Market value of $2 trillion: who will be the next Apple winner?

In the face of the new coronavirus pandemic, the world economy has fallen into recession. According to the forecast of the International Monetary Fund on the world economy, the world economy is expected to decline by 4.9% in 2020. Interestingly, global technology companies have been setting record highs in the capital market, especially in the NASDAQ index. After breaking the 10000 point mark, the NASDAQ reached 11625 points as of August 27. At the same time, the market value of apple, Amazon, Microsoft, Google, Facebook and other technology enterprises has reached new highs. < p > < p > since Steve Jobs brought the iPhone to the world, he has reshaped the global mobile phone pattern and promoted the vigorous development of the global mobile Internet. As for apple, it has also benefited from the strong global demand for iPhones and created continuous profits. It is the most profitable technology enterprise in the world. Its net profit in fiscal year 2019 is as high as 55.3 billion US dollars, which makes Apple the world’s largest technology enterprise and the first enterprise in history with a market value of $2 trillion. < p > < p > overall, apple is the global consumer electronics weathervane, leading the development of global smartphone and wearable device industry. In the second quarter of 2020, with the decline of global smart phones, apple still maintains strong growth. According to canalys’ release, in the second quarter of 2020, the global smartphone shipment decreased by 14% year-on-year, while the iPhone shipment increased by 25% against the trend. Huawei, Samsung and other global mobile phone manufacturers declined to varying degrees, especially Samsung’s sharp decline of 30%, giving Huawei the first place in the world’s mobile phones. < / P > < p > it is worth mentioning that as the world’s best-selling high-end smart phone, and Wall Street has high expectations for 5g version of iPhone, iPhone 12 will be released this autumn, and will support 5g network, which will stimulate the upsurge of fruit powder replacement. Some institutional analysts predict that 350 million iPhones will be in the upgrade window. It’s not hard to see that the 5g iPhone will be favored by fruit powder. As a result, Apple’s market value has risen to $2.14 trillion as of August 27, up to 70% this year. Compared with the lowest level on March 23, Apple’s market value has risen by 135% compared with the lowest level on March 23. Compared with Guizhou Maotai, which has the highest A-share market value in China, Apple’s market value is currently 2.2 trillion yuan, which is 6.6 times of its market value. < / P > < p > it should be pointed out that under the leadership of apple, the market value of Microsoft, Amazon, Google, Facebook, Alibaba and other technology giants are constantly setting new record highs. As of August 27, their market values were $1.72 trillion, US $1.7 trillion, US $1.11 trillion, US $835.3 billion and US $762.3 billion respectively. After Apple’s market value broke through the $2 trillion mark, people from all walks of life began to pay attention to who will be next. < / P > < p > in terms of current market value, Microsoft and Amazon have the highest opportunities. Amazon, which is the leader in the global cloud service market, occupies more than one-third of the global market share. Microsoft ranks second in the world with 18% market share. This data comes from IDC. The two cloud giants occupy more than 50% of the global cloud service market. < / P > < p > because of their efforts in the global cloud service market, Microsoft and Amazon are favored by investors in the capital market. Even some Wall Street investment analysts predict that Microsoft is expected to break through the $2 trillion mark in two years, mainly based on their optimistic view of the growing cloud services. < / P > < p > with cloud services, Microsoft has brought a steady growth of the overall intelligent cloud. In fiscal year 2020, the scale of Microsoft’s intelligent cloud is as high as 48.4 billion US dollars. It can be said that cloud service is the core of Microsoft’s trillion dollar Empire, and has replaced windows business to become the largest business sector. Microsoft has become a world-class platform enterprise from the former operating system manufacturer, and has helped the digital transformation of the whole society with cloud services and artificial intelligence. < / P > < p > for Amazon, it has also become a hot target in the capital market with AWS cloud services. For a long time, AWS has been the leader in the global cloud service market, leading the global cloud service market to present a vigorous development trend. At the same time, it has become the preferred machine learning tool for millions of enterprises around the world, such as Amazon. “80% of the machine learning applications deployed in the cloud all over the world are on Amazon sagemaker.” Previously, Dr. Zhang Xia, Chief Strategic Consultant of AWS cloud computing enterprise, said this. < / P > < p > the rich cloud applications make more and more enterprises choose AWS to start the cloud transformation, and boost the AWS cloud services to continue to maintain strong growth. After the revenue scale of 2019 fiscal year reaches 35 billion US dollars, it will enter a new high in 2020. After the revenue of AWS exceeded 10 billion US dollars in the first quarter of fiscal year 2020, the revenue scale in the second quarter reached 10.8 billion US dollars, and the accumulated revenue in the past four quarters exceeded 40 billion US dollars. This revenue scale is beyond the reach of other cloud service providers. < / P > < p > finally, whether Microsoft or Amazon can take the lead in reaching $2 trillion in market value has attracted the attention of the industry. However, a trend which cannot be halted by technology giants is also worrying the industry. The market value of these big technology giants has also raised concerns about technology bubbles. At the same time, I also look forward to the Internet giants with Alibaba and Tencent as the core, and hope that they can write a new chapter and break through the trillion mark like the US technology giants. < p > < p > Yang Jianyong is committed to in-depth understanding of cutting-edge technologies such as 5g, Internet of things economy and artificial intelligence. His views and research strategies have been cited by many authoritative media and well-known enterprises. Skip to content