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專欄 - 蘋果2_0

蘋果Mac第二季度銷量幾何?

Philip Elmer-DeWitt 2013年07月16日

蘋果(Apple)公司內(nèi)部流傳著一個老笑話,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實(shí)扭曲力場”:你離他太近的話,就會相信他所說的話。蘋果的數(shù)百萬用戶中已經(jīng)有不少成了該公司的“信徒”,而很多蘋果投資者也賺得盆滿缽滿。不過,Elmer-DeWitt認(rèn)為,在報(bào)道蘋果公司時(shí)有點(diǎn)懷疑精神不是壞事。聽他的應(yīng)該沒錯。要知道,他自從1982年就開始報(bào)道蘋果、觀察史蒂夫·喬布斯經(jīng)營該公司。
受平板電腦的沖擊,全球PC市場的銷量一直在下行,下行時(shí)間之長已創(chuàng)下歷史之最。蘋果也未能幸免。考慮到這樣的大環(huán)境下,分析師們對蘋果Mac的銷量預(yù)估已經(jīng)算不錯了。

????
圖為2009年第一季度以來,蘋果Mac的季度銷量。
圖中藍(lán)色為專業(yè)分析師預(yù)測的2013第三季度銷量,綠色為獨(dú)立分析師給出的預(yù)測。

????據(jù)調(diào)研公司高德納(Gartner)稱,全球PC出貨量上季度下降了10.9%,是該行業(yè)連續(xù)第五個季度下行。而據(jù)IDC公司稱,全球PC出貨量與去年同期相比下降了11.4%,本次衰退期之長,已創(chuàng)下行業(yè)歷史之最。

????兩家調(diào)研公司一致認(rèn)為,PC銷量下滑最主要的原因是,曾經(jīng)的個人電腦買家現(xiàn)在紛紛轉(zhuǎn)而購買平板電腦。

????蘋果公司(Apple)在這方面的境況比其大多數(shù)競爭對手都要好。蘋果公司銷量下滑的幅度低于行業(yè)平均水平.據(jù)預(yù)測,蘋果在美國的銷量下降幅度在0.5%(IDC給出的數(shù)據(jù))到4.3%(高德納給出的數(shù)據(jù))之間。此外,蘋果仍是全球最暢銷的兩款平板電腦——iPad與迷你iPad——的制造商。

????我們?yōu)榇苏{(diào)查了一些分析師,他們給出的預(yù)測不如IDC和高德納的樂觀,但也算不錯了。

????我們迄今收到了44位分析師——其中27位為華爾街專業(yè)人士,另外17位是業(yè)余愛好者——做出的預(yù)測,他們對2013年第三財(cái)季Mac銷量預(yù)測的平均值為383萬部,比去年同期的402萬部減少了5%。

????不過,有六名分析師(其中五人是專業(yè)人士)認(rèn)為,蘋果Mac的銷量可能實(shí)際上同比略有上升。

????巴克萊資本公司(Barclay Capital)本?雷澤斯預(yù)測的Mac銷量最高,為426萬部,最低的銷量預(yù)測則出自獨(dú)立蘋果分析師組織Braeburn Group的保羅?雷納。

????蘋果公司將于7月23日公布2013年第三財(cái)季的營收狀況。屆時(shí)我們將發(fā)現(xiàn)誰的預(yù)測誤差最小。

????下表中是各位分析師給出的Mac銷量預(yù)測,藍(lán)色的是專業(yè)分析師,綠色的是獨(dú)立分析師。同往常一樣,感謝 Posts at Eventide網(wǎng)站的羅伯特?保羅?雷濤匯總Braeburn Group組織各位獨(dú)立分析師的預(yù)測數(shù)字。(財(cái)富中文網(wǎng))

????譯者:項(xiàng)航

????According to Gartner, worldwide PC shipments fell 10.9% last quarter, the industry's fifth consecutive quarter of decline. According to IDC, shipments are down 11.4% year over year, capping the industry's longest slowdown ever.

????The main thing that's hurting PC sales, both research firms agree, is that customers who used to buy PCs are buying tablet computers instead.

????In that regard, Apple (AAPL) is better off than most of its competitors. Not only were its sales hurt less than the industry average -- off somewhere between 0.5% (IDC) and 4.3% (Gartner) in the U.S. -- but Apple still makes the world's No. 2 and No. 1 best-selling tablets: The iPad and the iPad mini.

????In that context, the estimates coming in from our survey of analysts look worse than IDC's and Gartner's, but not as bad as they might.

????Among the 44 we've heard from so far -- 27 Wall Street professionals and 17 amateurs -- the average estimate of Mac unit sales in fiscal Q3 2013 is 3.83 million, down 5% from the 4.02 million Apple sold in the same quarter last year.

????But half a dozen analysts -- five of them pros -- think Apple's Mac sales may have actually gone up a bit year over year.

????The top estimates of 4.26 million Macs was submitted by Barclay Capital's Ben Reitzes. The low, 3.4 million, came from Paul Reina, an independent analyst from the Braeburn Group.

????We'll find out who was closest to the mark when Apple reports its fiscal Q3 2013 earnings on July 23.

????Below: The individual analyst's estimates -- pros in blue, indies in green. Thanks as always to Posts at Eventide's Robert Paul Leitao for pulling together the Braeburn Group numbers.

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