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2021-07-11
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Could The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad 会成为苹果第三财季表现最好的产品吗？</blockquote>
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Here is why.\nTh","content":"<p>The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.</p><p><blockquote>这位苹果专家认为，iPad 可能是苹果第三财季表现最好的产品。原因如下。</blockquote></p><p> The Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.</p><p><blockquote>《苹果专家》继续对这家库比蒂诺公司第三财季财报日进行预览。到目前为止，我们已经讨论了 (1) 华尔街对收入和盈利的预期，以及 (2) iPhone 本季度的预期表现。</blockquote></p><p> Today, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.</p><p><blockquote>今天，我们将讨论苹果在 2021 年第三财年最成功的产品类别：iPad。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/544b629337019373222b755bf493104b\" tg-width=\"1200\" tg-height=\"630\"><span>Figure 1: The latest iPad Pro model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：最新的iPad Pro型号。</span></p></blockquote></p><p> The 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.</p><p><blockquote>2020 年的大流行病让科技公司成为赢家，它们成功地利用了消费者行为的转变--也就是所谓的 “宅在家里 ”趋势。这在一定程度上解释了为什么 iPad 的收入在过去几个季度飙升：自去年第二财季以来至少增长了 30%。</blockquote></p><p> For starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.</p><p><blockquote>首先，越来越明显的是，尽管 COVID-19 危机接近尾声，但消费者并没有恢复旧的消费习惯。因此，我认为没有理由怀疑iPad的销量这次将再次给人留下深刻印象，尽管增长率将被严峻的2020年业绩所部分掩盖。</blockquote></p><p> But the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.</p><p><blockquote>但故事并没有随着疫情的影响而结束。下图显示，自2017年左右以来，苹果已经能够重新点燃对其平板电脑的需求。即使在2019年，在疫情颠覆世界之前，iPad的销量就已经以13%的可观速度增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b463e314374d0f90f3cedbd13430a0ae\" tg-width=\"631\" tg-height=\"377\"><span>Figure 2: iPad revenue in millions U.S dollars.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：以百万美元计的iPad收入。</span></p></blockquote></p><p> The rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).</p><p><blockquote>坦白说，平板电脑业务的重生让我大吃一惊。这种现象可能归因于技术进步，使iPad等产品能够更好地取代个人电脑（更多的存储、更好的图形、更快的处理器速度），甚至智能手机（更广泛的屏幕尺寸、更好的摄像头、5G功能的引入）。</blockquote></p><p> Case in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.</p><p><blockquote>例如，研究和市场认为，到 2023 年，整个行业的平板电脑收入将继续以超过 10% 的复合年增长率增长。这比2014年至2018年间iPad销量急剧下降的日子有了很大的进步。</blockquote></p><p> Lastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.</p><p><blockquote>最后，苹果在最近一个季度的表现可能比其平板电脑竞争对手还要好。首先，该公司已被证明更有能力管理其供应链，这在零部件短缺时期可能是一个优势。</blockquote></p><p> But also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.</p><p><blockquote>此外，苹果在4月份发布了配备M1的新款iPad Pro。最近，消费者更愿意为更好的移动设备付费，这对苹果的顶级平板电脑来说可能是个好兆头。事实上，iPad 在 6 月份的市场份额增长了两个百分点，可以用这款产品的发布来解释。</blockquote></p><p> With the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.</p><p><blockquote>随着最新的平板电脑发布，整个iPad系列（除了不太相关的迷你版）今天只有大约9个月的历史。凭借强大的产品组合，iPad 很可能成为苹果第三财季财报日最耀眼的明星。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad 会成为苹果第三财季表现最好的产品吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad 会成为苹果第三财季表现最好的产品吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-07-11 09:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.</p><p><blockquote>这位苹果专家认为，iPad 可能是苹果第三财季表现最好的产品。原因如下。</blockquote></p><p> The Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.</p><p><blockquote>《苹果专家》继续对这家库比蒂诺公司第三财季财报日进行预览。到目前为止，我们已经讨论了 (1) 华尔街对收入和盈利的预期，以及 (2) iPhone 本季度的预期表现。</blockquote></p><p> Today, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.</p><p><blockquote>今天，我们将讨论苹果在 2021 年第三财年最成功的产品类别：iPad。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/544b629337019373222b755bf493104b\" tg-width=\"1200\" tg-height=\"630\"><span>Figure 1: The latest iPad Pro model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：最新的iPad Pro型号。</span></p></blockquote></p><p> The 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.</p><p><blockquote>2020 年的大流行病让科技公司成为赢家，它们成功地利用了消费者行为的转变--也就是所谓的 “宅在家里 ”趋势。这在一定程度上解释了为什么 iPad 的收入在过去几个季度飙升：自去年第二财季以来至少增长了 30%。</blockquote></p><p> For starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.</p><p><blockquote>首先，越来越明显的是，尽管 COVID-19 危机接近尾声，但消费者并没有恢复旧的消费习惯。因此，我认为没有理由怀疑iPad的销量这次将再次给人留下深刻印象，尽管增长率将被严峻的2020年业绩所部分掩盖。</blockquote></p><p> But the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.</p><p><blockquote>但故事并没有随着疫情的影响而结束。下图显示，自2017年左右以来，苹果已经能够重新点燃对其平板电脑的需求。即使在2019年，在疫情颠覆世界之前，iPad的销量就已经以13%的可观速度增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b463e314374d0f90f3cedbd13430a0ae\" tg-width=\"631\" tg-height=\"377\"><span>Figure 2: iPad revenue in millions U.S dollars.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：以百万美元计的iPad收入。</span></p></blockquote></p><p> The rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).</p><p><blockquote>坦白说，平板电脑业务的重生让我大吃一惊。这种现象可能归因于技术进步，使iPad等产品能够更好地取代个人电脑（更多的存储、更好的图形、更快的处理器速度），甚至智能手机（更广泛的屏幕尺寸、更好的摄像头、5G功能的引入）。</blockquote></p><p> Case in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.</p><p><blockquote>例如，研究和市场认为，到 2023 年，整个行业的平板电脑收入将继续以超过 10% 的复合年增长率增长。这比2014年至2018年间iPad销量急剧下降的日子有了很大的进步。</blockquote></p><p> Lastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.</p><p><blockquote>最后，苹果在最近一个季度的表现可能比其平板电脑竞争对手还要好。首先，该公司已被证明更有能力管理其供应链，这在零部件短缺时期可能是一个优势。</blockquote></p><p> But also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.</p><p><blockquote>此外，苹果在4月份发布了配备M1的新款iPad Pro。最近，消费者更愿意为更好的移动设备付费，这对苹果的顶级平板电脑来说可能是个好兆头。事实上，iPad 在 6 月份的市场份额增长了两个百分点，可以用这款产品的发布来解释。</blockquote></p><p> With the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.</p><p><blockquote>随着最新的平板电脑发布，整个iPad系列（除了不太相关的迷你版）今天只有大约9个月的历史。凭借强大的产品组合，iPad 很可能成为苹果第三财季财报日最耀眼的明星。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/other-products/could-the-ipad-be-apples-best-performer-in-fiscal-q3\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/could-the-ipad-be-apples-best-performer-in-fiscal-q3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176789091","content_text":"The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.\nThe Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.\nToday, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.\nFigure 1: The latest iPad Pro model.\nThe 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.\nFor starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.\nBut the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.\nFigure 2: iPad revenue in millions U.S dollars.\nThe rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).\nCase in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.\nLastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.\nBut also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.\nWith the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2344,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/148491005"}
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