A few days ago, Apple released the latest financial report. Net revenue was $74.599 billion, a 30% increase from the $57.594 billion in the same period last year, a record high; net profit was $18.024 billion, a 38% increase from $13.272 billion in the same period last year, also hitting a record high. Apple has entered the best stage ever.
However, behind the super-bright financial report, it is the imbalance of business. The iPhone sold 74.468 million iPhones, up 46% from the 51.025 million in the same period of the previous year. The iPad sold only 21.419 million units, down 18% from the 26.503 million units in the same period last year.
The iPhone triumphed and the iPad continued to decline. This performance Cook was not satisfied, so he said: "The real opportunity is to bring mobility to the enterprise and change the way people work." The commercial use of the iPad seems to have been put on the market. Apple's agenda.
In fact, the 12-inch iPad Pro has been rumored for a long time. The question now is how this product will be defined. When will it be launched? In fact, Apple is faced with two choices of Intel route and ARM route. How will it choose?
Expanding the commercial market, Apple has two alternative routes
In 2015, both smartphones and tablets have reached maturity, and the level of demand for people is clear.
When going out, people mainly use smart phones, because it is easy to carry, connect to the operator's wireless network at any time, and can access the Internet anytime, anywhere; in fixed places and at home, people mainly use the tablet because it has a larger screen and a more use posture. Naturally, battery life is longer than laptops; in the office, people mainly use laptops and desktop computers because of its rich professional software, which can be used for work and production.
These three types of requirements correspond to Apple's product line is the iPhone, iPad and Mac, and Cook said, "The real opportunity is to bring mobility to the enterprise and change the way people work." Just want to introduce the iPad to people. During work, it has risen into some markets of the Mac.
And this is facing the problem of two routes.
One route is to take the ARM road and use the IOS system. Continue to enlarge the 10-inch iPad to 12 inches, and add some office software or Apple to transplant, transplant the previous MAC OS programs and data to IOS, let the 12-inch iPad Pro take on the task and achieve commercial use. Mobility.
Another route is to take the road of Intel. Using the Mac OS system, the screen of the MAC notebook is removed as a tablet, similar to the Intel variant. Adding an IOS touch interface to MAC OS (this is not difficult), when the tablet is used, it is like a 12-inch iOS tablet, when the laptop is used like a 12-inch Macbook. This eliminates the need for porting and the 12-inch iPad pro can be used for commercial purposes.
Apple faces a choice between the two routes.
What is the key to solving commercial problems?
On the qualifications, Apple's Mac is actually older than the PC we usually use. Apple started from the computer, and the PC was just a copy. But until 2006, Mac computers have been a small, non-mainstream role in the commercial market, and the Mac has started to recover in the last two years (up 9% in the last quarter).
In the past few decades, the Mac has been doing better than the PC in the humanization of hardware and software. Apple’s G3 computer more than 10 years ago has been beautifully messed up today. The beauty of the UI was not inferior to today’s. Win10.
Why is the Mac doing well but has been hacked by the PC in the commercial market? The core of the problem is in the compatibility of Windows software.
Because the Mac was not open in the early years, and the PC is open. The software of various industries is developed under the PC environment. When running under the PC, it causes all the software on the PC, and the software on the Mac is very expensive and difficult to find.
For business work, I am looking for a professional calculator that I can't find on my Mac. Needless to say, I have done a financial engineering analysis. Can I buy a beautiful Mac as a furniture?
So for a long time, MAC was rarely seen except in the fields of graphics, video, and music. Until the MAC changed the Intel processor.
When the Mac changed to Intel's processor, the hardware is no different from the PC. It is also a breeze to install the Windows system. The Mac has actually become a PC that can be installed with Mac OS.
Installed on a dual system, office graphics to make music with Mac OS, professional industry software into Windows, Mac became a more versatile PC. On the basis of full functionality, Apple's workmanship, design, and UI are much more beautiful than those of other vendors. Although some people buy it, the Mac begins to counterattack. Apple has re-emerged as a giant in the computer industry.
Therefore, the key to commercial problems is compatibility with X86 and Windows, compatible with various professional applications developed for X86 and Windows in the past decades. Without this compatibility, it can only be used for entertainment. The Mac is the same, the iPad Pro is the same.
Why is Intel one of the alternatives to ipad pro?
In the eyes of today's young people, the iPad is almost the pioneer of tablet PCs, and Jobs led the times. In fact, a few years before the iPad appeared, Microsoft's Bill Gates had a thing called Table PC.
The Table PC was a full-featured computer, but it used a touch screen and operated with a stylus instead of a keyboard and mouse. This kind of thing is cumbersome, has poor endurance, is expensive, and is not popular. It is a short-lived one.
However, the current situation has changed a lot from the previous year. The idea of ​​the Table PC was actually very advanced, but the problem lies in the hardware technology of the year.
At that time, Intel's processor power consumption was too large, the integration was too low, resulting in a battery life and bulky. The operating system of the year was not designed for touch, which caused a poor user experience.
Nowadays, with Intel's mobile strategy, Intel's processor can also be made highly integrated, and power consumption can be controlled. In fact, the same way Microsoft's Surface Pro sold in the same year was not bad. Intel's progress made Apple's choice possible.
Compatibility is king
Through the above analysis, we can see. If Apple takes the ARM route and uses the IOS system, then it will not be compatible with X86 and Windows.
Whether the iPad Pro is 12 or 20 inches, it can only do the same thing as the iPhone. It’s just a matter of looking at the mail when you use it at work. Really use it to handle work, even the simplest copy editor, it can't do it.
If Apple takes this route, it will not achieve the effect of “movability brought to the enterprise and change the way people workâ€. Although this route is very simple from the hardware, it is nothing more than a block screen.
With the Intel route, Apple can install dual systems on the iPad pro. The iPad pro is a full-featured mobile PC. Whether it is financial analysis or geological exploration, current industry software from all walks of life can be run on the iPad pro. It can improve the efficiency of many industries, and objectively block the road of Surface Pro. The Intel route is clearly more capable of achieving the intrusion of Apple Mobile. Intel's advances in integration and power consumption have also made Apple's choice possible.
However, just as the netbook hit the traditional laptop in the past, the commercial iPad pro will also impact Apple's lucrative Macbook, which has a certain substitution effect. If the performance of the iPad is growing, if the performance of the Mac is declining, it is not worthwhile for Apple to consider it.
Intel to the left, ARM to the right, how will Apple choose? We will wait and see.
[This article is the original author of bailai.com, maomaobear, first published in Bailuo.com (WeChat public number:), please indicate the author and source. 】
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