How ecosystem lack of stamina two hundred billion Apple layout the future

Objectively speaking, for a market capitalization of over 700 billion US dollars of the company pick prick is a need courage to do, especially when the company is known as the most Apple fans.

After all, iPhone 6s market is still the most selling mobile phone, Mac adverse economic growth, public expectations for iPad Pro plus, plus more than 700 billion US dollars in market capitalization and $ 203 billion in cash reserves, you must be very strange in these outstanding how the data will come to Apple’s lack of stamina behind the conclusions?

Like Apple’s ad says “change is always changing,” meaning that no one can break the law, Apple, too, as a technology company is difficult to have a never compromised walls, yesterday was the first in the world Today, there may suddenly collapse, look at Nokia is the best example, technology companies may be the best scene so ten or twenty years, and if you are interested to read the global market value of the company over the past few decades the list you will find The most enduring vitality basically like Exxon Mobil this resource companies, and indeed very few technology companies.

Why Apple can quickly become a nearly a decade so attractive company? In fact, the “user experience” words, while supporting the user experience is a set of ecosystem structure from the details to the architecture played. Of course, this is the author of the summary said Joe closer, Steve Jobs’s words, “Why Apple will provide a better experience for users, because Apple is to have the whole system of company products, hardware, software and operating system Apple has, Apple has the ability to assume full responsibility for the user experience, the ability to do many other companies can not do. ”

Apple really rely on impeccable ecosystems most companies do not do something, but people often far behind the glossy accepted desolate, because Apple’s closed ecosystem means that once lost property continue to produce disruptive innovation ability, then attached to the iPad and iPhone developers and content providers will immediately dispersed, like Nokia as quickly stumbled scenario does not occur in the apple body.

Obviously this is not the result of the author obscenity, since entering the Cook era, Apple was criticized the most is no longer hardware innovation, and innovation is a catalyst for Apple’s hardware ecosystem functioning continuously, as Steve Jobs designed ad “We re-invented the mobile phone”, Apple’s profit lies in mobile phones, tablet PCs and innovation to the next terminal, if the user does not like Apple’s end, no matter how powerful the Apple ecosystem, can not escape the fate rest on our laurels and lose to innovate for Apple tantamount to drastic.

Even the latest iOS9 system is also being criticized again and again, many users Tucao function that Apple considered “innovative” in fact already implemented in the Android system, and even some features did what, there is no system iOS 6 to iOS 7 interface dramatic changes . Apple is gradually losing innovation seems to have is an indisputable fact that the data behind it and no one can be a lonely parabola at the vertex, while everyone knows that the top of the parabola behind what is!

Therefore, it is necessary for Apple to use its cash reserves to do something, especially in electric vehicles, mobile payment, smart home, which is full of future electricity providers genes huge market, Apple is there deep thinking and layout? The difficulties they face what is it?

Apple iPhone car can experience instant success?

Apple repairer now is an indisputable fact, even have a price estimate, probably $ 50,000, the price looks very close to the people, but from the author himself that 300,000 of the car, in the United States price is only less than 20,000 US dollar, the price in the domestic market should be close to one million fear price.

Repairer’s remarks about Apple has been popular for many years, and now can erupt so much energy is mainly due to the Cook himself admitted himself, and Cook’s statements I think the most important thing is to let the people it claims after a car Species iPhone experience, fake If, ​​as Cook said, it will be the history of mankind’s most massive mobile Internet devices.

Next we need to explore the content and nature is why can not. First, why is that Apple repairer? This seems to be the essence of a technology company and not commensurate with Microsoft Why not build? Intel Why not build? Apple wants to make cars alone, first, Apple is a technology and human advertised in the fork of the company, its products to become a major part of human process, take a look at the previous iPhone, Macbook, iPad, so its not just a technology company, it can happen all high-tech products and human relations are full of interest.

Second, Apple itself has always been only to Google, Sony, Amazon frequent black Technology companies as the biggest competitor, which means that in the future the strategic necessity to refer to the action of these three companies, but we all know Google driverless project has landed many years, for Apple, naturally can not let Google formed a dominant situation.

Third, although Apple boasted a single product for many years to conquer the world, but the lack of innovation in today’s situation, the product over a single malpractice revealed beyond doubt, iPhone accounted for almost 70% of Apple’s revenue, this is very dangerous, A mistake could face the risk of falls from a height from the top of the parabola, so that much-needed car like this “big business” was added to the capital markets to boost the imagination.

Answers over why, then we should talk about the problem can not, Apple is now cash reserves reached $ 203 billion, which is even close to the automotive industry NO.1 Toyota’s market capitalization (236 billion), so in this repairer the thing without worrying about money.

However car than any electronic products must more complex, for the benefit of the auto giant will never consider the core technology sharing with Apple, plus Cook said let the people have a car after the iPhone experience, means that Apple car there and only there will be an electric version, because the engine mostly by auto giant holds the core technology, and the motor is no such barriers, as Apple, naturally can not look at someone else’s tune.

