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哪里可以看到苹果 2012 财年四季度分析师会议的全程文字记录( 三 )

Marshall is asking about U.S. iPhone activations being faster than international.Cook: We launched iPhone 5 during the quarter. I would have expected that versus the rest of the world.2:52 pm: Question from Keith Bachman, BMO: Will the iPhone 5 launch in China in the December quarter?Cook: Yes, it will.Bachman: Will you end the quarter with a backlog?Cook: I am not projecting whether supply and demand will be in balance. I’m confident we’ll be able to supply quite a few during the quarter. Demand is very robust.Chris Whitmore of Deutsche Bank asking about the iPad. Specifically asking Cook for his view for emerging model of subsidies on tablets. Like Amazon’s Kindle Fire. How is that impacting the iPad business?Cook: We’ve seen low-cost challengers before. Ipad beats every product at any price. We’re confident our focus on making the best product is what will win at the end of the day and we will stay true to that.Whitmore: Asking about suppliers. Is that creating an added layer of complexity and to what extent is that contributing to higher cost structure?Cook: I would not say there has been a significant change in supplier partners. I wouldn’t describe any change as significant. There hasn’t been one that would drive more cost.Whitmore: I was asking about LCD screens and Samsung.Cook: No change in cost, and we continue to have a commercial relationship with Samsung (despite the epic lawsuits).2:57 pm: Question from someone whose name I didn’t get: Why is the time for iPad mini now right?Cook: The comment that I think you’re referencing are comments that Steve Jobs had made about 7-inch tablets. We would not make a 7-inch tablet. We don’t think they’re good products. We would never make one. One of the reasons is size. Not sure if you saw our keynote, but the difference in just the real estate size in 7.9 vs. 7 is 35 percent, and when you look at usable area is much great than that, more like 57 percent. IPad mini has the same number of pixels as the iPad 2 does. You have all 275,000 apps that are iPad ready. IPad mini is a fantastic product, it is not a compromised product. It’s in a whole different league.Cook: Sorry, I missed that guy’s second question. Oppenheimer is now speaking about gross margins and the effect on them by the sheer number of products that Apple just announced.Oppenheimer: We are also going to work to get down the cost curves as we have done in the past. No change in what we try and work on and we’ll report to you in January how we did. And that’s it. Thanks for being here.
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