Re: [新聞] 蘋果沒熟嘗苦果，鎧勝-KY上季驚見毛損，每股大虧2.2元，H1虧3.48元

看板Stock作者pponywong (pony)時間7年前 (2018/08/03 10:32)推噓3(3推 0噓 7→)

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※ 引述《djviva (安身守份待時以動)》之銘言： : : 推 aegis43210: 蘋果主要的獲利是服務收入，臺廠沒什麼賺頭 08/02 22:49 : : 噓 m4vu0: 主要獲利是服務收入? 有空多看點書 08/02 23:54 : : 推 OldGhost: 笑死主要服務收入不懂可以乖乖閉嘴不然會被笑 08/03 08:29 : Share of Apple's revenue by product category from the first quarter of 2012 : to the third quarter of 2018 : https://www.statista.com/statistics/382260/segments-share-revenue-of-apple/ : 2012Q1到2018, 蘋果的收益來源, 點進去可以看圖之外 : 用游標遊走可以看到每一個季度, 蘋果各項收益來源占比 : https://imgur.com/MEspB6m.jpg

: 這是方便手機看文的簡圖 : 可以清楚看到, 2012至今, 唉鳳的收益一直都占50%以上 : 服務收入這幾年雖然年增, 但也只有不到20%的水準 : 結論：蘋果的主要收入，是唉鳳找了一下蘋果的資料單位都是百萬美元 https://www.apple.com/newsroom/pdfs/fy17-q4/Q4FY17DataSummary.pdf Product Summary Units Revenue iPhone (1) 46,677 $28,846 iPad (1) 10,326 4,831 Mac (1) 5,386 7,170 Services (2) 8,501 Other Products (1)(3) 3,231 Total Apple $52,579 (1) Includes deferrals and amortization of related software upgrade rights and non-software services (2) Includes revenue from Digital Content and Services, AppleCare, Apple Pay, licensing and other services. Services revenue in the fourth quarter of 2017 included a favorable one-time adjustment of $640 million due to a change in estimate based on the availability of additional supporting information. (3) Includes sales of Apple TV, Apple Watch, Beats products, iPod touch and Apple-branded and third-party accessories. 2017 哀鳳占了營收一半以上順便看了一下 2017 蘋果的資產負債表 https://www.apple.com/newsroom/pdfs/fy17-q4/ Q4FY17ConsolidatedFinancialStatements.pdf 總營收52,579 銷售成本是 32,648, 獲利 19,931 再扣掉營運成本業外收入稅後盈餘是 10,714 至於哪一項產品提供最多獲利只找到這一篇 http://fortune.com/2018/05/02/apple-services-business-growth/ Apple’s Services business is believed to be its most profitable division. Although Apple doesn’t share margin data by company segment, analysts have said over the years that its profit margin is as high as 60%. In an interview with Fortune on Wednesday, GBH Insights analyst Daniel Ives said he believes Apple’s Services business generates gross margins in the “ mid-50% range” and easily tops the iPhone’s margins. What’s more, he believes there’s a “tailwind for margins” in Services that will only push them higher in the next few years. If we take Ives’ assumption, Services generated approximately $5 billion in gross margin during the period. According to Ives, about 20% of Apple’s net profit of $13.8 billion, or about $2.8 billion, can be attributed to Services. 提到蘋果並沒有提供單項產品的毛利率不過蘋果服務 "據信" 是最賺錢的部門分析師說毛利可高達 60% 在一次跟Fortune的訪問中分析師 Daniel Ives 提到蘋果服務的毛利是 50%中位數毫無疑問的比哀鳳的毛利來的高並在之後的幾年會越來越高如果照分析師的推測蘋果服務可以產生大概 50億美元的銷售淨利在蘋果的 net income (淨獲利) 中大概是 20% -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.163.18.93 ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1533263541.A.DB1.html

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