我想我是爱琴海
09-11
华而不实为所欲为
和华为比,苹果其实是典型大公司病了
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":348028418752776,"tweetId":"348028418752776","gmtCreate":1726010467175,"gmtModify":1726010468917,"author":{"id":3442974577839237,"idStr":"3442974577839237","authorId":3442974577839237,"authorIdStr":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"d5d1b81d9a9a4306a42a1560851c3454-3","templateUuid":"d5d1b81d9a9a4306a42a1560851c3454","name":"实盘挑战","description":"累计达6个月","bigImgUrl":"https://static.tigerbbs.com/9fec469914e1280bf4801f36539f41fd","smallImgUrl":"https://static.tigerbbs.com/890d6c2bdab9dd1b255a1e7e9ae2264f","grayImgUrl":"https://static.tigerbbs.com/aeea12778e0c2c686984e1efc3ed8fd4","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.03","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>华而不实为所欲为</p></body></html>","htmlText":"<html><head></head><body><p>华而不实为所欲为</p></body></html>","text":"华而不实为所欲为","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/348028418752776","repostId":2466143415,"repostType":2,"repost":{"id":"2466143415","pubTimestamp":1726009660,"share":"https://www.laohu8.com/m/news/2466143415?lang=&edition=full","pubTime":"2024-09-11 07:07","market":"sh","language":"zh","title":"和华为比,苹果其实是典型大公司病了","url":"https://stock-news.laohu8.com/highlight/detail?id=2466143415","media":"前HR随笔","summary":"苹果其实是典型大公司病了:9月10苹果发布了iPhone16,同一天华为发布了华为三折叠手机,两个公司的创新简直天上地下一样;对,全球股价和利润之王创新在地上,被美国绞杀的华为创新捅破天。甚至华为智驾搞得风生水起,而苹果因为智驾研发失败,宣布结束造车计划。所以,苹果这个公司,其实就是大公司病非常严重,打着稳健的口号基本没有太多作为。","content":"<html><body><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>其实是典型大公司病了:9月10苹果发布了iPhone16,同一天华为发布了华为三折叠手机,两个公司的创新简直天上地下一样;对,全球股价和利润之王创新在地上,被美国绞杀的华为创新捅破天。如果不了解背景的,还以为被制裁的是苹果呢。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_37/875E1F5274124610A41169DEC305B4BA3B8DADB3_size124_w720_h1983.jpg\"/></p><p><img src=\"https://x0.ifengimg.com/ucms/2024_37/EFAB0F9CAB7FE051174122BC75FD307313810F2B_size41_w1080_h618.jpg\"/></p><p>华为这次华为三折叠手机相当于一个1/2/3屏手机和10寸平板组合,工作量非常大,特别在薄并如何大和轻方面做了大量创新。</p><p>而这次苹果iPhone16系列创新之少令人惊讶,简直不如很多公司的半年迭代小创新。外观还是那个令人失望万年不变的外观,认为其比上一代最大创新点AI买的Open AI,半成品差不多。照相抄华为5年前P30Pro路子,就是多摄像头+5倍光学变焦,这次就比iPhone15拍照好一点;然后屏幕更大,电池更大,续航比上更好点。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_37/77CFF3AB2E587223437DA5869917FA381071DC8A_size76_w1080_h674.jpg\"/></p><p>就这些,你敢相信是号称信息产业龙头,每年利润超过千亿美元、市值3万亿美元的苹果年度最重要产品的创新点吗?绝大多数业界观察人士都认为太不可思议了,这个公司研发干什么了,这是啥玩意。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_37/A759B83AC88F82AAA518FC479B4887399DF5D8AE_size182_w928_h1222.jpg\"/></p><p>以前苹果创新远不如华为,还有个研发投入不如华为的托词,去年苹果研发投入超过华为;那就是只有一个问题了,严重的大企业病。出现大企业病几个明显特征,可以看几方面:</p><p>第一,一个手机基带多年没有攻克,持续向<a href=\"https://laohu8.com/S/QCOM\">高通</a>购买。当时买<a href=\"https://laohu8.com/S/INTC\">英特尔</a>4G基带业务后捂着鼻子用几年,信号实在差到难以忍受。然后,等5G来后,苹果搞不定5G基带,又一次怂了,再次买高通的基带。</p><p>可是5G基带全球有4个公司搞定啊,华为、高通、联发科、展锐都搞定。尤其展锐公司的5G研发费用连苹果一个零头都没有,却一样搞定5G全网通处理器,还规模出货。苹果这个公司基带研发人员简直就是养猪场,一事无成。</p><p>第二,万年信号不好。苹果信号不好问题消费者吐槽多少年了,但是他们这些年改进了吗?没有。他们发现华为手机信号好是因为有天线分集技术,还专门点名买华为这个专利许可权,提升了,但是就是信号还是在主流厂家最差,更不能和华为比了。</p><p>第三,在照相上,腆着脸跟着华为走。多摄像头、高倍长焦、微距、大底、夜拍、AI影像和计算影像,全部都是华为走在前面,然后苹果扭扭捏捏最终跟着走。一个龙头公司啊,手机摄影这么多创关键大新点,居然都是华为在引领,苹果在跟随,越想越不可思议。</p><p>第四、AI创新失败是大失败。