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????關于毛利潤率的問題：組件價格與iPhone銷量保證了較高的毛利潤率，但堅挺的美元和產品降價卻拉低了毛利潤率。 ????關于中國市場：庫克稱，“中國市場的發展令人驚奇。”2009年，大中華區在2009財年營收中所占的比例僅為2%，而本季度則達到16%，為公司貢獻了45億美元收入。這一地區中產階級崛起的速度令人乍舌，規模也在不斷擴大，已經成為蘋果公司的第二大市場。此外，庫克還強調了巴西市場（年銷量同比增長達118%）。此外，俄羅斯和中東市場也很有前景。“中國市場的潛力不可限量。” ????關于供應鏈：庫克稱，我們擁有一支卓越的團隊，創下了業內最高的歷史記錄。“我們的方法是與盡量少的人進行商業合作，這樣我們可以與合作伙伴建立深入密切的合作關系。”我們可以獲得更優惠的價格和更高的服務質量。 ????關于平板電腦市場：庫克重申，iPad和Mac的銷量在本季度均創下歷史記錄。目前，市場中涌現出多家競爭對手。“應該說，到目前為止，這些競爭對手都沒能對我們形成實際的威脅。”事實上，隨著新的競爭對手出現，蘋果公司的銷量反而出現了上漲。“我對我們的產品充滿信心。” ????關于本季度推遲引入新運營商的問題：在iPhone 4S推出之后引入新運營商。此外還包括在假日季節之前引入新運營商。 ????關于平板電腦市場規模：庫克稱，市場規模超出了我們的想象，銷售量累積已經達4,000萬臺。并且，庫克堅信平板電腦市場的規模將超過個人電腦市場。使用平板電腦的用戶將大幅增加。“我認為，這個市場存在巨大的機遇。” ????關于iPhone手機的后續型號：有多少款產品被推遲到下個季度發布？庫克稱，如果沒有關于新款iPhone的謠言，銷量能增加多少可想而知。iPhone 4S“已經突破了預期”。第一個周末便售出了300萬臺。“難道大家只對這個問題感興趣嗎。” ????下個季度iPad的銷售情況預測：奧本海默預計下個季度，iPad與iPhone都將創歷史記錄。而對于Mac電腦的銷售情況，奧本海默保守預測，將會超過其他競爭對手。 ????問題：Siri僅僅是一項新功能，還是與設備交互的革命性創新？庫克稱：“我們把Siri視為具有重大意義的創新。”雖然我并還不知道此項功能的實際應用頻率有多大，但直覺告訴我，應該小不了吧？ ????關于泰國市場：庫克非常關心泰國水災造成的損失。目前多家工廠仍無法投入運營。損失最大的是Mac電腦。很大一部分電腦硬盤均在泰國生產。幾乎可以確定，不久全球將會面臨硬盤短缺問題；不過，在制定370億美元的營收目標時，蘋果已經將這一問題考慮在內。 ????關于與安卓（Android）產品的專利訴訟：蘋果最終目的是什么？庫克稱：對于這個問題，不想做過多評論。“但根本問題在于，我們花費了大量的時間、財力和資源才獲得這些富有創意的專利，別人卻不勞而獲，我們對這一點非常不滿。” ????您希望得到什么樣的賠償？無可奉告。 |
????Question about gross margins. Component prices and iPhone sales keep the GM high, but the strength of the dollar and price cuts lower the GM. ????Question about China. "China progress has been amazing," says Cook. Greater China represented 2% of revenue in '09, 16% in this quarter. Accounted for $4.5 billion of revenue for the current quarter. Has never seen as many people rising into the middle class. Has quickly become the No. 2 country in terms of revenue for Apple. Also focused on Brazil (sales up 118% YoY). Russia and Middle East looking promising. "In China the sky's the limit." ????Question about supply chain. Cook: We have an outstanding team and a track record that is the best in the industry. "Out approach has always been to do business with as few people as we can so we can be very deep with them." We get great prices and quality. ????Question about the tablet market. Cook reiterates a record quarter for both iPad and Mac. Have seen several competitors come forward. "I think its reasonable to say that none of them have achieved any traction so far." In fact, Apple sales have gone up as new entries came in. "I feel extremely confident in our product pipeline." ????Question about deferring new carriers in Sept. quarter. Pushed new carriers off until after the launch of the iPhone 4S. With that behind them, now including new carriers in advance of the holiday season. ????Question about the size of the tablet market. Cook: Market even better than we thought. Sold 40 million in a cumulative basis. Still believes it will be larger than the PC market. There will be many many more people who can access it. "I think its a huge opportunity over time." ????Follow-up on the iPhone. How many units were pushed off into the next quarter? Cook: We can say how many we would have sold if there hadn't been rumors about the new iPhone. The iPhone 4S "is off the charts." 3 million sold in first weekend. "That's the mother of all uplifts (?)." ????How will the iPad sell in Dec. quarter? Oppenheimer: Expect new records for both iPad and iPhone in Dec. quarter. For Mac, only promised to outgrow the market. ????Question: Is Siri a feature or a new way to interact with devices? Cook: "We see this as a profound innovation." What percentage of use, I don't know, but gut feeling is that it is substantial? ????Question about Thailand: Cook's "heart goes out" to the losses from the monsoons. Several factories that are currently not operable. Our primary exposure is on the Mac. Significant portion of hard drives are made in Thailand. Virtually certain there will be a worldwide shortage of hard drives, but already factored into their $37 billion guidance number. ????Question about Android patent disputes. What's your ultimate objective? Cook: Doesn't want to comment. "But basically, we spend a lot of time and money and resources coming up with incredible innovations. We don't like it when someone else takes those." ????What kind of remedies are you seeking? That's what I don't want to comment on. |
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