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Apple ingresa unos $120.000 millones aprox anuales, de los que de iPhone viene el 50%, luego pocas bromas con él…

5C

Si 5C fuese muy barato hubiese ganado tracción y quitado ventas al 5S y bajado márgenes.. entonces, ¿si no quieres hacerlo, pa qué te metes?? Para probar la sensibilidad del mercado a precio y buscar el precio máximo que el público que está dispuesto a pagar por el iPhone… que no me vuelva a pasar lo que con el iPad Mini y así voy probando.. tiempo a bajar precios ya tendré…siempre tendré un iPhone 5S..

El deal con NTT Docomo y China Mobile realmente les arregla algo?? Pues no…

Apple ingresa unos $120.000 millones aprox anuales, de los que de iPhone viene el 50% (p.e. Apple en el Q3 FY13 cerró con ventas de 35.300 millones de dólares y un beneficio neto trimestral de 6.900 millones de dólares http://www.apple.com/es/pr/library/2013/07/23Apple-Reports-Third-Quarter-Results.html)

Un deal como el de China Mobile y Docomo que te da $3kM fijos de los $60kM, ¿realmente es tan importante, pues va a ser que no…un 5% ayuda pero no resuelve el año. Mirad los netos a añadir a caja (estimando… China Mobile supondría $2.664 millones netos de ventas anuales, y Docomo $1.140 millones)

http://seekingalpha.com/article/1692302-apple-a-500-price-floor-with-ntt-docomo-and-china-mobile-agreements

En todo caso… al lorito…

10/Sept: Keynote de Apple

12 Sept: Icahn mete más madera http://www.siliconnews.es/2013/09/12/carl-icahn-invierte-en-acciones-de-apple/

En resume, para mí están llevando a cabo una estrategia de fijación de precios para el iPhone de bajo coste, del que tanto dependen sus ingresos y futuro… léase mercados emergentes o gama de entrada/media en mercados desarrollados. Será el iPhone 6c el razonable y fruto de esa experiencia??

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