iPhone仍是苹果的最大收入来源。该公司2016财年第三季度收入为424亿美元，其中240亿来自iPhone。令人惊奇的是，服务成为第二大收入来源，实现销售额近60亿美元，上升了19%。接下来是Mac电脑和iPad，收入分别为52亿和49亿美元。其他产品（包括Apple TV和Apple Watch）实现收入22亿美元。苹果首席执行官蒂姆·库克在最近的两次业绩发布电话会议上都着重指出了Apple Services在苹果总收入中的作用，并将这项业务称为苹果的持续增长引擎。
两年前推出iPhone 6时苹果就经历了一个超级周期。之前的六年里，苹果坚持采用3.5英寸和4英寸屏幕， 5英寸和5.5英寸屏幕的iPhone最终问世后，该产品的销售和需求直线上升。iPhone 6和iPhone 6 Plus已经上市整整两年。而在2015年第四季度，iPhone发货量达到7400万部，给苹果带来了创纪录的利润以及创纪录的销量。
此外，其他产品也有可能帮苹果实现增长，并且提高它的硬件和服务业绩。Apple TV仍在改进之中，Apple Watch也是如此。另外还有传闻中的汽车项目。库克还表示，苹果的许多新产品甚至还不曾有人写到过。苹果公司没有理由恐慌，相反，今后五年它会表现的相当稳定，甚至会再次实现迅猛增长。（财富中文网）
Apple last week reported the second decline in hardware unit sales in the last two quarters. With sales down on iPhones, iPads and Macs, you would think that Apple might be in a panic. Nothing could be farther from the truth. Even with that decline in hardware sales, with combined hardware and services Apple still posted a strong quarter, with $42 billion in revenue and $7.8 billion in new income. It also has close to $250 billion in the bank for use on R&D, company and product acquisitions and other capital expenditures.
But the fact that iPhone sales were down for two quarters in a row is cause for concern. Keep in mind sales of PCs, tablets and smartphones were down for everybody in this last quarter. Still, Apple’s lower iPhone sales are being watched by financial and industry analysts very closely.
The iPhone is still Apple’s biggest source of revenue, making up $24 billion of the $42.4 billion for the third fiscal 2016 quarter. But amazingly, services has nabbed second place, rising 19% to nearly $6 billion in sales, followed by Mac computers at $5.2 billion, the iPad at $4.9 billion and “other” (which includes Apple TV and the Apple Watch) at $2.2 billion. In the last two earnings calls, Apple CEO Tim Cook put a major emphasis on the role of Apple Services in Apple’s overall revenue, saying that Services continue to be a growth engine for the firm.
Services in the latest quarter represented 14% of Apple’s total revenue, up from 10% a year ago. This has been a company dominated by one product—the iPhone—which has represented about two-thirds of revenues. (In the last 12 months, Services have generated $23 billion; Apple made $6 billion in revenue just this last quarter.) But now Services is such a huge chunk of sales, Cook told analysts that he expects the division to “be the size of a Fortune 100 company next year.”
Many observers have suggested that iPhone sales have peaked. Sales for iPhones have fallen in the last two quarters and people are not upgrading as frequently as in the past. I am not sure that is true. While rumors suggest that the new iPhone coming out this fall may not have a significant new design, you can still expect it to have a better screen, better camera, faster processor and possibly more memory and we could even be surprised to see a couple of new features that are not in current models. Also, there are millions whose current carrier contracts expire and may still want to upgrade if this new iPhone has the kind of new features that are a draw. However, there is a lot of scuttlebutt about Apple wanting to wait until the fall of 2017 to launch a completely new iPhone design that would mark the 10th anniversary of the iPhone. If so, a completely new design of the iPhone could drive what some are calling a “super cycle” of iPhone growth again.
Apple last saw a super cycle when it introduced the iPhone 6 two years ago. After keeping screen sizes around 3.5 inches and 4 inches for 6 years, Apple finally introduced an iPhone in 5 inch and 5.5-inch form factors, and sales and demand for iPhones skyrocketed. By the end of the second full year of the iPhone 6 and iPhone 6 Plus being on the market, that holiday quarter of 2015 saw Apple shipping 74 million iPhones which gave the company record profits as well as record unit sales.
Regardless of whether Apple can spur a new super cycle or not, there is no doubt that Apple will continue to advance the iPhone. Each year millions of current and new users will still buy iPhones, adding to the overall base of users who can tap into Apple’s growing services business. But there is one other factor that also bodes well for Apple’s future.
People are also using iPhones more and more each day and staying longer when using Apple’s apps and services. This is one of the reasons Apple is bullish on the future and knows that the services business will only grow. It knows that once you have an iPhone you become hooked on Apple’s ecosystem of apps and services.
Apple has now sold over 1 billion iPhones and has hundreds of millions of users of iPads and Macs. With a universe that large, when people are tied to an Apple ecosystem where everything works together, they are more likely to buy more things that are part of Apple’s Services offerings.
Apple also has other products that could still help it grow as well as help boost its hardware and services earnings. Apple TV is still a work in progress, as is the Apple Watch. There’s also the rumored car project. Add to that the fact that Cook says there are many new products in the pipeline that people have not even written about, and you have an Apple that has reason not be in a panic, but rather is looking at quite steady if not spectacular new growth in the next five years.