Cook also worked with Ferrari president Luca di Montezemolo had substantial contact with well-known after the meeting with President of the luxury car brand after the meeting declared: “Ferrari and the presence of the two brands Apple shared values, are focusing on brand, focus on exclusive rights, consumer focus, focus on the environment and so on. “But Ferrari’s keynote and Apple does not match up to act as Apple’s former automotive design consultant, or that future Ferrari cars fitted Carplay, basically there will be no too deep-level cooperation.

The tone of the match and Apple is clearly Tesla, and even some urgency Lee Ji Gong shareholders vigorously match Apple’s acquisition of Tesla, of course, Apple’s financial resources to acquire what Tesla was not too difficult, but awful is strongly together “marriage” of the two parties but no trace of ambiguous signs, why bring that is accustomed to the use of Apple has completely got the idea, you know if Apple’s acquisition of Tesla, at least in leading repairer struggle on the road less two to three years.

This point of view to look at from the company’s operations, although Apple’s future vehicles will also be power-driven, with today’s Tesla Motors almost the same, but Tesla still follow the traditional pattern of industrial companies, own design, your own production, marketing yourself, you know Tesla 510,000 square meters of new factories have to start building. However, Apple’s mode of operation is only to provide design and its own channel, all production is outsourced, such as Foxconn (cars may be run by BMW or Magna International OEM) that Apple apparently not stupid enough to go back to this burden .

So Apple will certainly be making cars this thing go step by step, through the acquisition of money estimated to be difficult to achieve a short cut.

Why Apple Pay no cash embattled community?

If you work in Zhongguancun, the ITC where these office buildings, nearby supermarket every noon must be overcrowded, you wait even longer than the rest of your meal time, you will not complain cashier professional ineffectiveness, while cautioning own solution to the problem is the meal ahead of time, but maybe everyone is not seriously thought about what this situation is the root cause.

In fact, this is not the staff inefficiency, but the change to pay cash movements occupy a lot of time, in addition to the payee in many cases large bill for your very disgusted, but if you are deprived of these links in the ” cash “, then showing a scene will be completely different, so you’ll want to live in a cash society, which can greatly enhance your life experience and efficiency.

In the end what is no cash society, perhaps express an official TfL allows you to have a more clear understanding, the official said: passengers move about in the future only the wrist or swipe the phone can ride yes, in the future of mobile payments will generate disruptive change to the traditional pay-industrial operation, just as the contribution of iTunes in the digital music media sales made by the same.

For mobile payment, Apple is not in the forefront of manufacturers, was launched in 2014, NFC-based Apple Pay, while in 2010 Google began to join the NFC protocol Android system, the most critical is Apple Pay besides lying iPhone inside an application, and there is no advantage at all. So Apple hopes to use hardware charm and simplify the process help the promotion of Apple Pay, though Apple Pay future remains uncertain, especially in the biggest market in China this apple.

First, Apple’s mobile phone penetration rate compared to Android phones, but still has a large gap, only 18.1% of the former, while the latter is as high as 80.4%, objectively speaking at today’s smart phones more and more low-cost, if Apple has been This noble gesture, it accounted for almost two unlikely there will be too obvious change, saying quantitative cause a qualitative change, which means that Apple must first complete the accumulated amount of hardware devices, but this time Android users already rely on micro-channel pay and Alipay walking dominated, Apple Pay very difficult to have the opportunity to squeeze in.

Of course, you might say, China’s huge population base, 18.1% and has also been a lot, it is true, but now the number of users for all iPhone Apple Pay interested in it? In my view the number of a few, the most critical is that even if you are a iPhone user, you can still use the micro-channel payment and Alipay, then only need to open up the bracelet and micro-letters and Alipay linkage, that Apple Watch the advantage will be gone, After all, consumers are more willing to pay for low-cost and habits.

In addition, domestic manufacturers powerful cloning capability is also a major obstacle to Pay Apple, there is news that Apple Pay millet has been in the test class of business, and like Huawei, Meizu, Lenovo and other domestic manufacturers are also planning to launch similar mobile payment business, no doubt domestic manufacturers and micro-channel payment, Alipay behind Tencent and Ali clearly know how to play and the rules of the Chinese market, which is clearly the government’s public relations capacity, Apple can not be compared.

But Apple also is not no chance at all, after all, is Apple Pay China UnionPay payment partner port monopoly as the largest POS machine manufacturers formed a micro-channel, Alipay and other third-party payment platform, which does not have, but Today, there are still differences between Apple and China UnionPay POS machines commission on the distribution ratio, which is the cooperation between the two has yet to below a deep-seated reasons.

From a global perspective, Apple can rely on its strong stance so as to put pressure on banks to promote Apple Pay, and even some competitors revenue under its command is also no problem, but in the Chinese market, then the money even if you do not use any eggs.

Apple’s smart home market inputs and output potential

Smart Home is a trillion dollar market, but Apple’s performance is somewhat absent-minded today, except for those related to patent applications still do not know how long it can be achieved, almost a blank.

