Recently, overseas institutions have downgraded Apple's rating. For a time, Apple from being bearish in mainland China due to the resurgence of national brands, turned into a global major market bearish on Apple, this bearishness also brought the collapse of Apple supply chain manufacturers of the stock price.

 

 

 

The reasons for foreign institutions to be bearish on Apple, apart from the fact that Apple's share price has risen too much in the previous period, are almost similar to the political correctness issue in mainland China, one is that Google has paid about $15 billion to $20 billion to buy its way to Apple to make Google's search engine the default search engine on iPhones, iPads and Macs, which has been subject to an antitrust lawsuit filed by the U.S. government; and the other is that the European regulator demanded that Apple break the Apple tax monopoly by allowing customers to download apps through channels other than the company's app store, and these similar monopoly allegations were echoed by the U.S. judiciary, which filed another antitrust lawsuit against Apple's app store fees, arguing that Apple's charging for most in-app purchases on its app store, as well as for paid downloads, a It is unreasonable for Apple to charge 15% to 30% for most in-app purchases and paid downloads in its app store.

 

 

 

However, news from the industry chain shows that the foreign bearishness of Apple, more than the departure of a number of Apple's smartphone executives, revealing information that shows the industry's concern about its product planning.

 

 

 

At the end of last year, it was first rumored that the iPhone's multi-touch screen, Touch ID and Face ID and other key technologies Steve Hotelling (Steve Hotelling) will be retired; and then rumored that the current Apple product design vice president TangTan (Tang Tan) will leave in February next year, resulting in Apple's most critical iPhone and Apple Watch two product line business to reorganize.

 

 

 

And Apple has been declared to the public, the next step will put more focus on the space computing platform products AR glasses and HMD headset products. But the industry history of almost twenty years, there is no one enterprise to do these two products particularly successful, shipments simply can not reach the global annual sales of more than 70 million life and death line, belongs to as long as there is a new technology out, will be quickly replaced by the type of product.

 

 

 

HMD headset needless to say, no one will really take a bulky helmet on the street, unless everyone universal popularization of electric motorcycle to send helmets is more or less. And AR glasses, which product people think can be successful, are actually sometimes a false proposition, because traditional glasses have also suffered from the threat of contact lenses, and with the emergence of contact lenses with better biomorphic solubility, there is a possibility that more and more people will no longer favor the nose bridge glasses.

 

 

 

The change of important technical and design talents on Apple's traditional products has created more doubts in the market that Apple might really charge headlong into two products, AR and HMD, just as the industry was skeptical of Apple when it first wanted to make smartphones. Because at that time, no one would think that desktop and laptop screens so large, the Internet to check and reply to emails as well as watch videos, etc. are not convenient, not too much, how can a computer stuffed into a 3.5-inch screen can be successful.

 

 

 

From Apple's development history, in fact, every time a new product category release, will trigger a part of the old product line of personnel to leave, may be because they can not enter the new product team and lost, but also may be feeling the new product weight increase, the old product line of innovation slows down due to the career crisis.

 

 

 

However, every time a new product category was released in the past, it was still under the framework of Apple's original technology line, and most of it was still based on the IOS system platform. But this time Apple's spatial computing platform, it looks like the traditional IOS system is still in the same lineage, but in fact, because it had to implant more AI artificial intelligence part, a lot of things are also really beyond the scope of the original IOS system platform personnel's professional ability.

 

 

 

At the same time, Apple's iPhone cell phone business facing the threat of mainland China brands, as well as cell phone business carries on the application store and the loss of monopoly status such as the default function, as well as before the loss of Apple's product peripheral accessories such as the power cord certification tax collection rights status, etc., have come to the point that people can doubt Apple's time.

 

 

 

In addition there is a saying in the community is that Apple's multi-touch screen, Touch ID and Face ID and other key technologies are still not free from patent disputes, although Apple has been pulling the wool over the eyes of other manufacturers over the years, but in the end there is still no way to other manufacturers of patents to the bypass or declared invalid, simply let the patentee first out of the way, and then replace the technology route to avoid as well.

 

 

 

Because of the patent war on the Apple Watch, it almost made Apple in their home base of the United States to ban the sale.

 

 

 

 

Finally, Apple's HMD headset Apple Vision Pro will be on sale at the end of the month, in addition to the wide invitation to software, games and content manufacturers to cooperate with on-market sales, come up with more application scenarios to create a pop-up application, Apple's technical team is also doubling the production capacity with Sony in the hope that it can be as much as possible to ship, but the industry estimates that the annual production capacity of only about 1 million units, even if it drives the Even if it drives mainland Chinese brands to follow the trend of imitation, the entire industry shipments will not exceed 20 million units, plus other manufacturers simply can not copy Apple's spatial computing platform, the use of poor results can only give Apple to do negative industry experience cultivation.

 

 

 

At this node, bearish Apple into the global political correctness, in fact, is also expected.