但是如果苹果坐拥其中某家大型有线公司,就可以通过每月的订购收入进行内部补贴,从而增加电视的利润。苹果还可以立刻获得大量电视和电影内容。此外,如果他们收购了康卡斯特(Comcast,市值1,060亿美元),就能得到买一赠一的优惠。其一是内容生产,其二是管道。如今康卡斯特已经完全收购了美国国家广播环球公司(NBC Universal)。
3. Vertically Integrate. Apple also could vertically integrate in more radical ways. I don't mean buying Hon Hai (aka Foxconn) to control vast labor and production of Apple's hardware. I mean component suppliers like Marvell ($5B mkt cap) or STMicroelectronics ($7B mkt cap) for chips, or Sharp ($3B mkt cap) or Toshiba for LCD displays, etc. Companies like Samsung and LG also supply Apple with displays, but since they compete in end-user devices trying to buy either of them probably wouldn't make sense. The display components are super low margin so Apple is unlikely to do that, but the semi companies conceivably could be a better fit. But at the end of the day vertically integrating wouldn't really transform Apple's business in the way #1 or #2 would.
3、垂直整合。苹果还能以更彻底的方式进行垂直整合。我不是指收购鸿海集团(Hon Hai,又名富士康),以控制大量劳动力和苹果硬件的生产。我指的是收购零部件供应商,比如美满(Marvell,市值50亿美元)或意法半导体(STMicroelectronics,市值70亿美元)以提供芯片,或者夏普(Sharp,市值30亿美元)或东芝(Toshiba)以提供液晶显示屏等等。三星(Samsung)和LG这类公司也向苹果供应显示屏,但是由于它们在终端用户设备上存在一定的竞争,因此收购其中的任何一家可能都没有意义。显示器配件利润超低,因此苹果不太可能做这个,不过可以想见,收购一半股权是个更好的选择。但是说到底,垂直整合并不会像第一条和第二条方案那样真正改变苹果的业务。
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