The other hand, Google last year to $ 3.2 billion acquisition of Nest– a smart thermostats, smoke detectors and other products known companies, is through Google ecosystem focused on creating intelligent home system, is quite interesting is the founder of Nest exactly iPod’s father Tony Fadell, Apple’s, but he had one of the most right to speak with a few people.

While Google is also intended to lead the future development direction of smart home market, the establishment of an industry coalition, the Alliance aims to encourage manufacturers to use Thread smart home networking standard. Although you may have too much prestige by the founder, and let you have a strong curiosity Nest smart thermostat to know the company, but in fact the dominant Nest intended future communication between the smart home, which is what Google The arm of the root causes of their income, because Google realized that living room revolution will eventually lead to the arrival of the Internet of Things era.

Thread a new coalition including Samsung, ARM, Freescale and American Silicon Laboratories. Intelligent fan manufacturers Big Ass Fans and electronic lock manufacturer Yale is also Thread members. Nest Product Manager Chris Boluo Shen expressed, Thread is a safe and low-power characteristics of network protocols, compared with Wi-Fi, NFC, Bluetooth, Thread more suitable for connecting smart home products. And Correspondingly you will find, in addition to Apple TV, Mac Mini Apple has long been lacking for the home environment in China.

From a psychological point of view, people tend to be inherently good grades and do the check, Apple can not be contrary to the objective laws of nature, love of movement characteristics of the product seems to have become a gene Apple, but the latest Apple Watch still not faded moving character. Apple is not good for the home environment product line layout, but it is the inevitable trend of networking equipment development, and Google has gone on the road, there are some apples in slow motion.

But in my view, has not much time to wait for Apple to achieve patent, now the only effective way is to acquire or equity cooperation, such as a Honeywell company’s Lyric, the company is mainly involved in aviation products and services, buildings , household and industrial control technology, automotive products, turbochargers and specialty materials, is a truly high-tech enterprises, but Honeywell unlikely that company sold Apple, but Apple’s money and influence for the Honeywell reach some kind of strategic partnership is not a problem, while Honeywell advantage in buildings, homes and industrial control technology, Apple apparently can become the era of things right to speak of a catalyst, for Apple is the time to act up.

How do electric providers apple second millennium?

For those who have the Apple product users who, in the way the vast majority would choose to purchase at Apple’s official website alone, such as the author in the hands of iPhone, iPad, without exception, are in Apple’s official website to buy, and therefore objectively Apple It is a strong electricity supplier gene.

Even in the US market to Apple’s online sales are second only to the Amazon, in my view such a good gene not take advantage of Apple is indeed too much pity. For those in the official store to purchase the Apple devices for consumers, most people would choose related or unrelated third-party accessories, because they believed that since these parts are able to meet Apple’s standards, certainly in terms of quality It is excellent, which is obviously rely on the halo effect of Apple’s brand, but did not realize that the halo effect in the broader market for its own arena is.

Although the size of the company, the Amazon is also more apples there is a gap, but in the electricity business market, Apple store alone is difficult to pose a threat to the Amazon, but if Apple willing to spend cash in the bank exists, can build a future and Amazon’s electronic business platform competition is not an impossible thing.

Of course, the best way is to acquire, in my view the fourth largest US retailer Target (Target) is perhaps the most suitable for Apple, because of long-standing relationship between the two is very ambiguous, such as Target years ago Apple has opened dozens of stores in retail outlets in Target this year is to become the largest retailer Apple Watch.

You can buy on Amazon is fully able to buy products at Target, and many times the price advantage, which stems from its 50 years together to create a large channel system, the most critical is Target’s new online shopping Amazon service people feel unique style – from products such as diapers provide regular shipping services, to launch video streaming on-demand service, to offer free shipping and give discounts for members and the like. All of these services are offered by Amazon to follow a similar, many people may not know the network marketing business in the past decade Target are outsourced to the Amazon to do with Amazon gene apparently what Apple needs.

After all, Amazon’s market capitalization of $ 150 billion so that Apple can not and have more ideas, and Apple spent more than 300 billion dollars on large and comprehensive system of channels, as well as the Amazon-style class business platform revenue may be under, abundant capital, Apple’s halo effect and the right to speak in the mobile Internet era, plus sound channel structures, which is obviously the perfect electronic business model, even Amazon has not done so perfectly, while Google’s online shopping site Google Express is completely No electricity supplier of the form, with one fifth of the price of Amazon’s market value beat Amazon, Apple does not have reason to get started?

Written in the last:

In the business world if you have absolutely no chance to say, you might say that if Nokia is not so burdensome system leads to communication is not smooth, and so if you can early in transition, it will not become a decline after the acquisition is Microsoft’s brand, it It does not lead to a thousand people unemployed, which is perhaps a given number of technology companies. Although you can not predict the future, but we must do now, and as open up Xinjiang soil, people feel dull and the same phenomenon may not last long, especially for companies like Apple oligarchs, it must always ponder exactly how you can do the best, especially for future layouts.



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