Apple: behind the iPhone, the fall of the iPad and Apple Watch blur – Les Echos

Once again, the iPhone has shown the level of expectations. The flagship and cash cow Apple has sold 48 million copies in the last quarter and more than 230 million throughout the fiscal year of the firm at the apple, continuing sell more and more, year after year

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The iPhone does not know the crisis Apple and benefits. The group of Cupertino has generated an annual turnover up 28% compared to the year dernier- to nearly $ 234 billion – and saw its net profit increase by 35% to over 53 billion. In all, the smartphone accounted for 66% of revenues of the company Tim Cook in 2015, against 56% last year, 50% in 2012, 39% in 2010 or 18% in 2008.

But this growing dependence raises doubts and fears on the part of investors and industry observers. For if the iPhone progresses, by weight, in Apple’s revenue, other income – launched more recently – are them down. This poses with acuity, the issue of growth for Apple.

The iPad falls

The iPad fell below the symbolic threshold of 10 million copies sold quarter. The Apple tablet does, it is true that following the downward trend of the sector has decreased consecutively during the last three quarters. But this decline is, nonetheless, a fall of almost 20% of sales over the year.

Meanwhile, Macs have rather well. Apple computers have sold 5.7 million copies in the last quarter, 1 million more than in the previous three months, but less than 1.1 million in the same period in 2014.

Blur Apple Watch

Finally, for Apple Watch, who was entitled to the last “One More Thing” dated during a keynote, it’s always the big blur. As in the last quarter, Apple did not release sales figures of his first shows connected launched last April.

This veil thrown over his smartwatch raises many doubts about its commercial debut, even Apple is not customary because as Tim Cook has proven yet, last week, announcing the number of paying subscribers and users of Apple Music, the streaming service of the group of Cupertino.

Tuesday evening, Apple boss has merely stated that sales had increased “ one quarter to the next “. In its accounts, the group at the apple could retract the sales volume of Apple Watch by integrating it into the category “Other” which includes those of the iPod and subscriptions Beats Electronics.

Apple did the same three months ago. Result, this category increased by $ 407 million, from $ 2.64 billion to $ 3.05 billion, up nearly 15% in value. A little further short to take the iPhone’s relay.

Nicolas Richaud