All the iPhone 6s and iPhone 6s Plus sales during the first weekend of its launch they have been a matter of which Apple has boasted. However, although new records have been broken, the truth is that there are things that are not going so well and the company does not disclose them because they are data that harm it. What's more, investors themselves know it and it is for that reason that Cupertino shares have not yet exploded to ensure that the new phones are understood as a great market opportunity.
Butwhat exactly is happening to Apple? In reality, Cupertino's problem lies in a country that it already considers one of its main markets: the Asian giant China. It is not that China has stopped betting on the iPhone with the iPhone 6s, but that the competition and the delicate economic situation that it is going through have caused demand to plummet. Apple speaks of global sales figures that exceed 13 million units worldwide. What happens if we analyze it specifically in the country of Asia?
Although the calculations are not exact, because the figures are not officially published, a comparison can be obtained if the company's profits in the current quarter, and in the previous one within China, are taken as data. In those periods the turnover in the country accounted for around 28% of the total obtained. If we take that 28% of the total number of phones that have been sold in the first weekend, we get the number 3.64 million iPhone 6s. That total figure is very far from the percentage that it granted last year with the 9,36 million iPhones sold. The drop takes its toll, and that's why Apple's stock isn't going as some would have predicted.
There are several types of buyer in the market:
1) The one who has money to spare and buys a phone because it gives him a sense of status in society.
2) People who move by fashions without knowing what they buy.
3) The loyal User who has known the brand for a long time knowing what he buys and who little by little feels frustrated over the years due to the ignorance of the brand towards him.
4) The one who wants and cannot have a model 3 times below the current one feeling frustrated for not being able to have the current model.
For me the most sensible buyer and the one who really leaves the money is the loyal user, who is the most abandoned and was the one with which the brand grew, Apple is only taking advantage of a situation of power, being right now in the higher, but that does not mean that this stops being so and that is when perhaps he remembers his most loyal customers who abandoned them because of their great greed.
The Asian market is the most complicated of all, both in variety and in price, it is going to be difficult.
A greeting
According to your comment, except for the first point, nobody, absolutely nobody with money, is going to feel with social status for having the fashionable smartphone.
a comment without much importance:
Let's see, 28% of the total number of mobiles sold in a weekend does not have to be the one sold in China. The same this year that 36% until apple arrives has told us the percentages are all false estimates.
If they have returned to break records, keep in mind that it is thanks to Asia and nothing else.
There are 1100 million Chinese, there is a lot of margin.