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The author:(作者)aaa
published in(发表于) 2013/12/11 8:47:06
Apple is a record-breaking pace,

Apple-this is the record-breaking pace of Apple revenue, Hon Hai's earnings, Apple-IT news Apple is a record-breaking pace

Hon Hai (Mainland, also known as Foxconn) says it's revenues in November this year to 456.2 billion new Taiwan dollars (about 15.4 billion dollars), an increase of 18%, the chain grew by 19%. Because of Hon Hai is Apple's largest business, so this means Apple will occur in the fourth quarter, "bumper crop" of the situation.

Hon Hai's November revenue rose 18%

Global financial services company Cantor Fitzgerald, Apple analyst Brian Wright (Brian White), in November, Hon Hai's revenues grew by 18% rose 19%. In the past three months, Hon Hai's revenue there has been strong double digit growth. In September, October and November, it rose, 14% and 18%, respectively. Assuming that Hon Hai's December growth rate can reach the average level of the past three months, it's revenues in the fourth quarter compared with the third quarter, an increase of 42%, whereas in the past 8 years, this figure averaged 25%.

Apple's barometer

White track a number of Taiwan companies, by examining the supply chain to predict Apple Apple business trends. In November of this year, Hon Hai's revenues rose by 19%, is the highest revenue growth quarter on quarter in the last 8 years in November.

Apple's revenues because of Hon Hai's revenues and their clients time difference, so it also shows that the Apple in the fourth quarter will be amply repaid.

Apple or exceeded its revenue target ceiling

In the fourth quarter, Apple's revenue target was 55 billion dollars to 58 billion dollars, which is equivalent to year growth rate per cent to 1%. However, its actual revenues could reach US $ 60 billion per cent growth rate could reach 10%. In addition to Hon Hai's earnings results, and many other data also revealed that Apple will be a bumper harvest in the fourth quarter. For example, theiPhone became Japan's best selling Smartphone;iPad was Japan's best selling tablets; iPad, iPhone and Mac in their respective fields are one of the most popular products by consumers;iPad Air and Retina mini spread faster than first generation mini and iPad 4;iPhone5s And 5C's sales momentum and country coverage of more than when the iPhone 5 released last year.

Apple just needs to sell 60 million iPhone (47.8 million in sales last year, the writer is currently estimated at 57 million), 27.5 million iPad (22.9 million in sales last year, is currently estimated at 25.5 million units) and a reasonable number of Mac, iPod, and other products and services that its revenues could reach $ 60 billion.


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苹果这是又要破纪录的节奏 - 苹果营收,鸿海财报,苹果 - IT资讯
苹果这是又要破纪录的节奏

鸿海(内地又称富士康)宣称它今年11月的营收为4562亿新台币(约合154亿美元),同比增长了18%,环比增长了19%。由于鸿海是苹果产品最大的代工商,因此这意味着苹果在第四季度将会出现“大丰收”的局面。

鸿海11月营收同比增长18%

全球金融服务公司Cantor Fitzgerald的苹果分析师布莱恩-怀特(Brian White)称,在11月,鸿海的营收同比增长了18%,环比增长了19%。在过去三个月中,鸿海的营收出现了两位数字的强劲增长。在9月、10月和11月,它的同比增长率分别为14%、13%和18%。假设鸿海在12月的同比增长率能够达到过去三个月的平均水平,那么它在第四季度的营收就会比第三季度增长42%;而在过去8年中,这个数字平均为25%。

苹果的晴雨表

怀特跟踪了多家台湾公司,通过考察苹果的供应链来预测苹果业务的发展趋势。在今年11月,鸿海的营收环比增长了19%,是过去8年中营收环比增长率最高的11月。

由于鸿海的营收与其客户苹果的营收存在时差,因此这也表明苹果在第四季度将会大有收获。

苹果或超过其营收目标上限

在第四季度,苹果的营收目标是550亿美元到580亿美元,这相当于同比增长率为1%到6%。但是,它的实际营收可能会达到600亿美元,同比增长率可能会达到10%。除了鸿海的财报结果外,其他很多数据也表明苹果在第四季度将会获得大丰收。例如,iPhone成为了日本最畅销的智能手机;iPad是日本最畅销的平板电脑;iPad、iPhone和Mac在各自的领域中均是消费者最青睐的产品之一;iPad Air和Retina mini普及速度高于iPad 4和第一代mini;iPhone5s和5c的销售势头良好,而且比iPhone 5去年发布时覆盖的国家更多。

苹果只需要销售6000万部iPhone(去年的销量为4780万部,笔者当前的估计是5700万部)、2750万台iPad(去年的销量为2290万台,当前的估计是2550万台)以及合理数量的Mac、iPod和其他产品和服务,它的营收就能够达到600亿美元。


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