Strategi "BODOH" Apple Yang Selalu Telat Inovasi

Summary

The video script discusses Apple's controversial entry into the VR headset market with a high-priced product amidst declining sales in the industry. It questions the strategy behind this move, considering Apple's history of late market entries and successful market disruptions with superior products. The script also explores Apple's R&D investments, the potential of the XR market, and the company's ecosystem strength, suggesting that despite initial skepticism, Apple's branding and innovation could yet again redefine the market.

Takeaways

• 🍏 Apple's entry into the VR headset market with a high price tag of 50 million rupiah has raised eyebrows and caused a temporary drop in their stock value.
• 📉 The stock market reacted quickly to the news, with Apple losing approximately $85 million in market value within 40 minutes due to perceived overpricing.
• 💡 The concept of 'Price Skimming' is introduced as a strategy that Apple might be employing, where they release a high-priced product to test the market before potentially lowering the cost for a wider audience.
• 🔬 Apple's significant investment in R&D, amounting to $100 million over the past five years, is highlighted as a testament to their commitment to innovation and product quality.
• 🛠️ The 'Apple New Product Process' (ANPP) is mentioned as a systematic approach that Apple uses to develop and launch new products, emphasizing their strategic planning.
• 🤔 The script questions the wisdom of Apple entering a market that has seen a decline in sales, with the example of Meta's VR headset struggling to sell at $499.
• 🧙‍♂️ A tech reviewer's quote, comparing the Apple product to 'magic', suggests a high level of innovation and user experience that could justify the high price.
• 🏆 Apple's reputation as 'The Master of Late Entry' is discussed, pointing out their history of entering markets late but revitalizing them with superior products.
• 📈 Historical examples of Apple's impact on markets, such as the iPhone, iPod, and smartwatches, demonstrate their ability to significantly grow the market size upon their entry.
• 🌐 The potential of the Extended Reality (XR) market, which Apple is entering with their VR headset, is projected to grow massively, with predictions of a $100 million market by 2026.
• 🔒 Apple's ecosystem strategy is emphasized, explaining how their products are designed to be interconnected, creating a 'stickiness' that makes it difficult for users to switch to other brands.

Q & A

What is the main concern expressed in the script about Apple's recent move?

The script expresses concern over Apple's decision to sell a VR headset at a high price of 50 million rupiah, which the speaker believes is too expensive and may not make sense in the current market, leading to a drop in Apple's market value.

What market strategy is mentioned in the script that Apple might be using?

The script mentions 'price skimming' as a possible market strategy that Apple might be using, which involves setting a high initial price for a new product to generate revenue from early adopters before gradually lowering the price.

What is the significance of the 'Apple New Product Process' (ANPP) mentioned in the script?

The ANPP is Apple's process for developing new products, which involves extensive research and development (R&D). The script highlights that Apple has spent $100 million on R&D over the past five years, indicating a commitment to innovation and quality in their products.

How does the script describe Apple's entry into new markets?

The script refers to Apple as 'The Master of Late Entry,' suggesting that Apple often enters markets late but manages to revitalize them with innovative products that outperform existing offerings.

What impact did Apple's entry have on the smartphone market when they launched the iPhone?

The script states that before the iPhone was created, the global smartphone market was valued at $82 million. After the iPhone's launch, the market value increased dramatically to nearly $500 million, demonstrating Apple's ability to significantly expand market size with their products.

What is the script's perspective on the future of Apple's involvement in the AR/VR market?

The script suggests that despite the high price and current lack of popularity in the AR/VR market, Apple's entry with a high-quality product could potentially transform the market similar to their past entries into other product categories.

What is the term used in the script to describe the concept of a company that is consistently successful over a long period?

The script uses the term 'compounding' to describe a company's consistent success, suggesting that Apple's ecosystem and product lines are interconnected, creating a strong customer base and market presence.

How does the script justify the high price of Apple's new VR headset?

The script justifies the high price by suggesting that Apple's products are of exceptional quality and that the company has a history of successfully entering markets with high-priced, innovative products that redefine the market.

What is the role of 'brand' in Apple's strategy as discussed in the script?

The script emphasizes the power of Apple's brand in creating 'switching costs,' making it difficult for consumers to move from Apple products to competitors, even if the competitors offer similar or cheaper products.

What is the script's view on the potential growth of the XR (Extended Reality) market?

The script predicts significant growth for the XR market, with an expected market value of $100 million by 2026, indicating that Apple's entry into this market could be timely and lucrative.

What promotional offer is mentioned in the script for investing in Apple through Nanovest?

The script mentions a promotional offer of 40,000 rupiah free for those who sign up with the provided code to invest in Apple through Nanovest, highlighting an incentive for potential investors.