The current quarterly report Apple is interesting primarily in that for the first iPhone sales have declined for many years, and related revenue fell. Business Apple's 65% dependent on smartphone sales, if we consider the revenue figures.
First of all, a strong dollar has hit the regions of sales, where Apple has received the bulk of the revenue. In fact, only Japan contrast with the world, showing the growth of Apple revenue by 24% in annual terms. In Americas, revenue reduction was 10%, China reduced by 26% (mainly due to Hong Kong, as explained by Tim Cook), the entire Asia-Pacific revenues decreased by 25%. However, in India, iPhone sales volume increased by 56%. On a geographic basis, some distortions are observed, according to Cook, but the developed markets do not need to be written off. At the very least, existing iPhone owners will sooner or later want to buy a brand new smart phones. And if not for currency fluctuations, Apple's revenue in the first quarter have not slipped by 13% and 9%.
In general, sales of smart phones are supported by three factors: sales, "the first time", modernization and defectors from other platforms. There is still a lot of people who buy Apple products for the first time - their number is measured in millions of people, it is sufficient to recall all the same to India. On the world market, only 42% of users of mobile communication devices have smartphones.
Apple several times during the reporting quarterly conference returned to the growth rate of iPhone sales volumes of different generations in the first months after its debut. So, in the case of the iPhone 6s, these rates are significantly lower than that observed after the iPhone 6. In this release, the iPhone 6s odds better than the iPhone 5s, two years ago. In other words, iPhone 6s are not as popular as the iPhone 6, but it is more popular than iPhone 5s in their temporal coordinates. On the demand for the recently introduced iPhone SE will be discussed in a separate article.
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