{"id":2416,"date":"2025-12-09T11:08:35","date_gmt":"2025-12-09T11:08:35","guid":{"rendered":"https:\/\/www.iforbes.cz\/?p=2416"},"modified":"2025-12-09T11:08:35","modified_gmt":"2025-12-09T11:08:35","slug":"apple-po-14-letech-miri-na-post-globalniho-lidra-samsung-bude-druhy","status":"publish","type":"post","link":"https:\/\/www.iforbes.cz\/index.php\/2025\/12\/09\/apple-po-14-letech-miri-na-post-globalniho-lidra-samsung-bude-druhy\/","title":{"rendered":"Apple po 14 letech m\u00ed\u0159\u00ed na post glob\u00e1ln\u00edho l\u00eddra. Samsung bude druh\u00fd"},"content":{"rendered":"\n<p><strong>Podle analytik\u016f z Counterpoint Research bude rok 2025 na glob\u00e1ln\u00edm trhu se smartphony kl\u00ed\u010dov\u00fdm miln\u00edkem. Poprv\u00e9 po 14 letech se v\u00fdrobcem s nejvy\u0161\u0161\u00edm po\u010dtem dodan\u00fdch za\u0159\u00edzen\u00ed nestane Samsung, ale Apple. Faktor\u016f zp\u016fsobuj\u00edc\u00edch tento obrat je n\u011bkolik \u2013 mezi ty prim\u00e1rn\u00ed se v\u0161ak \u0159ad\u00ed chov\u00e1n\u00ed spot\u0159ebitel\u016f, strategie firem a tak\u00e9 celkov\u00e9 sm\u011b\u0159ov\u00e1n\u00ed sektoru. Ot\u00e1zkou je, zda si Apple tuto dynamiku udr\u017e\u00ed i v dal\u0161\u00edch letech.<\/strong><\/p>\n\n\n\n<p><strong>iPhone 17<\/strong><\/p>\n\n\n\n<p>O nast\u00e1vaj\u00edc\u00ed zm\u011bn\u011b celosv\u011btov\u00e9ho po\u0159ad\u00ed technologick\u00fdch gigant\u016f z hlediska dodan\u00fdch za\u0159\u00edzen\u00ed informovala jako prvn\u00ed spole\u010dnost Counterpoint Research. Podle \u00fadaj\u016f poskytnut\u00fdch pro CNBC se odhaduje, \u017ee Apple v roce 2025 dod\u00e1 p\u0159ibli\u017en\u011b 243 milion\u016f iPhon\u016f, zat\u00edmco Samsung okolo 235 milion\u016f smartphon\u016f. Na z\u00e1klad\u011b toho je samoz\u0159ejm\u011b mo\u017en\u00e9 ur\u010dit i procentu\u00e1ln\u00ed tr\u017en\u00ed pod\u00edl jednotliv\u00fdch hr\u00e1\u010d\u016f \u2013 Apple by m\u011bl zastupovat 19,4 %, zat\u00edmco Samsung 18,7 %. Zlomov\u00fdm bodem tohoto p\u0159erozd\u011blov\u00e1n\u00ed sil bylo z\u00e1\u0159ijov\u00e9 p\u0159edstaven\u00ed nov\u00e9 s\u00e9rie iPhone 17. V n\u00e1vaznosti na to je pro v\u00fdrobce smartphon\u016f velmi podstatn\u00e9 monitorovat tzv. holiday season. Apple v n\u00ed letos zaznamenal nadpr\u016fm\u011brnou v\u00fdkonnost \u2013 prodeje za prvn\u00ed \u010dty\u0159i t\u00fddny vzrostly v porovn\u00e1n\u00ed s minul\u00fdm rokem (iPhone 16) na \u00fazem\u00ed Spojen\u00fdch st\u00e1t\u016f o 12 %, p\u0159i\u010dem\u017e v \u010c\u00edn\u011b byl r\u016fst dokonce a\u017e 18 %.*<\/p>\n\n\n\n<p><strong>Star\u00fd za nov\u00fd<\/strong><\/p>\n\n\n\n<p>V\u00fdsledek v\u0161ak nelze vn\u00edmat izolovan\u011b pouze na z\u00e1klad\u011b technologick\u00fdch novinek spojen\u00fdch s nov\u00fdm modelem. Z\u00e1sadn\u00ed roli sehr\u00e1l tak\u00e9 faktor, kter\u00fd analytici ozna\u010duj\u00ed jako inflection point ve v\u00fdm\u011bnn\u00e9m cyklu. Jeho podstatou je, \u017ee obrovsk\u00e9 mno\u017estv\u00ed z\u00e1kazn\u00edk\u016f, kte\u0159\u00ed nakoupili sv\u00e1 za\u0159\u00edzen\u00ed b\u011bhem pandemie Covid-19, tedy v rozmez\u00ed let 2020 a\u017e 2021, vstupuje v tomto a n\u00e1sleduj\u00edc\u00edm roce do obdob\u00ed p\u0159irozen\u00e9 v\u00fdm\u011bny smartphonu. Tento jev z\u00e1rove\u0148 umoc\u0148uje i rozr\u016fstaj\u00edc\u00ed se z\u00e1kladna sekund\u00e1rn\u011b prodan\u00fdch iPhon\u016f. Od roku 2023 do poloviny roku 2025 bylo podle odhad\u016f Counterpoint Research takto prod\u00e1no v\u00edce ne\u017e 358 milion\u016f pou\u017eit\u00fdch iPhon\u016f.