Thursday, April 25, 2013
Microsoft Surface both in product, brand, shipments
Microsoft Surface both in product, brand, shipments, market share, revenue and profit indicators such as Apple's iPad is not on a level, how can you say to iPad? Don't worry, let us slowly road.
Microsoft and apple have recently released their earnings, because intelligent mobile phone market competition is becoming increasingly fierce and the traditional PC market quarterly decline substantially, Microsoft and Apple seems to be that pressure in the tablet computer, the industry is also used to measure the apple and Microsoft's future.
Results came out, Apple's revenue grew 11%, profits fell 18%; Microsoft revenue grew 18%, profit growth of 18.5%. And Microsoft has double the growth in revenue and profits, in addition to batch industry analysis of the Windows8 authorization service, market performance of its Surface tablet computer is not.
Similarly, Apple's sharp decline in profits, in addition to iPhone, low profit iPad Mini sales exceeded Apple forecast is also the main reason. According to industry analysis, due to the launch of iPad Mini, the average price of iPad in the first quarter of this year (ASP) compared with two years ago has fallen to $200, at $499, which will undoubtedly lower gross margin of iPad.
In contrast, since last year after the release of Microsoft Surface plate, the high prices did not decline, and at the time of launch, the industry through the disassembly analysis, think Surface flat profit to be higher than the apple iPad. Therefore, the analysis thinks, a conservative estimate of Microsoft Surface in the first quarter of 60 - although only around 1000000 of sales, but contributed nearly 4 - about $700000000 in revenue, to Microsoft for profit, although there was no statistical analysis and clear, but from the front of the wool interest rate is higher than that of iPad estimation, at least wool interest rate is high.
Undeniable, compared with the apple iPad $8746000000 in the first quarter revenue, Microsoft Surface iPad 1/10 - 1/20 revenues (not worth mentioning in flat computer market and industry point of view), but for their overall business performance, especially the pulling effect of profit is quite different. If the iPad sales of 19500000, the most optimistic estimate of the Surface (that is, sales limit) was 60 - 1000000 included, as Apple's second main business iPad so large plate, when iPhone when facing increasing competition in the intelligent mobile phone market, not from the strategic angle to Apple's results (revenue and profit) to effectively support, the current flat-panel computer industry is in rapid development period, the competition is very fierce, but far less than the strength of the intelligent mobile phone, in this industry development trend of relatively favorable, strategy and competitiveness of apple iPad is questionable, at least it has not fully played out as the strategic role of Apple's second main business.
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