Apple's future global strategy and intensifying competition: Huawei's challenge and Google's legal threat.

November 25, 2024 (excerpt)

In the past week, Apple has made significant announcements regarding future business strategies and market trends, attracting attention. According to prominent analysts, the company's future relies on small yet high-profit businesses. Entry into the smart camera market in 2026 is planned, aiming for shipments on the scale of tens of millions annually. On the other hand, in the Chinese market, Huawei is accelerating competition with new products featuring cutting-edge chips, posing a challenge for Apple to maintain market share.
Furthermore, the high-value contract with Google is under threat due to an antitrust ruling, potentially affecting Apple's revenue base. Amid the intertwining of technological innovation and legal environment changes, Apple's strategic navigation is being tested.

Apple plans to make a full entry into the smart camera market in 2026. This new product is not just a camera, designed with the seamless integration of Apple products in mind. According to TF Securities' Ming-Chi Kuo, Apple aims for over 30 million units shipped annually, which could establish a dominant position in the market if successful.
This strategy reflects Apple's intention to maximize revenue across the entire ecosystem without relying on a single product. Smart cameras will become the core of households, offering new added value by interacting with other Apple devices and services. Particularly as concerns about security and privacy grow, Apple's privacy-focused brand image is expected to differentiate itself from competitors.
However, there are challenges. The current market is dominated by established companies like Amazon and Google. Maintaining price competition and technological superiority will be key. Leveraging Apple's past successes, the fusion of brand strength and user experience is likely to be a breakthrough, but it would be premature to be overly optimistic.