Falanqeeyayaasha ma luminayaan rajooyinkooda, iyaga oo saadaalinaya wareegga ugu sarreeya ee Apple

In kasta oo rubuci-kalandarka ee ugu dambeeyay ee sannadkii hore uu ahaa - illaa iyo inta iibka iPhone-ka uu ka walaacsan yahay - runtii guul u ah Apple, calaamad su'aal weyn ayaa wali taagan muddada soo socota. Faafida COVID-19 ee hadda jirta gaar ahaan waxay saameyn weyn ku leedahay xaaladda hadda jirta. Saamiyada iyo wax soo saarka labadaba. Si kastaba ha ahaatee, falanqeeyayaal badan ayaa weli rajo ka qaba waxayna aaminsan yihiin in xaaladda hadda jirta ay noqon doonto mid gaaban. Mid ka mid ah khubarada qaba ra'yigan waa Dan Ives oo ka socda Wedbush, kaasoo saadaaliyay baaskiilka weyn ee Apple ee la xiriira moodooyinka iPhone ee sanadkan.

Sida laga soo xigtay Ives, dhacdooyinka dhowrkii toddobaad ee la soo dhaafay ayaa ruxay nidaamka deegaanka ee Apple ilaa xad marka loo eego sahayda iyo baahida. Balse sida uu hadalka u dhigay, waxa uu aaminsan yahay in xaaladda aan wanaagsanayn ee hadda jirta ay noqon doonto mid muddo kooban jirta. Ives wuxuu sii wadaa inuu u saadaaliyo baaskiilka weyn ee Apple 12 ilaa 18ka bilood ee soo socda, oo ay hormuud ka yihiin iPhones soo socda oo leh isku xirka 5G. Sida laga soo xigtay isaga, Apple waxay sugi kartaa "dabaylaha baahida saxda ah" ee iPhones cusub dayrta, iyada oo 350 milyan oo qof ay ku jiraan kooxda bartilmaameedka ah ee cusboonaysiinta, sida uu qabo Ives. Si kastaba ha ahaatee, Ives ayaa ku qiyaasay in Apple ay maamuli karto inay iibiso 200-215 milyan oo iPhones ah inta lagu jiro rubuci September.

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Inta badan falanqeeyayaasha ayaa isku raacay in Apple deyrtan wuxuu soo bandhigi doonaa iPhones leh isku xirka 5G. Sida laga soo xigtay khubarada, waa qaabkani waa inuu noqdaa soo jiidashada ugu weyn ee moodooyinka cusub. Khubaradu ma diidaan in xaaladda hadda jirta (ma aha oo kaliya) inay adag tahay oo u baahan tahay Apple, laakiin isla mar ahaantaana waxay ku adkaysanayaan aragtiyaha supercycle. Sida laga soo xigtay falanqeeyayaasha, waaxda adeegyadu waa inay sidoo kale qayb weyn ku yeeshaan dakhliga Apple sanadkan - macnaha guud, Dan Ives wuxuu saadaaliyay dakhliga sanadka ee Apple ilaa 50 bilyan oo doolar.