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Once the iphone 8 went public, the industry predicted that Apple would become the first company to break the $1 trillion mark in market capitalisation. In this trillion-dollar market capitalisation, the hardware remains Apple's biggest source of revenue and pillar, and the "Ecological gains" section is woefully low. Apple's huge ecological dream of painting and investing $ billions of in money has not been the engine of Apple's earnings as jobs had wanted.
While Apple still relies on hardware to make a profit, the domestic controversial object--Le vision is not so fortunate. The ecosystem empire he described has become more of a "dream" that only lives in PowerPoint. Again and again the excitement of the viewer, but never see the results, and even let the music saw oneself into a loss can not extricate themselves ...
Dislocation of the profit logic: the loss of hardware by ecological money
Apple's market capitalisation is about to exceed the $1 trillion mark, allowing more and more people to see Apple's true ecosystem profit logic – relying on the success of the ecosystem and iOS to make it easier to sell hardware such as iphones, ipads, Macs, and more, rather than "lose the hardware by making money". In fact, the vast majority of Apple's profit source is a variety of hardware, app stores, iOS and so on just for the hardware service foil, just such "foil" compared to other enterprise's ecosystem has been much stronger.
But many internet companies in China have just learned a fur from Apple's business model, thinking that Apple relies on ecological money. Even derived a very exotic concept: the loss of hardware by ecological money. In other words, with low-cost or even loss of hardware shipments, and then rely on the built ecosystem to compensate for losses and profitability. But it turns out that this is just a misplaced profit logic.
At home, relying on the ecosystem to make money is not yet established. Look at Le Vision has been building an ecological model, and low-cost sales of all kinds of hardware, but in a tragic loss situation can understand. And no matter how hard it is to emphasize hardware losses, hardware free, le vision always or hardware shipments as the most important thing. After all, without the support of hardware, the ecosystem cannot be talked about. Unfortunately, the company's mobile phones, televisions and other hardware, but also become the mainstream products.
abandon reliance on existing patterns, and turn to No Mature The business model : This is pseudo Proposition
Apple is now reluctant to rely on an eco-model of a business model that has not yet matured, or even the future, by making its full-fledged iphone, IPad, Mac, and other hardware. In terms of the earnings ratio, it can be seen clearly. In early May this year, Apple released its second-quarter financial results for the 2017 fiscal year 1、2、3月份. Apple's total revenue reached $52.9 billion in the quarter, but in the service business, the APP Store, itunes and other subscription products earned just $7 billion. In other words, Apple's ecosystem is generating less than one-seventh of the total revenue.
So let Apple abandon its current hardware model and turn to an immature ecological model, which Apple must not do. In fact, the preference for "tucked-in" Apple has invested $ billions of in research and development funding to design new products and services. But Apple is used to showing the industry and the public when the services are more mature, or can be used. Apple would not have disclosed it if it had not reached the point of being able to use it. The advantage is that competitors will not know their plans, but also let the industry worry about their future.
Unlike Apple's low-key, non-comprehensive approach to immature ecological models, le Vision has always been a high-profile way to make the most out of the so-called ecological model. And just in the launch of the Conference, in addition to the release of a number of TV products, le Vision has created a new gimmick. It is hard to get investors and consumers to favor the traditional ecological model, and to start advocating a new "shared TV" to try to seize the air of the current explosion of the shared economy. The so-called "shared TV", which allows users to "make money" of the TV, its core is to let users through a series of behaviors, complete the task of television layout, and ultimately achieve the purpose of low-cost continued membership.
In short, the main task is to complete three tasks-task one: the user in the first day after the start of the task 365 days, the network power-on over 277 days; task two: 1 years of Lego growth value over 3000 (need to spend more than 2600 yuan on the Super TV); task three: Purchase a service Package task. In other words, task one is to improve the user's power-on frequency, and thus bring more power to the music, the title of advertising revenue. Task two is to allow users to generate up to thousands of yuan of consumption, the task of three is to sell after-sales service so that Le Vision to obtain cash income.
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Such a "Shared TV", in fact, is racking their brains from the user pocket to pay. If this can be said to be "shared", it really is to let people have nothing to say. But this is just for the make-up, forcibly rubbing on the "shared" hot mode, le vision high-level but think can let users participate in operations to create value, while sharing value, even said "shared bike is pseudo-sharing"! If "Shared TV" is the new ecological model of music, it can only be said that it is doomed to success.
Ecological system Dream, the essence is the commercialization of equipment derivative
The dream of Apple and the ecosystem of the music vision is really different. Apple is well aware that ecosystems have to be done, but ultimately for hardware services. Even if the future to rely on the ecosystem to make money, but also slowly into the map, slow transformation, it is impossible to overnight. At least for a few years or even ten years, the hardware remains Apple's main source of revenue.
But Le Vision is very radical, directly to the ecosystem as their own now and the future only way out. The introduction of its hardware products is also to achieve better ecological model expansion. But in the present, the ecological model as the center of gravity, obviously is not reliable. Ecosystem can not bring support enterprise survival, development, expansion necessary funds, users, resources, go the wrong way of the music, has been Humpty.
The dream of ecosystems, in essence, is still the derivative of equipment commercialization. Only by doing good hardware, the ecosystem is expected to truly build up. In this dream, Apple has become more and more sweet, le Vision has encountered a nightmare ... (new discoveries of science and Technology, Constantine/Wen)
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From Apple to Le Vision, why did the ecology not deliver the "Money dream"?