Apple Business Model - speech memo

Apple Business Model

Peter Chen / petercfchen@me.com

1. Apple employee's Cards are all different (even color different, the only same thing is the logo - Apple Mark)
2. the Mark fixed and all card could be accepted
3. "Apple" the logo is from Genesis (Steve Jobs said)
4. Apple is global 1st mobile device company (mobile devices market status)
5. on-line … (battery capability for one day ...)
6. Intel merged Mcafee 7.68 Billion in 2010
7. Android market share has explosive growing
8. Apple strategy: iPod + iTune (free software) -- for business strategy
9. iPod is a new Block Ships event(Japan) for Sony walkman
10. if Apple like to prompt their product in 10 years ago, it must be fail.
11. main products right now: iPhone, iPod, and iPad.
12. software : a. Office software (iWork) / b. 。。。(multimedia)
13. Peter Chen backgrounds sharing:
Microprocessor: Intel 4 bit CPU. / Software development / be able to Hack … / BIOS ()/
14. Hard Drive could be read for 7 times ( data could be traced by some special technology)
15. Apple is the world wide #1 company (cash, capability, productivity … )
16. HP profit share is very high (because the ink (black-gold) strategy )
17. Apple like to get profit share not revenue share (營收不重要，看利潤)
18. Earn: SanDisk / Apple / Stec / WD / Seagate / LaserCard / Rimage / Synaptics / EMC / HP
19. semiconductor Spending: HP / Apple / Samsung / Dell / Nokia / Sony / Panasonic / Lenovo / Acer / Kingston technology
(iSuppli, July 2010)
20. Apple provides a platform for market sharing ( 3:7 ) for individual developers
21. Cloud computing (雲端）concept starting ---
22. Why the cost is not increasing …
23. Jobs vision:
24. Apple Philosophy: Don't sell products / Never First / Early Adopters / Magic Words / Focus not he feel / Packaging / Keep Moving
25. Haptics (觸覺性） -- 非常重視 that's why LV better than others
25. iPhone usage : male : female = 4 : 6
27. Microsoft not keep moving …
28. Customers --> Participants / Brands --> Purpose / Products --> Enablers / Price --> Perceptions / Promotion --> Stories / Place --> Partners / Relationships --> Communities
29. Mobile Me / App Store / Broadcast / iPad / iTune / iTune U / Applie TV
30. light pic (60 G ~ 100 G ) materials / router and wifi 50G per second
31. Apple TV CPU : A4 / Power Management IC /
32. 鎳氫電池 取代鋰電池 ﹣ 安全，技術提升（已能長效使用）
33. driver IC / 紅外線 Infra-Red Charge Battery
34. RD need to see the future … Smart Phone …
35. Zip Car : loan car … citi bank
36. There are about 200 billion USD stolen by Hackers in this world (Insurance Cop. cover it)
37. Manufacturing is smarter by MEMS sensor , Security by SOC integrated with Crypto, Retina Display, AMOLED & CMOS camera, Material Revolution to Liquid metal,
38. HTC would be stronger …
39. MEMS, Micro Electro Mechanical Systems : 微機電系統
40. RFID implement in IRAQ war (軍火工業 應用很多）
41. iTune is the Soul of Apple : not necessary - Trade-off
42. Simple in Design / Customer Lock-In / Business Model Innovation / Viral Marketing / Value Chain Management / Security / Mobile ATM / Mobile Debit or Credit Card / Mobile Banking
43. because the Camera technology is very modern
44. Language should be very important. Survived or destroyed
45. Long-tail theory
46. Apple does not manufacture but get profit … (they design, order, transfer and deliver service)
47. Communication is very important -- People will died because of loneliness.
49. 高頻訊號：50G 可以在平面 穿透到 100 M 沒問題。