https://tinyurl.com/yyyhgux4
Picked up by AppleInsider, a new report from JP Morgan reveals Apple has
managed to cut the cost of building the iPhone 11 compared to the iPhone XS
by up to 12%. But users are unlikely to reap the benefit of this.
蘋果努力的把iphone 11的製造成本砍了12%，但消費者享受不到
JP Morgan says the bill of materials for the iPhone 11 has been reduced by
between $30 and $50 and with the bill of materials for Apple’s flagship
iPhone XS Max priced at only $433 that’s a lot (7-12%). JP Morgan pegs a lot
of this on a reduction in memory prices, but Apple has also cancelled a major
iPhone XS feature this year which will undoubtedly help iPhone 11 prices.
iphone 11的成本大概少了$30~$50美元。相對於iphone XS Max的製造成本$433，
這其實是很高的比例（7~12%)。除了記憶體跌價外，3D touch也被拿掉了。
So why won’t users enjoy the savings as well? It’s political. JP Morgan
says that Apple will use the reduced costs to absorb the threat of 10%
tariffs being placed on Chinese electronics (the vast majority of iPhones are
made in China) in the ongoing trade war between China and the United States.
That said, even then Apple may not play fair.
所以為什麼使用者享受不到呢？因為蘋果是要拿來吸收10%關稅的成本
JP Morgan notes that 10% tariffs would have an 8% earnings impact if Apple
absorbed the tariffs but two-thirds of iPhones are sold outside the US and no
price cuts are planned for other regions “meaning Apple will still overall
benefit from the reduced production cost.” Apple is also not expected to cut
US prices, even if the 10% tariffs fail to materialise.
如果蘋果吸收了這10%的關稅成本，會影響到8%的獲利。問題是2/3的iphone賣到海外，
而其它地方並不會因此而降價。這表示，降低成本只是單純讓蘋果賺的更多。
另外，就算關稅沒有成真，蘋果還是不會降價。
Perhaps the bigger question, however, is whether the iPhone 11 will actually
do enough to justify retaining the same price point as its predecessor.
Recent leaks have revealed the big news Apple hoped to keep quiet and it
certainly boosts the appeal of the range, but the new models are still
objectively ugly while the strange new branding is likely to confuse users
about what they’re buying.
最大的問題在於iphone 11是否足夠說服消費者原價購買
Moreover, we already know a lot about Apple’s ambitious 2020 iPhones and, if
news spreads of their new design, size changes, ProMotion displays, USB-C
ports, 3D cameras and universal 5G it will deter a lot of upgraders.
再來，我們都已經知道2020 iphone超讚，ProMotion 120Hz螢幕、USB C、3D相機、5G
所以大概很多人不想要買今年的
是說，iPhone 11成本比iphone XS便宜的話蘋果要怎麼降價...
大概就iphone XS，iphone XS Max直接取消吧
iPhone XR會降$100這樣
果粉往好處想，盡量在美國以外的地方買就可以讓蘋果多賺錢
不過關稅12月才收～這之前蘋果還是一樣賺爽爽啊～
--
Picked up by AppleInsider, a new report from JP Morgan reveals Apple has
managed to cut the cost of building the iPhone 11 compared to the iPhone XS
by up to 12%. But users are unlikely to reap the benefit of this.
蘋果努力的把iphone 11的製造成本砍了12%，但消費者享受不到
JP Morgan says the bill of materials for the iPhone 11 has been reduced by
between $30 and $50 and with the bill of materials for Apple’s flagship
iPhone XS Max priced at only $433 that’s a lot (7-12%). JP Morgan pegs a lot
of this on a reduction in memory prices, but Apple has also cancelled a major
iPhone XS feature this year which will undoubtedly help iPhone 11 prices.
iphone 11的成本大概少了$30~$50美元。相對於iphone XS Max的製造成本$433，
這其實是很高的比例（7~12%)。除了記憶體跌價外，3D touch也被拿掉了。
So why won’t users enjoy the savings as well? It’s political. JP Morgan
says that Apple will use the reduced costs to absorb the threat of 10%
tariffs being placed on Chinese electronics (the vast majority of iPhones are
made in China) in the ongoing trade war between China and the United States.
That said, even then Apple may not play fair.
所以為什麼使用者享受不到呢？因為蘋果是要拿來吸收10%關稅的成本
JP Morgan notes that 10% tariffs would have an 8% earnings impact if Apple
absorbed the tariffs but two-thirds of iPhones are sold outside the US and no
price cuts are planned for other regions “meaning Apple will still overall
benefit from the reduced production cost.” Apple is also not expected to cut
US prices, even if the 10% tariffs fail to materialise.
如果蘋果吸收了這10%的關稅成本，會影響到8%的獲利。問題是2/3的iphone賣到海外，
而其它地方並不會因此而降價。這表示，降低成本只是單純讓蘋果賺的更多。
另外，就算關稅沒有成真，蘋果還是不會降價。
Perhaps the bigger question, however, is whether the iPhone 11 will actually
do enough to justify retaining the same price point as its predecessor.
Recent leaks have revealed the big news Apple hoped to keep quiet and it
certainly boosts the appeal of the range, but the new models are still
objectively ugly while the strange new branding is likely to confuse users
about what they’re buying.
最大的問題在於iphone 11是否足夠說服消費者原價購買
Moreover, we already know a lot about Apple’s ambitious 2020 iPhones and, if
news spreads of their new design, size changes, ProMotion displays, USB-C
ports, 3D cameras and universal 5G it will deter a lot of upgraders.
再來，我們都已經知道2020 iphone超讚，ProMotion 120Hz螢幕、USB C、3D相機、5G
所以大概很多人不想要買今年的
是說，iPhone 11成本比iphone XS便宜的話蘋果要怎麼降價...
大概就iphone XS，iphone XS Max直接取消吧
iPhone XR會降$100這樣
果粉往好處想，盡量在美國以外的地方買就可以讓蘋果多賺錢
不過關稅12月才收～這之前蘋果還是一樣賺爽爽啊～
--
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