蘋果沒熟嘗苦果，鎧勝-KY上季驚見毛損 - 股票

※ 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%

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