How China supports the strong iPhone 6s, it is obvious how the iPad is falling due to its shadow

ByLWYang

Apple announced the results for the fourth quarter of 2015. According to the published accounts report, while in Japan the earnings have been sluggish compared with the same period last year, it is increasing across the rest of the world, especially China is becoming a very important market for Apple Numbers are appearing.

Apple's Q4 2015: iPads still only the dark spot in a $ 51.5 B quarter | Ars Technica
http://arstechnica.com/apple/2015/10/apples-q4-2015-ipads-are-still-the-only-dark-spot-in-a-51-5b-quarter/

In the fourth quarter of fiscal 2015, both revenue and profit have increased compared to the same period last year. This is the record high for the quarter, profit is 11.1 billion dollars (about 1.3 trillion yen), revenue is 51.5 billion dollars (about 6.2 trillion yen), net profit margin is It is 39.9%. In addition, Apple expects revenues of 755 to 77.5 billion dollars (about 9 trillion 1000 to 30 million yen) in the first quarter of 2016, and the net margin of net sales is said to be about 39 to 40%.


The following graph is a graph comparing earnings for iPhone, iPad, Mac, etc. for each terminal and service provided by Apple compared to the same period last year. "IPhone" "Mac" "Other products (categories including Apple Watch)" and "Services" revenue increased year on year, especially iPhone increased revenue by 36% compared with the same period last year It is. Also, when comparing iPhone sales between 2014 and 2015, it is $ 39.27 billion (about 4.7 trillion yen) in 2014, compared to $ 48.05 billion in 2015 (about 5 trillion yen 800 billion yen), and has recorded sales of 22.36% as compared with the previous year. The iPhone accounted for two-thirds of Apple's earnings.


And Mac is steadily growing revenue. Although the growth rate is low, Apple seems to have sold 6.88 million Mac products in 2015, up about 250 thousand units from 6.63 million in the previous year.

Some of the services include revenue from the App Store, iTunes, Apple Music, Apple Pay, etc., as well as revenue from software sold by Apple. This also increased from the same period of the previous year, but it is unknown which services are contributing significantly to revenue growth. Apple's CFO Luka Maestri commented, "The growth of the App Store is significant."

And "Other categories", including Apple Watch, which Apple released in April 2015, has grown more than 60% compared with the same period last year. The revenues in other categories were $ 3.05 billion (about 370 billion yen), which was only $ 4.28 billion (about 520 billion yen) for iPad.

As you can see, the only thing that Apple is not sure about is the revenue portion of the iPad. It seems that iPad's earnings have continued to decline for a year and a half by this financial report, and the unit sales also decreased from 12.32 million in the previous year to 9.88 million.

Next is a graph showing regional revenue. Apple is growing revenue in many sales areas, but in China it has more than doubled revenue compared to the same period last year. In addition, as a result of China's revenue surpassing the profit in Europe, it is a good result to know how important China is to Apple for Apple. In Japan, revenues have decreased from $ 3.6 billion (about 430 billion yen) to 2.87 billion dollars (about 350 billion yen).


The big growth in revenues in China is thought to be affecting the fact that the release date of iPhone 6s / 6s Plus in China in 2015 became the fastest in the world in China. In addition, the release date of iPhone 6/6 Plus in China in China is later than in the US and Japan, and it was kept waiting until mid-October.

Graphs that color quarterly Apple's revenue by region. If you look at this, it is obvious how the Chinese market is important.

In case you have any doubt about China's importance to Apple's growth ...Pic.twitter.com/nSMkUSYYwd

- Jan Dawson (@ jandawson)2015, October 27

The percentage of revenue in the fourth quarter of 2015 looks like this. The iPhone accounts for over 60% and is overwhelming.


Graph showing quarterly terminal sales volume. Looking at this, you can see that the popularity of the iPad began to disappear from around 2013.


IPad Pro "which is a new model of the iPad appears in November 2015, but it is a place where it is expected to expect whether it can rebuild the popularity of the iPad which is gradually declining.