American analysts are already starting to speculate that in 2011 the growth recorded by Apple could slow down. According to them, Apple would practically be in a phase of stagnation in which the company would no longer produce innovative products such as the iPhone or iPad, and the increase in market share and revenues from sales could stop. Several analysts of Fortune magazine and several others from other large American financial companies are of the opinion that this year Apple will no longer innovate, will no longer break records in terms of revenues or sales, basically they suggest that 2011 could be the year in which the success of the Apple company will end.
Last year investors were excited about Apple's massive tablet head start and iPhone share gains/market expansion (eg the Verizon iPhone)," he wrote by way of explanation. "This year, the multiple has been compressed by the market. Investors appear more restrained than last year, considering the big run in the stock. It reflects market uncertainty regarding what will drive the next leg of growth, how much or not Android will impact Apple, Steve's health, etc. A year ago, the iPad was a new source of revenue for Apple," says Gillis. "Growth over zero was tremendous. Now it's not, and revenue growth has to slow down.
On the one hand, the American analysts are right, the iPad 2 did not bring anything revolutionary, but on the other hand, WWDC 2011 must be taken into account, where Apple introduced iCloud, a new online backup and data transfer system. iCloud is not as innovative as the iPad or iPhone, but it is a strong point of the Apple company and will certainly contribute to the increase in sales of iDevices and more. Now everyone expects from Apple revolutionary iDevices and not new versions of Mac OS X, so on the one hand it is understandable why most consider WWDC 2011 to be a failure, but you will see in the fall how much iCloud will matter.
