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????蘋果CEO蒂姆?庫克一度認為中國“具有無限機遇”，然而iPhone在中國市場中地位卻出現了下滑。 ????路透社（Reuters）于上周五發布的一篇報告中，有一個極具價值的消息。 ????李建業（音譯）寫道：“第三季度，華為（Huawei）超越蘋果（Apple），成為中國市場排名第三的智能手機廠商。” ????路透社報道稱，蘋果現在落后于諾基亞（Nokia）、三星（Samsung）以及華為這三家更“靈活”、更“善于變通”的公司，但該報道未透露其消息來源，也沒有說明各公司具體的市場份額。 ????我不認為諾基亞“靈活”，但未能與全球最大的移動運營商——中國移動（China Mobile，擁有6億用戶）達成交易確實令蘋果受挫。 ????公司首席執行官蒂姆?庫克在蘋果最近一次收益電話會議中曾經被問及中國市場，當時他驚嘆蘋果在中國市場具有無限機遇： ????庫克說：“在我一生中，還從沒見過哪個國家有那么多步入中產階層的人士渴望購買蘋果制造的產品……在這里前途無量。” ????庫克談到中國迅速成為蘋果第二大收入來源國。他還談到了該公司已在中國進行的投資。談到蘋果去年推出的中文在線商店。談到已在大中華區開設6家門店，并計劃再開設幾十家。他還談到蘋果的200家單品牌專賣店以及7,000個銷售點。 ????但是，庫克只字未提蘋果為何遲遲沒有動手生產能在中國移動專有的TD-SCDMA網絡運行的iPhone，從而打開一個規模將近威瑞森（Verizon）加美國電話電報公司（AT&T）三倍大小的市場。 ????譯者：項航 |
??? There's a nugget of unanchored news in a report Reuters filed Friday. ????"In the third quarter," wrote Lee Chyen Yee, "Huawei overtook Apple as the No.3 smartphone vendor in China." ????Without identifying its source or specifying market shares, Reuters reported that Apple (AAPL) now trails Nokia (NOK), Samsung and Huawei, companies it characterized as more "nimble" and "flexible" than Apple. ????"Nimble" is not what I would call Nokia, but it's true that Apple's failure to strike a deal with China Mobile (CHL), the world's largest mobile carrier (600 million subscribers), has hurt it. ????When asked about China during Apple's most recent earnings call, CEO Tim Cook marveled at the scope of Apple's opportunity: ????"In my lifetime," he said, "I've never seen a country with as many people rising into the middle class that aspire to buy products that Apple makes... The sky is the limit there." ????He talked about how quickly China has risen to No.2 in Apple's list of top revenue-producing countries. He talked about the investments the company has made in China. About the Chinese language online store it launched last year. About the six stores it opened in Greater China and the dozens more it wants to build. About its 200 mono-branded stores and its 7,000 points of sales. ????But not one word about why Apple decided not to build an iPhone that could run on China Mobile's proprietary TD-SCDMA network -- and by so doing crack open an addressable market nearly three times the size of Verizon (VZ) and AT&T (T) combined. |
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