Yu Chengdong: the high-end mobile phone is given over to Apple; Netizen: it's more than apple that Huawei falls down

余承东的朋友圈转发，更是引起很大轰动。

Yu Chengdong's circle of friends forwarding, it is caused a big sensation.

华为手机平板电脑的国内市场对苹果来说是高端市场

The domestic market of Huawei's mobile phone tablet is high-end to Apple

这是余成东所说的"放手"的一部分吗？

Is this part of what Yu Chengdong called "let go"?

让我们看一段对话：

Let's look at a dialogue:

考恩公司分析师：第二季度中国市场表现非常好。哪些产品或服务是主要驱动因素？

Cowen & Company analyst: Q2 China market performs very well. What products or services are the main driving factors?

库克：中国第二季度的营收创下新高，所有产品线都实现了两位数的增长，包括全系列的iphone12和新款ipadpro。本季度的业绩增长应该考虑到中国去年第二季度关闭城市的因素。此外，重要的是，三分之二的MAC和iPad买家是新用户。

Cook: China's revenue hit a new high in the second quarter, and all product lines achieved double-digit growth, including the full range of iPhone 12 and the new iPad pro. This quarter's performance growth should consider the factor that China closed its city in the second quarter of last year. In addition, it's important that two-thirds of MAC and iPad buyers are new users.

有三分之二的新用户。看来余承东和他们很亲近。

There are two-thirds of new users. It seems that Yu Chengdong is very close to them.

苹果业绩公布后，管理层召开了电话会议，苹果首席财务官卢卡·梅斯特里负责解释业绩并回答分析师的提问。

After the release of Apple's results, management held a conference call, and Luca Maestri, Apple's CFO, was responsible for interpreting the results and answering analysts' questions.

交叉研究：

Cross Research:

根据二季度报告，贵公司毛利率高达42%，比过去高出许多。背后的驱动因素是什么？

According to the second quarter report, the gross profit rate of your company is as high as 42%, which is much higher than in the past. What are the driving factors behind it?

卢卡·梅斯特里：

Luca Maestri：

第二季度，我们的毛利率达到了42.5%，我们也认为第三季度的毛利率会保持在这个水平，或者说略低于这个水平。

In the second quarter, our gross profit rate reached 42.5%, and we also think that the gross profit rate in the third quarter will remain at this level, or slightly lower than that level.

背后主要有三个驱动因素，其中节约成本是主要因素，其次是有利的汇率和优化我们的产品组合。

There are three main driving factors behind it, among which cost saving is the main factor, followed by the favorable foreign exchange rate and the optimization of our product portfolio.

让我们说些我们能理解的话。什么样的经营才能让毛利润这么高？为什么国产品牌达不到呢？

Let's say something we can understand. What kind of operation can make the gross profit so high? Why can't domestic brands achieve it?

以单个智能手机为例：

Take a single smart phone as an example:

苹果的市场份额为13%，利润为66%；三星拥有20%的市场份额和17%的利润；中国和其他制造商的市场份额高达67%，利润仅为17%。

Apple's market share is 13% and its profit is 66%; Samsung has 20% market share and 17% profit; The market share of Chinese and other manufacturers is as high as 67%, and the profits are only 17%.

诚然，苹果的设计、芯片和生态是其他厂商无法比拟的，但它仍然是溢价最高的品牌。

It's true that Apple has design, chip and ecology that other manufacturers can't match, but it is still the brand with the highest premium.

但其早期的品牌价值已经得到了很多人的认可。除了精彩的广告轰炸，这款产品在卖点上准确把握了消费趋势，并清晰凸显了苹果的美感和印记。所有这些都使得它拥有了极其虔诚的苹果粉丝，并且能够自信地将品牌溢价保持在非常高的位置。

But its early brand value has been recognized by many people. In addition to the brilliant advertising bombing, the product accurately grasps the consumption trend in the selling point, and clearly highlights Apple's aesthetics and imprint. All these make it have extremely devout Apple fans, and can keep the brand premium at a very high position with confidence.

1、

1、

苹果公司将指出，耗费大量劳动力的低成本组装和生产模块已经投放到东南亚和中国，而高成本的研发则留在了美国。

Apple will point out that low-cost assembly and production modules that consume a lot of labor have been put in Southeast Asia and China, while high-cost R & D has been left in the United States.

2、

2、

有那么多细致的成本控制措施。从小角度看，苹果公司以环保的名义取消了耳机和充电器。

There are so many meticulous cost control measures. From a small perspective, Apple has cancelled earphones and chargers in the name of environmental protection.

1继续打造完美形象。

1. Continue to build a perfect image.

苹果致力于到2030年实现整个供应链和产品使用的净零碳排放。

Apple is committed to achieving net zero carbon emissions in the entire supply chain and product use by 2030.

随着110家供应商加入我们的可再生能源承诺，我们将带来近80亿瓦的新清洁能源上网，相当于每年340万辆汽油动力汽车。

With 110 suppliers joining our renewable energy commitment, we will bring nearly 8 billion watts of new clean energy online, equivalent to 3.4 million gasoline powered vehicles per year.

2回报股东。

2. Return to shareholders.

第二季度，苹果为股东带来了近230亿美元的回报，其中包括34亿美元的股息和等价物，以及190亿美元通过公开市场回购1.47亿股苹果股票。

In the second quarter, apple brought shareholders nearly $23 billion in return, including $3.4 billion in dividends and equivalents, and $19 billion in repurchase of 147 million Apple shares through the open market.

三。加快在国内的投资。

3. Accelerate investment in the country.

我们正在以前所未有的速度进行创新和投资，包括加快对美投资，我们承诺在未来五年内为美国贡献4300多亿美元和2万个就业机会。

We are innovating and investing at an unprecedented rate, including accelerating investment in the United States, and we are committed to contributing more than 430 billion US dollars and 20000 jobs to the country in the next five years.

写在最后

Write at the end

综上所述，华为的"倒下"确实给了苹果一个拓展地盘的机会，并在新季度创造了新的业绩纪录。吃不饱，连自己人也喝了一口汤。

To sum up, Huawei's "fall" has indeed given apple an opportunity to expand its territory and set a new performance record in the new quarter. It is not enough to eat, and even their own people also drank a mouthful of soup.

但我们不可能总是酸溜溜的。苹果的高毛利仍然值得深入研究和研究。

But we can't always be sour. Apple's high gross profit is still worthy of in-depth study and study.

如何打破苹果和三星在高端市场的垄断？

How to break the monopoly of apple and Samsung in the high-end market?

如何摆脱海外上游企业的桎梏，快速建立可控的产业链？

How to get rid of the shackles of overseas upstream enterprises and quickly establish a controllable industrial chain?

如何改变企业的旧观念？

How to change the old ideas of enterprises?

所有这些都需要时间来改善。可能需要三年或十年。但我一直认为，只要观念改变了，付出一定的代价未必是好事。

All these will take time to improve. It may take three years or ten years. But I always think that as long as the concept has changed, paying a certain price is not necessarily a good thing.

话题：市场上有句话，只要中国人知道，东西就会便宜。如果未来国内企业彻底打通产业链，手机或苹果手机会不会大幅降价？

Topic: there is a saying in the market that as long as the Chinese know it, things will be cheap. If domestic enterprises thoroughly open up the industrial chain in the future, will mobile phones or apple phones be greatly reduced in price?

-结束-

-END-

如有侵权，请联系删除。

If there is any infringement, please contact to delete it.

Link：https://new.qq.com/omn/20210430/20210430A0FTIH00.html

update time：2021-05-01 10:46:34