<\/p>\n\n\n\n<p><strong>Samsung pod tlakem<\/strong><\/p>\n\n\n\n<p>Zat\u00edmco Apple t\u011b\u017e\u00ed ze sv\u00e9ho relativn\u011b uzav\u0159en\u00e9ho zp\u016fsobu veden\u00ed ekosyst\u00e9mu a sez\u00f3nnosti, Samsung \u010del\u00ed \u010d\u00edm d\u00e1l v\u011bt\u0161\u00edmu tlaku v segmentu, kde byl dlouh\u00e9 roky doma \u2013 ve smartphonech st\u0159edn\u00ed a ni\u017e\u0161\u00ed t\u0159\u00eddy. Hlavn\u00edm konkurentem se pro n\u011bj st\u00e1vaj\u00ed \u010d\u00edn\u0161t\u00ed v\u00fdrobci, kte\u0159\u00ed se zam\u011b\u0159uj\u00ed p\u0159edev\u0161\u00edm na agresivn\u00ed cenovou politiku. I proto za\u010d\u00edn\u00e1 p\u0159evl\u00e1dat n\u00e1zor, \u017ee n\u00e1vrat Samsungu na pozici jedni\u010dky bude \u010d\u00edm d\u00e1l n\u00e1ro\u010dn\u011bj\u0161\u00ed a pravd\u011bpodobn\u011b si vy\u017e\u00e1d\u00e1 z\u00e1sadn\u00ed zm\u011bny v portfoliu \u010di celkov\u00e9 strategii.<\/p>\n\n\n\n<p><strong>Budoucnost portfolia Apple<\/strong><\/p>\n\n\n\n<p>P\u0159i pohledu do budoucnosti je mo\u017en\u00e9 jako prvn\u00ed pozorovat pl\u00e1ny na roz\u0161i\u0159ov\u00e1n\u00ed produktov\u00e9ho portfolia prost\u0159ednictv\u00edm uveden\u00ed cenov\u011b dostupn\u011bj\u0161\u00edho modelu iPhone 17e, a to s c\u00edlem v\u011bt\u0161\u00edho p\u0159ibl\u00ed\u017een\u00ed se z\u00e1kazn\u00edk\u016fm v rozvojov\u00fdch zem\u00edch. Sou\u010dasn\u011b se k tomu p\u0159id\u00e1vaj\u00ed i dlouho o\u010dek\u00e1van\u00e9 technologick\u00e9 inovace, jako nap\u0159\u00edklad prvn\u00ed skl\u00e1dac\u00ed iPhone, komplexn\u00ed redesign iPhonu v roce 2027, v\u00fdznamn\u00e9 aktualizace intern\u00edho hlasov\u00e9ho asistenta Siri a dal\u0161\u00ed AI funkcionality, kter\u00e9 si dne\u0161n\u00ed trh mimo\u0159\u00e1dn\u011b vy\u017eaduje. V z\u00e1v\u011bru je situaci mo\u017en\u00e9 shrnout stanoviskem op\u011bt ze strany Counterpoint Research, kter\u00e9 vyjad\u0159uje potenci\u00e1l toho, \u017ee Apple udr\u017e\u00ed vedouc\u00ed pozici minim\u00e1ln\u011b do roku 2029.<\/p>\n\n\n\n<p><strong>Ol\u00edvia Lacenov\u00e1, analyti\u010dka <\/strong><a rel=\"noreferrer noopener\" href=\"https:\/\/www.wonderinterest.com\/cs\" target=\"_blank\"><strong>Wonderinterest Trading Ltd.<\/strong><\/a><strong> <\/strong><\/p>\n\n\n\n<p><em>Foto: AdobeStock<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Podle analytik\u016f z Counterpoint Research bude rok 2025 na glob\u00e1ln\u00edm trhu se smartphony kl\u00ed\u010dov\u00fdm miln\u00edkem. Poprv\u00e9 po 14 letech se<\/p>\n","protected":false},"author":1,"featured_media":2417,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout"},"categories":[58],"tags":[350,336,190,477,266],"_links":{"self":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2416"}],"collection":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/comments?post=2416"}],"version-history":[{"count":1,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2416\/revisions"}],"predecessor-version":[{"id":2418,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2416\/revisions\/2418"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media\/2417"}],"wp:attachment":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media?parent=2416"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/categories?post=2416"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/tags?post=2416"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}