Guo Mingxu: if Apple blocks wechat globally, annual iPhone shipment may drop by 30percent

category:Internet
 Guo Mingxu: if Apple blocks wechat globally, annual iPhone shipment may drop by 30percent


If Apple only removes wechat from the US app store, it will have a negative impact on wechat users in the United States. At this time, it is estimated that iPhone shipment will be revised down by 3 u2013 6%, while the annual shipment of other Apple hardware devices, including airpods, iPad, applewatch and MAC, will be reduced by less than 3%.

On Friday morning, trump signed an executive order banning a number of transactions related to Tencent wechat that are subject to U.S. jurisdiction. Tencent announced in the evening that it was reviewing the potential consequences of the executive order in order to better understand its impact on the company. The company will issue further announcements in due course. Because trump did not specify which transactions were prohibited and how. There is media speculation that apple and Google may not be able to sign an agreement with wechat to ban it from being put on the app store. In addition, the reporter revealed that the administrative ban on wechat is limited to transactions related to wechat and does not involve Tencents game business. According to reports, the investment and research team of tiger Securities said, Tencents domestic revenue accounts for about 96%, while overseas revenue does not exceed 5%. Revenue in the U.S. region is less than 2%, and most of it is from games. So Tencents sensitivity to the United States is not high. But there are concerns that the ban will extend to the game business in the future. Source: Wang Fengzhi, editor in charge of Netease science and Technology Report_ NT2541

On Friday morning, trump signed an executive order banning a number of transactions related to Tencent wechat that are subject to U.S. jurisdiction. Tencent announced in the evening that it was reviewing the potential consequences of the executive order in order to better understand its impact on the company. The company will issue further announcements in due course.

In addition, the reporter revealed that the administrative ban on wechat is limited to transactions related to wechat and does not involve Tencents game business.