CEO Cook blamed it for the slowdown in iPhone sales in the Chinese market, dragged down by uncertainty in Sino-US trade relations. This caused Apple's stock price to fall after the market and triggered a larger decline in the stock market; at the same time, it triggered a "flash

Reference News Network reported on January 4 According to foreign media reports, Apple lowered its current quarterly revenue estimate on the 2nd, and CEO Cook blamed it for the slowdown in iPhone sales in the Chinese market, dragged down by uncertainty in Sino-US trade relations. The news caused Apple's stock price to fall after the market and triggered a larger decline in the stock market; at the same time, it triggered a "flash crash" in the foreign exchange market.

Reuters reported on January 2 that Apple is the signature of American companies in many parts of the world. Cook said the Chinese government has not taken action on Apple's products, but some consumers may choose not to buy iPhones or other Apple devices because Apple is an American company.

report pointed out that some analysts questioned the impact of Apple's own actions.

Apple expects revenue for the first quarter ended December 29, 2018 to be $84 billion, while Refinitiv IBES data shows analysts' estimates of $91.5 billion. Apple originally estimated revenue for the quarter to be between $89 billion and $93 billion.

Cook said that the main reason why the company's revenue was lower than expected and the year-on-year decline in global revenue was due to poor sales of iPhone, Mac and iPad in Greater China.

reported that this is the first time since Apple launched the iPhone in 2007 that it has issued a revenue warning before it will release its quarterly report. Apple's stock price closed slightly higher at $157.92 during the 2nd period of regular trading, but after lowering revenue estimates, it fell 7.7% in after-hours trading, with its market value falling below $700 billion.

In fact, the outside world seems to have predicted the poor sales of Apple. As the global smartphone market is approaching saturation, iPhone sales growth has been weak.

report said that after several component manufacturers predicted weaker sales in November 2018, many brokerages lowered their iPhone production forecasts in the first quarter, which led some market observers to believe that the iPhone has reached its peak in several key markets.

reported that when Apple released its financial forecast in November, Cook attributed the company's lower-than-expected revenue forecast for the first quarter of the fiscal year to slow growth in emerging markets such as Brazil, India and Russia. However, Cook specifically pointed out that he "will not classify China in this category."

It is reported that in recent months, Cook has publicly opposed trade tensions and has even discussed the matter with US President Trump . Apple's supply chain has deep roots in China.

Cook said: "I do think it is in the best interest of both countries to establish a strong trade relationship. This is a major agreement between the two countries, extremely complex and obviously needs to be updated. There is no doubt about this. Companies can play a key role in making the two countries unite and cooperate."

The picture shows a new mobile phone purchased in an Apple store in Tokyo, Japan. Xinhua News Agency /Reuters

[Extended Reading] Is it a big drop or a big rise? Regarding Apple, analysts have something to say -

Reference News Network reported on December 31 Taiwan media said that Apple experienced ups and downs in 2018, and its market value officially exceeded US$1 trillion in August. However, after November, due to the bleak performance outlook and no longer announcing iPhone sales, the stock price fell all the way, and its market value fell below US$700 billion. Some analysts pointed out that the recent US stock market fluctuations are severe, and Apple will face "the strongest headwind in 10 years" and its stock price may plummet. But some analysts also hold different views.

According to Taiwan's China Times on December 29, Pelham Smithers, managing director of market analysis agency Pelham Smithers AsSoChiates, pointed out that doubts such as Apple's patent infringement lawsuits with Qualcomm and weak smartphone sales may cause Apple's stock price to fall sharply.

reported that, however, Gene Munster, a well-known technology analyst who has been observing Apple for more than 10 years, believes that Apple is expected to become the most outstanding stock in 2019. First of all, US regulators will pass privacy protection regulations in 2019, and Apple has long been committed to protecting consumer privacy information, which will be minimally impacted. Secondly, it is expected that the United States will start upgrading its 5G network as early as 2020, and Apple will benefit from it. Minster also predicts that Apple will spend $1.4 billion to produce original program content in 2019 and launch audio and video streaming services in the same year, which is expected to drive operational growth.

The picture shows a variety of mobile phones launched by Apple.(Xinhua News Agency/ AFP )

(2018-12-31 00:14:01)

[Extended Reading] is far from over! Qualcomm Apple's patent war may cause a big crisis -

Reference News Network reported on January 2 Taiwan media reported that the patent war between Qualcomm and Apple is becoming more and more intense, and it is bound to be from the road show in 2018 to 2019. Jim McGregor, chief analyst of Tirias Research, bluntly stated that as the "tit-for-tat" between the two sides continues to heat up, the fate of the entire wireless industry may fall into crisis.