苹果如果不善于硬件创新,那么A这种关键技术居然也躺平了,宣布投降,选择和open AI合作,这多丢脸啊。对比之下,华为有升腾AI芯片,有盘古大模型。甚至华为智驾搞得风生水起,而苹果因为智驾研发失败,宣布结束造车计划。</p><p>AI这种未来技术都干不好,至于快充十年如一日的五伏一安简直就是业界笑话,被敲打到现在才提升上去。口罩时期,他们连屏幕加个指纹这种创新都无法提供,更别提了远不如安卓的各种微创新了。他们的多屏互动、设备流转等很多功能点被消费者认为赤裸裸抄袭了鸿蒙系统。</p><p>所以,苹果这个公司,其实就是大公司病非常严重,打着稳健的口号基本没有太多作为。如果不是因为有iOS生态老本,特别如不是因为美国通过国家行为政治干预市场竞争,全面绞杀华为,今日的苹果一定会非常差。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>和华为比,苹果其实是典型大公司病了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n和华为比,苹果其实是典型大公司病了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-11 07:07 北京时间 <a href=https://tech.ifeng.com/c/8cmSZpL9v9B><strong>前HR随笔</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果其实是典型大公司病了:9月10苹果发布了iPhone16,同一天华为发布了华为三折叠手机,两个公司的创新简直天上地下一样;对,全球股价和利润之王创新在地上,被美国绞杀的华为创新捅破天。如果不了解背景的,还以为被制裁的是苹果呢。华为这次华为三折叠手机相当于一个1/2/3屏手机和10寸平板组合,工作量非常大,特别在薄并如何大和轻方面做了大量创新。而这次苹果iPhone16系列创新之少令人惊讶,简直...</p>\n\n<a href=\"https://tech.ifeng.com/c/8cmSZpL9v9B\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4512":"苹果概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4571":"数字音乐概念","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4585":"ETF&股票定投概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4559":"巴菲特持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4576":"AR","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4575":"芯片概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","BK4550":"红杉资本持仓","BK4515":"5G概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","NVDA":"英伟达","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","AAPL":"苹果","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4507":"流媒体概念"},"source_url":"https://tech.ifeng.com/c/8cmSZpL9v9B","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466143415","content_text":"苹果其实是典型大公司病了:9月10苹果发布了iPhone16,同一天华为发布了华为三折叠手机,两个公司的创新简直天上地下一样;对,全球股价和利润之王创新在地上,被美国绞杀的华为创新捅破天。如果不了解背景的,还以为被制裁的是苹果呢。华为这次华为三折叠手机相当于一个1/2/3屏手机和10寸平板组合,工作量非常大,特别在薄并如何大和轻方面做了大量创新。而这次苹果iPhone16系列创新之少令人惊讶,简直不如很多公司的半年迭代小创新。外观还是那个令人失望万年不变的外观,认为其比上一代最大创新点AI买的Open AI,半成品差不多。照相抄华为5年前P30Pro路子,就是多摄像头+5倍光学变焦,这次就比iPhone15拍照好一点;然后屏幕更大,电池更大,续航比上更好点。就这些,你敢相信是号称信息产业龙头,每年利润超过千亿美元、市值3万亿美元的苹果年度最重要产品的创新点吗?绝大多数业界观察人士都认为太不可思议了,这个公司研发干什么了,这是啥玩意。以前苹果创新远不如华为,还有个研发投入不如华为的托词,去年苹果研发投入超过华为;那就是只有一个问题了,严重的大企业病。出现大企业病几个明显特征,可以看几方面:第一,一个手机基带多年没有攻克,持续向高通购买。当时买英特尔4G基带业务后捂着鼻子用几年,信号实在差到难以忍受。然后,等5G来后,苹果搞不定5G基带,又一次怂了,再次买高通的基带。可是5G基带全球有4个公司搞定啊,华为、高通、联发科、展锐都搞定。尤其展锐公司的5G研发费用连苹果一个零头都没有,却一样搞定5G全网通处理器,还规模出货。苹果这个公司基带研发人员简直就是养猪场,一事无成。第二,万年信号不好。苹果信号不好问题消费者吐槽多少年了,但是他们这些年改进了吗?没有。他们发现华为手机信号好是因为有天线分集技术,还专门点名买华为这个专利许可权,提升了,但是就是信号还是在主流厂家最差,更不能和华为比了。第三,在照相上,腆着脸跟着华为走。多摄像头、高倍长焦、微距、大底、夜拍、AI影像和计算影像,全部都是华为走在前面,然后苹果扭扭捏捏最终跟着走。一个龙头公司啊,手机摄影这么多创关键大新点,居然都是华为在引领,苹果在跟随,越想越不可思议。第四、AI创新失败是大失败。苹果如果不善于硬件创新,那么A这种关键技术居然也躺平了,宣布投降,选择和open AI合作,这多丢脸啊。对比之下,华为有升腾AI芯片,有盘古大模型。甚至华为智驾搞得风生水起,而苹果因为智驾研发失败,宣布结束造车计划。AI这种未来技术都干不好,至于快充十年如一日的五伏一安简直就是业界笑话,被敲打到现在才提升上去。口罩时期,他们连屏幕加个指纹这种创新都无法提供,更别提了远不如安卓的各种微创新了。他们的多屏互动、设备流转等很多功能点被消费者认为赤裸裸抄袭了鸿蒙系统。所以,苹果这个公司,其实就是大公司病非常严重,打着稳健的口号基本没有太多作为。如果不是因为有iOS生态老本,特别如不是因为美国通过国家行为政治干预市场竞争,全面绞杀华为,今日的苹果一定会非常差。","news_type":1},"isVote":1,"tweetType":1,"viewCount":431,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":16,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/348028418752776"}
精彩评论