蘋果Vs微軟:誰(shuí)是“吸金王”
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????之前有讀者投訴稱，筆者過(guò)于依賴數(shù)據(jù)調(diào)查機(jī)構(gòu)Asymco分析師赫雷斯?德迪烏的分析，在此特向各位讀者致歉，但他這次的分析著實(shí)讓人難以抗拒。 ????正如周三在 “關(guān)鍵路線”（Critical Path）播客中的承諾，德迪烏已開始著手對(duì)蘋果公司（Apple）與其競(jìng)爭(zhēng)對(duì)手進(jìn)行系統(tǒng)對(duì)比，首先中選的是微軟公司（Microsoft）。周四，他發(fā)布了兩份圖表，分別記錄了過(guò)去四年微軟（按部門）與蘋果（按產(chǎn)品）的收入情況。他將兩份圖表上下排列，但由于兩份圖表采用了相同的橫軸和縱軸坐標(biāo)，因此，也可以將它們左右排列進(jìn)行對(duì)比。 ????通過(guò)這種對(duì)比，可以得出一些有趣的結(jié)論。在此僅列出其中兩條： ????? 蘋果從Mac電腦設(shè)備獲得的收入超過(guò)Windows為微軟帶來(lái)的收入 ????? 蘋果公司僅iOS設(shè)備帶來(lái)的收入就超過(guò)微軟所有產(chǎn)品的收入的總和 ????譯者：阿龍/喬樹靜 |
????Apologies to readers who complain that I lean too heavily on the work of Asymco's Horace Dediu, but this one was too good to resist. ????As promised on his Critical Path podcast Wednesday, Dediu has begun comparing Apple (AAPL) in a systematic way to some of its peers, starting with Microsoft (MSFT). On Thursday he posted a pair of charts tracking Microsoft's revenue streams by segment and Apple's revenues by product over the past four years. He stacked the charts one on top of the other, but because they use the same horizontal and vertical scales, they can also be shown side by side. (Click the charts above to enlarge them.) ????Seen this way, several facts jump out. To name just two: ????? Apple gets more revenue from the Mac than Microsoft gets from Windows ????? Apple's iOS devices generate more revenue that all of Microsoft's products put together |
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