According to Taiwan's China Times on December 27, 2018, the patent war between Apple and Qualcomm is continuing to heat up. McGregor pointed out that the focus of the dispute between the two sides is the licensing model of intellectual property rights (IP) and the licensing fee rates related to the wireless industry. This is not only a war between Apple and Qualcomm, but also a concern for the entire wireless industry. As a leading innovator and IP licensee, "Qualcomm is neither the first nor the last company to become Apple's target.

report quoted McGregor as saying that patents represent IP. In many cases, IP is exclusively retained as a competitive threshold and will not be easily authorized to other companies. Therefore, if IP is violated, holders can seek compensation or take other actions through legal means. In some cases, IP holders hold Some people are willing to provide their IP to anyone for free, which is usually to establish open-source hardware or software standards, while in other cases, IP holders choose to authorize IP to specific parts of the value chain or possibly all parts of the value chain.

reports that in the semiconductor industry, IP is usually authorized by IP holders to semiconductor suppliers. However, in the wireless industry, IP is authorized to ODM or OEM, mainly terminal device manufacturers, including smart phones and cars. This authorization model was pioneered by early wireless suppliers such as Ericsson , Motorola and Nokia . However, the wireless industry has changed over the years and has been early. The period is different.

reported that McGregor said that general smartphones may use up to millions of patents, including from wireless network technology for communication to user interfaces and APPs executed on mobile phones. More importantly, it allows anyone to innovate on the most popular computing and communication platforms in the world today. In terms of the semiconductor industry, it allows any semiconductor company to enter the market because of this, without worrying about IP holders or competitors taking revenge.

reported that in the early stages of the development of smart phones, Deyi was one of the leading manufacturers in the field of mobile SoC (single-chip systems) at that time, and more than a dozen semiconductor companies actively entered this market. Over time, such as Intel , Chaowei and Deyi, have successively withdrawn from the market. , while other businesses, such as MediaTek and several mainland startups, have begun to enter the market. Apple, Huawei and Samsung have also begun to design their own SoCs. At the same time, the performance of mobile SoCs has improved to the point where they are close to PC processors, and wireless interfaces have reached or exceeded wired interfaces. Smart phones have become the main device for more than half of the world's population to provide applications such as taking photos, recording, playing games, watching videos, electronic communications and social networking.

reported that Apple pays licensing fees through its IP partners, especially SEP. According to Tillias Research, Apple pays hundreds of patents to all IP holders for each iPhone less than $20. This means that in the company's billion-dollar R&D investment, the iPhone X accounts for less than 2%, and these proportions will also decrease over time. Even if the overall patent library increases, Apple can bring more than $200 million in profits per year for every $1 reduction in IP cost.Apple has also filed complaints with global regulators in an effort to change the licensing model, demanding that semiconductor IP licensing be pushed to chip suppliers rather than OEMs, which may force all IP holders to directly authorize specific parts of the smart phone value chain instead of focusing entirely on terminal devices. Overall, a significant reduction in licensing fees and changes in licensing model may have a huge impact on the wireless market.

picture shows people experiencing Apple phones. Xinhua News Agency

(2019-01-02 00:19:02)

[Extended Reading] Who says Apple is "betrothed around"? The investigation said that XR has become a tool to make Android users turn against

Reference News Network reported on December 28 According to Taiwan media reports, although Apple phones have poor sales in some countries and regions recently and are even "embracing around", the CIRP survey of the US consumer intelligence research organization found that Apple's latest mobile phones are more attractive to Android phone users than in the past few years.

According to Taiwan's Juheng Network on the 26th, although some important Apple suppliers have lowered their forecasts, various signs also show that overall demand for iPhone XS, XS Max and XR is relatively weak. However, this finding is surprising.

reported that the survey found that within 30 days after the XR was released, about 16% of Apple users "changed jobs" from Android mobile phone users, which was slightly better than before.

reported that CIRP co-founder and partner believes that the iPhone XR seems to be more attractive to current Android phone users. Based on pricing and features, it can be inferred that Apple positioned XR as a "weapon" to attract Android phone users.

report said that Apple's vice president of product marketing said in a recent interview that XR has been Apple's most popular iPhone model since it started selling.

The picture shows iPhone XR. Data picture

(2018-12-28 00:10:01)