圖片來源: IHS iSuppli
|
????周三，HIS iSuppli發(fā)布報告，證實了此前多數(shù)專家早已假定的情況：蘋果公司已超過惠普公司和三星公司，成為所謂的原始設備制造商（OEMs）中全球最大的半導體消費者。 ????據(jù)分析師Wenlie Ye的分析，2010年，蘋果公司對存儲芯片的需求增長了79.6%，并且仍在持續(xù)增長。 ????iSuppli就這種現(xiàn)象產(chǎn)生的原因所作的一番闡釋讀起來像是直接從斯蒂夫?喬布斯的腳本中抽出來的一頁：（引用如下） ????盡管蘋果公司和惠普公司在計算機領域已經(jīng)競爭多年，但細查兩家公司在半導體方面的開支就知道，這是兩家截然不同的公司。 ????準確的說，蘋果公司是無線設備制造商，而不是計算機制造商。它2010年半導體預算中約61%花在了iPhone和iPad這類無線產(chǎn)品上。相比之下，惠普公司2010年半導體支出中的82%都用到了計算機類產(chǎn)品上，如臺式機、筆記本和服務器等。 ????這個消息對蘋果公司來說是一大利好：2010年，智能手機和平板電腦市場大幅增長，遠超計算機細分市場。2010年，智能手機出貨量增長62%，由于蘋果公司iPad的上市，平板電腦出貨量更是猛增超過900%。 ????相比之下，2010年全球PC出貨量僅微幅增長14.2%。 ????蘋果公司在硬件銷售方面的優(yōu)勢在于其設備本身和媒體生態(tài)系統(tǒng)——每種蘋果產(chǎn)品都通過iTunes/iOS相連接，并能與其他各種蘋果產(chǎn)品協(xié)同工作。如此一來，蘋果操作系統(tǒng)的忠實用戶每多買一臺蘋果設備，都能獲得更大的價值，因此這些用戶就不再愿意離開蘋果的領地。 ????換言之，通過統(tǒng)一的操作系統(tǒng)，蘋果公司充分利用了每臺設備，帶動其他設備的銷售。設備銷量上升之后，蘋果采購的半導體也隨之增多。 ????相比而言，傳統(tǒng)的PC行業(yè)不太重視創(chuàng)建操作系統(tǒng)。用戶也許這次購買的是惠普PC，但如果他覺得再買一臺惠普電腦價值不大或毫無價值可言的話，一旦下次遇到更優(yōu)惠的價格，他就有可能轉而購買戴爾的PC。 ????譯者：清遠 |
????A report issued Wednesday by IHS iSuppli confirmed what most experts already assumed was true: Apple (AAPL) has overtaken Hewlett-Packard (HPQ) and Samsung to become the world's largest consumer of semiconductors among so-called original equipment manufacturers (OEMs). ????According to analyst Wenlie Ye, Apple's appetite for memory chips grew 79.6% in 2010 and is still growing. ????iSuppli's explanation for how this came to be reads like a page out of Steve Jobs' playbook: (I quote) ????Although Apple and Hewlett-Packard have been rivals in the computer space for many years, an examination of their respective semiconductor expenditures shows that the two companies are fundamentally different. ????Apple is more a wireless devices maker than a computer maker. The company spent approximately 61 percent of its semiconductor budget in 2010 on wireless products such as iPhones and iPads. In contrast, 82 percent of Hewlett-Packard's 2010 semiconductor spending was dedicated to computer products like desktops, notebooks and servers. ????This worked to Apple's benefit, with the smart phone and tablet markets massively outgrowing the computer segment in 2010. Smart phone shipments in 2010 rose 62 percent, while tablets exploded by more than 900 percent, driven by the introduction of Apple's iPad. ????In contrast, global PC shipments grew a relatively weak 14.2 percent in 2010. ????Apple strength in hardware sales lies in its device and media ecosystem—every Apple product is connected through iTunes/iOS and is synergetic with all other Apple products. As a result, committed users of the Apple ecosystem derive more value from each additional Apple device they buy, and users have little interest in leaving the Apple realm. ????In other words, through a common ecosystem, Apple leverages each device to sell other devices. Rising device sales to consumers then leads to increased semiconductor purchasing by Apple. ????In comparison, the traditional PC business does not put heavy emphasis on the creation of an ecosystem. A buyer that once purchased a Hewlett-Packard PC would just as likely purchase a Dell PC next if the price was better, given that there is little or no value in purchasing another Hewlett-Packard. |
?
相關稿件
最新文章