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????Business Insider的亨利?布羅吉特可能會后悔——如果之前還沒后悔的話——用了“大勢已去”來描述蘋果公司(Apple)的iPhone手機在一次comScore市場份額調查中的表現。正如布羅吉特的標題，該次調查似乎顯示“Android勢如破竹。” ????布羅吉特所提到的這次comScore調查顯示，截至2月份的三個月，谷歌(Google)Android手機在美國智能手機市場的份額增長了7個百分點(至33%)，同期蘋果僅增長0.2個百分點(至25.2%)。 ????但根據Asymco的賀拉斯?德迪烏上周三發布的圖表，iPhone的大好局面看來根本就沒有松動。 ????事實上，一季度iPhone銷售同比增長113%，在火爆的假日銷售季后仍在加速。現在，蘋果已是全球第四大受歡迎的手機廠商，超越了Research in Motion、宏達電(HTC)、摩托羅拉(Motorola)、索愛(Sony Ericsson)和中興通訊。 ????“那么，什么讓iPhone大勢已去？”德迪烏反問道。 ????“這種說法，”他寫道，“是基于（1）份額；（2）移動平臺；（3）裝機量；（4）在美國。換言之，如果在整個市場以近三位數增幅增長時，比較美國所有在用的Android手機和iPhones手機(忽略其他非iPhone的iOS設備)，那么iPhone的市場份額擴大確實(有限)。” ????“以這種方式來說明產品增長放緩，很難讓人理解”。 ????你可以閱讀德迪烏對布羅吉特觀點的其他質疑——并訂閱Asymco的RSS feed – 點擊這里。 |
????Business Insider's Henry Blodget may come to regret -- if he doesn't already -- using the phrase "dead in the water" to describe the performance of Apple's (AAPL) iPhone in a comScore market share survey that seemed to show, as Blodget's headline put it, that "Android is destroying everyone." ????The comScore survey to which Blodget was referring showed Google's (GOOG) Android share of the U.S. smartphone market growing 7 percentage points (to 33%) in the three months ending February while Apple's grew only 0.2 (to 25.2%). ????But the iPhone certainly doesn't look like it's drifting in the chart Asymco's Horace Dediu published Wednesday. ????In fact, iPhone sales grew 113% year over year last quarter, gaining steam even after the big holiday quarter. Apple is now the fourth most popular cell phone vendor in the world, bigger than Research in Motion (RIMM), HTC, Motorola (MOT), Sony Ericsson (SNE, ERIC) and ZTE. ????"So what makes the iPhone dead in the water?" Dediu asks rhetorically. ????"The claim," he writes, "was made relative to the (a) share of (b) mobile platforms (c) installed base (d) in the US. In other words, if one adds all Android phones in use vs. the iPhones in use in the US (while ignoring iOS devices other than iPhone) while the market is growing at nearly triple digit rates, then the iPhone is not gaining (much) share. ????"That's the most obtuse way of suggesting a slowing product." ????You can read the rest of Dediu's Blodget takedown -- and subscribe to Asymco's RSS feed -- here. |
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