 was first released, a scalper sold at Zhongguancun at a high price of 20,000 yuan. Four years later, iPhone6 set a new record. The scalper had the highest quotation at that time, reached an astonishing 28,000 yuan , with a price difference of nearly 10,000 yuan.
"A iPhone can earn up to five or six thousand yuan, and it is normal to earn more than 300,000 yuan a month , and the most powerful ones can even earn more than one million yuan." Niu Ming said that after the iPhone 14 was released this year, his scalpers were still crazy. This year's new phone launched the "Lingdong Island" function, and such functional changes have caused shock in the scalper world. "According to past experience, as long as Apple makes changes to new phones in the past, citizens will start to grab crazy."
However, according to Wall Street News, the recycling price of an iPhone 14 Pro in a stall in Hunan shows that at 11:00 on September 16, the premium of this model is about 900 yuan, and the premium is 700 yuan after 18 minutes. After two hours, the premium is only 300 yuan...
iPhone 14 even fell below the issue price. The most exaggerated one is the iPhone 14 512G, which is 739 yuan lower than the official initial price.
htmlOn September 17, even the price of iPhone 14pro dropped rapidly, and scalpers were panicked. But at this moment, some users began to "harvest" scalpers in reverse.
Some netizens broke the news that they had grabbed two iPhone 14 Pro Maxes, and was sold to scalpers at an additional price of 1,600 yuan in the morning. The next afternoon, when the official website price was increased by 100 yuan, I bought it from the scalpers. Rounding it is equivalent to making 3,000 yuan in pure profit .
Some netizens said that after selling the phone to scalpers, they bought it back for a profit of 3,000 yuan (Photo source: Internet)
"If it cannot be sold, they can also return the product directly." Niu Ming said that the Apple phones stocked by scalpers through various channels cannot be returned. If they cannot be sold, they can only be smashed in their hands.
htmlOn September 18, the topic of "scalper complaining that Apple has paid 100 yuan for 14 yuan" has become a hot search. A technology blogger revealed that the scalper in the landmark Guangzhou said on his circle of friends that the Apple phones bought from the price increase could not be sold at all, and he had to set up street stalls on the roadside to sell them at a loss. In these short videos of setting up stalls, bloggers said that "the situation this year is not good."
scalpers sell their iPhones on the street (Photo source: Internet)
There are also big V bloggers saying that Huaqiangbei's scalpers were collectively defeated and no one wanted to sell iPhone 14.
As of the afternoon of September 21, Niu Ming was still selling 7 iPhone 14s in his hands at a loss. "If you don't sell it, you'll lose all your money." Now, Niu Ming has begun to consider transforming and withdrawing from the scalper industry.
Global electronic product sales declined continuously
Most digital brands are "mixing" worse than Apple
On October 27, third-party market institution Canalys released the China mainland smartphone market report for the third quarter of 2022. The report shows that the shipments of smartphones in mainland China reached 70 million units in the third quarter, an improvement over the second quarter, but the market is still hovering at a low level, down 11% year-on-year. Compared with the same period last year, Apple is the only growing manufacturer in the mainland Chinese market, while "Rongmi OV" has declined by about 20%, and OPPO has declined by 27% year-on-year.
Image source: Canalys
According to the product sales report of the global smartphone market in the third quarter of 2022 released by Canalys, The global smartphone market fell 9% year-on-year in the third quarter of 2022, and the global smartphone market fell for the third consecutive quarter, which is also the worst third quarter since .
This report also mentions the specific share of the global smartphone market in the third quarter of 2022. Among them, , Samsung occupies the top position with a market share of 22%, which is mainly due to its reduction of channel inventory through vigorous promotions.
Apple ranks second, and is the only brand among the top five to achieve positive growth . Due to the relatively strong market demand for iPhone, Apple's share in the overall market downturn reached 18%.
Xiaomi ranks third, with a market share of 14%, which is not much change compared with the same period last year; OPPO is fourth, with a share of 10%, lower than the same period last year; vivo is fifth, with a share of 9%. The report mentioned in the report
that consumers postponed the purchase of electronic hardware and put other necessary expenses first. This may continue to hit the smartphone market in the next 6 to 9 months.
digital products that also suffer from sales difficulties, as well as personal computers: On October 11, Canalys released the global PC shipment report for the third quarter of 2022, which showed that the total shipment of desktop and laptops fell by 18% to 69.4 million. Among them, the shipments of laptops were the most affected by , a year-on-year decrease of 19% to 54.7 million units; the shipments of desktops were relatively stable, with a total of 14.7 million units, a year-on-year decrease of 11%.
Data from another research company Gartner Inc. also showed that global shipments in the third quarter fell 19.5% from the same period last year, the largest drop in more than 20 years. Gartner analyst Mikako Kitagawa said that "Shipment results this quarter may mark a historic slowdown in the PC market."
Working from home and learning during the epidemic drove a surge in computer demand. Global PC shipments reached 300 million units in 2020, an increase of 13% year-on-year. PC demand in 2021 also performed strongly, with shipments reaching 341 million units, an increase of 15% year-on-year. But since the beginning of this year, the demand for PC consumption caused by the epidemic is receding.
Specifically for manufacturers, the latest data released by Canalys shows that Lenovo maintains a leading position in the global personal computer market, but the shipments of fell by 16% year-on-year to 16.9 million units ; HP fell the biggest among the top five manufacturers for two consecutive quarters, with the shipments of being 12.7 million units, a year-on-year decrease of 28% ; , the third-ranked Dell also saw a sharp decline, with the shipments of being nearly 12 million units, a decrease of 21% .
Apple completed the second quarter orders postponed due to supply disruptions in China and launched a new M2 Macbook, so it outperformed its competitors in the quarter. ranked fourth with 8 million units shipments, a slight increase of 2% year-on-year ; ASUS ranked top five with 15.5 million units shipments, down 8% year-on-year .
Editor: Macun Nicholas Tse
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