Chaozhou: New iPad sales will be much lower than any previous generation

And every time Apple products enter the Chinese market, the channel is not yet available, and parallel importation is a priority. On the afternoon of Friday (16th), a Shenzhen Huaqiang Peking University dealer Li Qiang (a pseudonym) sent a MMS letter to reporters. In the picture, he holds a New iPad in his hand. "It has already shipped on a large scale."

According to digital Dashu estimates, as of yesterday afternoon, Huaqiang North has held nearly 200,000 units of the New iPad supply reserve. The first to arrive is Hong Kong's mainstream goods. These goods only need to go through the customs to Huaqiangbei from Hong Kong. Subsequently, many US New iPads have also arrived in Shenzhen.

All roads are well-matched, and earlier generations of iPhone and iPad sales have made the entire industry chain with Huaqiang North as the core. Take the U.S. version of the machine as an example. In the United States, large agents often use US$20/table purchase fee as a bar to instruct Chinese immigrants, foreign students, etc. to receive a large quantity of goods from the US regular channels of Apple products. Then these machines are charged at RMB 120 each. About transportation costs arrived in Hong Kong. Here, the United States version, Hong Kong version and other versions of the parallel import and export, and then through the "water passenger" (line terminology called "tanning") human flesh carry to Beijing.

These costs fluctuate with various factors such as the release of new generation products and changes in market holdings. For example, the price of the iPhone with trailers was reduced from 80 yuan/set at the end of last year to 60 yuan/set; the iPad series has a relatively high carrying capacity due to its large size. Last year, the iPad 2's clearance fees were once as high as 120 yuan. Taiwan, now New iPad has dropped to 80 yuan/set.

Apple is currently claiming that the shortage of the New iPad is out of stock again. Many people in Huaqiangbei have told this newspaper that the domestic smuggling industry should be partly related to this. Another Shanghai-based Apple purchasing agent that directly transfers goods from the United States also disclosed to the newspaper that when the iPhone 4 was in short supply last year, an on-site agent in Los Angeles was even able to move all the parts of the region for a period of time. iPhone4 is all in the bag. "A lot of local people can't buy it.

Dozens of Huaqiangbei's Dahushui received the goods and quickly sold them out to the broad market in mainland China. According to a number of large-scale distributors, whether it is the iPhone or the iPad, Huaqiang North has transported more than 90% of the country's parallel imports, which accounted for more than 50% of the national market share.

The speed is really fast. On March 16th, the spot of New iPad has appeared on the store in Zhongguancun, Beijing. However, despite having obtained the first batch of supplies for New iPad, Zhang Hao (a pseudonym), an Apple store seller in Zhongguancun, is still not happy.

"The iPad is not as good as one season." Zhang Hao said that New iPad sales are now bleak. Zhang Hao said that in accordance with past experience, parallel sellers must first look at how the US market responds. If foreign sales are so hot, domestic sales will not be enough, and the quantity of orders will naturally increase; followed by pre-heating according to the user’s reservations. According to the actual needs of domestic users decide the order quantity.

Zhang Hao predicts that the New iPad's parallel price will fall faster than the iPad 2 price at that time. "The iPad 2 was just as expensive as Hong Kong when it came in. Now the price of the WiFi version of the new iPad 16G is around 3,800 yuan, which is only 700 yuan more than Hong Kong."

In fact, on the second day of parallel imports (March 17), the New iPad has experienced a big price drop. Taking the 16G WiFi version as an example, the retail price of Huaqiangbei fell from RMB 4250-4300 on the first day of landing to RMB 3750-3800, and it dropped by RMB 500.

Li Qiang said that this was related to the fact that Hong Kong local cattle bought a lot of goods from Apple's official website in Hong Kong and then went to Huaqiang Peking University's Merchandiser Office. "This is equal to adding a lot of supply." It seems to be inferred from this that Apple's stocking in Hong Kong seems to have strengthened.

In addition, the price drop, the terminal shipments from all over the country may be related to the lack of innovation in the product itself. Zhang Hao explained that when the iPad was first-generation listed, it could be said that it was the pioneer of the tablet computer. The seller and the consumers were more curious, and when it came to the iPad 2, it had a qualitative leap compared to the iPad, so it was still relatively hot. But on the iPad 3, "tablets are known to everyone," and in terms of the product itself, and the iPad 2's appearance, design has not changed much, just in the resolution, camera and some other aspects of the "little slapstick "improvement of.

Li Qiang also said that at present, the shipment speed of Dashuihe is actually lower than that of the iPad 2 era. “The new iPad has a limited increase in appearance and functionality compared to the iPad 2, and many people with the iPad 2 feel that there is no need to replace it.”

It may be more than Zhang Hao's concern. In the face of the New iPad cross-border buying trend, the Shenzhen Customs has also stepped up efforts to investigate. Shenzhen Customs has stated that it has increased the illegal investigation of illegal acts such as smuggling of New iPads into the country by illegally carrying or passing through personal ties or baggage hiding. Because it is illegal and illegal for individuals to illegally bring in new iPads after they purchase new iPads abroad, passengers must declare them at the time of entry and register at the port to pay taxes.

Customs officials said that the tablet computer, including the New iPad, is one of the 20 kinds of goods that should be taxed by the state. It is illegal and illegal to carry the New iPad after it is purchased. Once it is discovered, it will be transferred to the private sector.

It is understood that according to the relevant tax rate, if passengers declare to purchase a New iPad, the tax amount is about 850 yuan. Shenzhen's aquatic dealers also told this newspaper that due to the “two sessions” that had just passed through the country, the Customs tightened supervision on “dragging work”, making the picking speed slower than before.

Yi Yi, CEO of the consulting firm Zhang Yi, predicts that the innovative capabilities of the New iPad product itself are lackluster, coupled with the new customs regulations to block a lot of consumer enthusiasm, is expected to in addition to a small amount of "fruit powder" will not hesitate to purchase tax in the first time, the New iPad sales will Far less than any previous iPad generation.

Some vendors estimate that the daily volume in Beijing is currently around 20-40 units.