Kamfanonin fasaha na Amurka suna cikin ɗumi lokacin sanyi idan kuka kalli farashin hannun jari. Hasashen tattalin arziki na gwamnatin Arewacin Amurka na taimakawa wannan. Ga Apple yana da dadi musamman, saboda ya zuwa yanzu wannan shekara Apple ya kai matuka 11 na kowane lokaci, ba tare da ci gaba da tafiya ba, ranar Talata da ta gabata ta kai sabon matsakaici a kara sama da 2% a cikin kwana daya kacal, har zuwa $ 144,12 a ƙarshen jiya. UBS yayi hasashen cewa hannun jarin Apple na iya kasancewa tsakanin $ 175 da $ 200 a cikin shekaru masu zuwa kuma ya bayyana shi tare da nazarin ma'anar tattalin arzikin kamfanin.
Duk abin yana da alaƙa da lokacin balaga na samfuran kamfanin. Halin da ya dace shine a sami samfuran samfuran a matakai daban-daban na balaga. A gefe guda, sabon iPhone da aka sake fasalta shi a ƙarshen shekara, ya kamata ya haɓaka tallace-tallace wanda ke ba da ci gaba mai ɗorewa, aƙalla a cikin shekarar 2018.
Tun daga wannan lokacin, bai kamata wayar Apple ta kawo yawancin kuɗin shigar kwata-kwata ba. Saboda haka zai zama jujjuyawar sabbin abubuwa a cikin:
- da Macs tare da sababbin masu sarrafawa, wanene ya san idan tare da ƙarin RAM. MacBooks mai haske ko wartsakewar MacPro.
- da iPads, tare da karin fasali, wasu suna dab da amfani da Mac.
- apple Watch tare da ƙarin fasalulluka waɗanda suka dace da iPhone da
- apple TV mai amfani sosai, wannan yana ɗaukar iko ba kawai na talabijin ba, har ma da gidan.
Waɗannan samfuran ya kamata su kasance "fara daddawa" a yanzu a cikin sashen R&D na kamfanin.
Milunovich ya kuma yi imanin cewa akasin haka na iya faruwa. Zai zama wani yanayi ne wanda sabuwar iPhone bata kai adadin tallan wadanda suka gabace ta ba, ko sauran kayan Apple: Macs, iPads, Apple Watch, ba su kai matsayin gamsuwa da masu amfani suke bukata ba. A wannan yanayin, rabon Apple zai yi ciniki kusan € 125 / rabo.
Yayin da mai nazarin na UBS Milunovich, yayi la'akari da cewa $ 200 / rabon yana da kyakkyawan fata, $ 175 rabon yana da sauƙin isa. Wasu lokuta masu zuwa:
Hatsarinku mai yuwuwa shine farashin ya isa $ 175 / share , wannan ƙimar ta wuce 21% akan matakan yanzu. Wannan na buƙatar ci gaba da samun kuɗin shiga. "Amma a matakin rage gudu", a cikin siyar da iphone, saboda waɗannan na iya dakatar da haɓaka, tunda sabbin samfuran suna samun nasara ne kawai ta hanyar matsakaici kuma suna da ɗan kaɗan gefen iyaka.
Za mu gani yayin da watanni ke tafiya, idan kamfanin UBS yayi daidai a cikin hasashen sa.