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Apple市值兆美元不是夢 (2017-08-01 IEK產業情報網 )

Apple’s stock price hit a record high on Valentine’s Day, February 14, with strong follow-up momentum. The stock price is expected to continue to rise, making Apple’s trillion-dollar market value a hot topic once again. This year is the tenth anniversary of iPhone, and it is the year that big revolution on mobile phone innovation will take place. Mobile phones are still the most dazzling ICT product. Apple is expected to lead the prosperity of the industry in the next ten years.
Apple’s market value has reached $708.3 billion. With the $186 billion capital return in the past few years, the total market value is about $900 billion, which is only one step away from the $1 trillion mark. Under the tax reduction provided by Trump’s Administration, Apple has resumed its growth momentum. Therefore, $1 trillion market value is not an unreachable dream. Warren Buffett increased his purchase of Apple stocks in the fourth quarter last year, and he now has 1.1% of Apple’s share. The latest total value of Buffett’s Apple share is $7.7 billion, making Buffet the biggest winner, which in turn encourages investment in Apple. Therefore, Apple’s stock price and market value continue to rise.
Apple’s revenue declined last year for the first time in a decade. However, Apple is expected to resume its growth momentum this year and next year. Rumer has it that the unit price of iPhone 8 will rise to $1,000, which will make Apple’s net profit hit a new record high this year, exceeding $53 billion. Regarding the key China market, consumers have been expecting this year’s flagship cell phone, iPhone 8, earnestly. Mr. Cook, Apple’s CEO, has been working very hard on this product, hoping to bring Apple back to the leadership position, boost the market share and lay a foundation for stable and prosperous ten years ahead.
Apple’s main product is mobile phone. This year is iPhone’s tenth anniversary, and iPhone 8 will redefine the new generation of smart phone. Experts are optimistic that iPhone 8 will drive a “super long” new cell phone replacement cycle and recreate another 10 years of prosperity of cell phones. iPhone 8’s major revolutionary functions, including the most anticipated OLED screen, wireless charging, AR/VR, 3D sensing and more powerful artificial intelligence features are ready to come out. The praise to iPhone 8 is more than ever.
iPhone 6, launched in 2014, was Apple’s best-selling model, and most iPhone 6 users are ready to change to a new model this year. The estimated shipment of iPhone is 230 million pieces this year and will rise to 236 million pieces next year. Therefore, the test production of iPhone 8 will be shift to an earlier date for the most comprehensive production preparation to welcome, possibly, the biggest sale of iPhone in the history.
At the service side, Apple’s service revenue has increased its proportion year by year to about 15%, becoming Apple’s source of income second to iPhone. Apple has also increased the weight of its own production of TV shows. The recently launched Carpool Karaoke was a big hit. The trailer of the show was released for the first time in the Grammy Award ceremony on February 13, which was Apple’s attempt to become an original film production company.
Apple will transfer from a hardware-based company to a service-based company in the future, and “anything as a service (XaaS)” will become its new business model. All precious life data of consumers will be stored in a super data center, and Apple will become a “life data bank” for the consumers who will rely on and pay for Apple’s cloud smart service in their life time.
At the industry innovation side, Apple embraces excellence and innovation at the same time. Its technological innovation and patents have surprised and amazed the industry. Apple does not seek for quick results but actual effects. It takes a solid and steady pace and adopts a long-term plan for the industrialization of innovative technologies. In the next 10 years, Apple’s cell phone innovation will extend its application. Optimistically, its industrial territory will extend to a variety of smart products, such as wearable smart devices, smart family, smart TVs, smart automobiles, smart unmanned aerial vehicles, smart robots and even smart flying vehicles.
In terms of production management, which is deeply related to the interests of Taiwan’s manufacturers, Apple’s manufacturing expert group will provide designated or customized key equipment to timely control the availability, yield factor and productivity of the production line of OEM factories by big data in order to calculate the most precise production costs. The expert group also fully understands the production and supply capacity of Taiwan’s manufacturers, and thus has the power to bargain for the OEM production costs.
Apple is a super important client of Taiwan’s ICT industry. Among all manufacturers in Taiwan, ICT industry’s top three manufactures, TSMC (NT$4.9 trillion), Hon Hai Precision Industry (NT$1.6 trillion) and Largan Precision (NT$0.6 trillion) are the ones benefiting the most from Apple’s supply chain. It is obvious that Apple’s contribution to Taiwan’s ICT industry is second to none. In the next few years, Taiwan’s supply chain will continue to work with Apply to create a new dynasty featuring $1 trillion market value.
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