蘋果能賣出多少iTV?
????如果蘋果(Apple)有朝一日真的決定推出電視機,我敢打賭它一定會大賣特賣。事實上,投資銀行Piper Jaffray分析師吉恩?蒙斯特上周甚至預測,蘋果電視機推出第一年,全年銷量將有望突破1,000萬臺。 ????兩周前,蒙斯特曾表示,蘋果電視將于2013年11月上市,價格在1,500到2,000美元之間,尺寸為42英寸到55英寸。如果一切按照蒙斯特預測,這款新電視將為蘋果在2014財年帶來150億美元營收。 ????蘋果電視的利潤率高達25%,比傳統電視廠商高出不少,后者這些年來只能眼睜睜地看著電視機利潤不斷下滑。一方面是由于電視市場的不景氣,去年全球電視銷量萎縮6%;另一方面則是電視機售價的日益下跌。【瑞軒(Vizio )和松下(Panasonic)等廠商制造的同樣大小的電視機售價均低于1,000美元。】 ????誠然,這一切還只是猜想,最多也只能算是蒙斯特根據大量信息做出的預測。雖然蒂姆?庫克已公開表示對客廳里的電視“很感興趣”,但蘋果仍未表態究竟是否存在這樣的產品。不過,這依然阻擋不了我們對顛覆性的iTV充滿期待與渴望。(財富中文網) ????譯者:項航 |
????If (and when) Apple finally decides to introduce a TV set, you can bet sales will be big. So big in fact, Piper Jaffray analyst Gene Munster this week predicted the company could move 10 million TVs during its first full year on the market. ????In the past, Munster has said he sees the TV arriving as soon as this November priced anywhere between $1,500 and $2,000 and measuring 42-inches to 55-inches. If that's the case, the device could add an additional $15 billion in sales to Apple's (AAPL) 2014 fiscal year. ????The TV could also have a 25% profit margin, a higher margin than usual for TV makers, which in recent years have seen their margins shrink. That's due to a combination of slumping sales -- worldwide TV sales declined 6% last year -- and lower prices. (Comparably sized sets from companies like Vizio and Panasonic start under $1,000.) ????To be sure, all of this remains speculation and, at best, a well-informed projection on Munster's part. Though Tim Cook has publicly expressed an "intense interest" in the living room TV experience, Apple has yet to confirm the existence of such a product. Still, the idea of an industry-changing iTV remains a tantalizing one. |