It’s amazing what you see when you look closely at numbers, and super-analyst Horace Dediu of Asymco looks closer than most. Parsing some of Tim Cook’s keynote speech at Goldman Sachs earlier this week, he did some digging came up with the incredible graph you see above.
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Wall Street analysts can be an odd sort. Apple is seen as a red hot company producing must-have products, yet many observers of the Cupertino, Calif. tech giant are downright wet blankets when it comes to Apple’s future. Monday, a fellow analyst said pessimists predicting Apple will grow -2 percent must live in some alternate universe where up is down and iPhones don’t sell.
We’ve been hearing a lot lately about the so-called iTV, Steve Jobs’s “cracking” of the HDTV problem. But what if the iTV is just a rumor, and Apple instead plans on fixing television by making iMacs into HDTVs?
To underline how important China has become in Apple’s overall sales, the tech giant’s new iPhone 5 will be sold by that nation’s three top mobile carriers by year’s end, according to a Friday report.
When Apple releases the new iPhone in September, which is it going to be: a modest speed bump called the iPhone 4S or a major update called the iPhone 5? Both, according to one analyst. Is he nuts?
Given Apple’s history fulfilling a yearly iOS device refresh cycle, we’ve been taking the iPad 2’s debut in late March or early April as read, but if a recent analyst report is to be believed, Cupertino might very well miss that day… delaying the iPad 2 into June.
According to a report by Yuanta analysts Vincent and Alison Chen, the iPad 2 may be delayed until June because of “production bottlenecks” at manufacturer Hon Hai Precision.
“Our checks suggest new issues are being encountered with the new production and it is taking time to resolve them,” said Chen in the report. “As a number of Android 3.0 tablets are being launched in April and May, the delay in iPad 2 shipments may give the Android camp a brief window of opportunity.”
After consistently undervaluing Apple, Wall St. analysts are now saying the company should be the most valuable company on Earth.
At least five firms Wall St. have upped their 12-month forecasts to an average of $467, putting Apple’s market cap at $433.7 billion, way past Exxon Mobil’s $423.2 billion.
Apple’s stock hit a new all-time high today of $355.12, valuing it at $326.6 billion. The biggest bull on Apple’s stock, Ticonderoga Securities, says it’s going to $550 thanks to future sales in China.
One of the little secrets that has made Apple the most profitable company in tech is their ability to achieve high margins on their gizmos, but the new MacBook Airs might set a record even for Apple: according to analysts who have estimated its bill of materials, the entry-level, 11.6-inch MacBook Air costs only $718 to make.
That means that for every 11.6-inch MacBook Air Apple sells, they make $281, a profit margin of 28.1%. That’s for the 64GB: buy yourself a 128GB MacBook Air and the profit margin jumps to 34%. Buy a 128GB 13.3-inch MacBook Air and that margin nudges forward again, this time to 37%.
Those margins are excellent, even comparatively: Apple, on average, achieves a profit margin of just 20% on the rest of their laptops.