老款iPhone暢銷勝新款三星S4
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????今年三月，三星（Samsung）在一場轟轟烈烈如百老匯歌劇般的發(fā)布會上推出了Galaxy S4。華爾街當(dāng)時一致預(yù)測它的銷量即將超越蘋果（Apple），因為iPhone 5上市已有半年，而目前尚無新品推出。
????不過，事與愿違，三星近日宣布Galaxy S4銷量低于預(yù)期。華爾街于是紛紛應(yīng)和，稱原因在于高端智能手機(jī)市場已經(jīng)開始趨于飽和，而蘋果iPhone銷量也會受到影響，甚至?xí)菺alaxy S4更嚴(yán)重。 ????所以，威瑞森（Verizon）上周四公布第二季度財報時，大家著實(shí)吃了一驚。數(shù)據(jù)顯示，這家公司上季度激活的750萬部智能手機(jī)中，有390萬部（51%）是iPhone。 ????“390萬部這個數(shù)字超過了我們預(yù)計的350萬部。”宏橋信托投資集團(tuán)（BTIG）分析師沃爾特?皮斯基在致客戶的報告中寫道：“而且，iPhone激活量在上季度增速超過40%，而一季度其漲幅還僅為25%。” ????威瑞森并未透露剩下的360萬部中有多少是Android手機(jī)，當(dāng)然，其中三星手機(jī)占比多少我們更無從得知了。（財富中文網(wǎng)） ????譯者：項航 |
????When Samsung introduced the Galaxy S4 with Broadway-style fanfare in March, the assumption on Wall Street was that it was going to steal a march on Apple (AAPL), whose newest iPhone was already 6 months old and not getting any younger. ????When Samsung sold fewer Galaxy S4s than expected, the assumption on the Street was that the market for high-end smartphones had become saturated, and that Apple's iPhone sales would suffer the same fate -- or worse -- as the Galaxy S4's. ????"3.9 million topped our estimate of 3.5 million," BTIG's Walter Piecyk wrote in a note to clients, "and growth in those activations accelerated to >40% in Q2 from 25% in Q1." ????Verizon didn't specify how many of the other 3.6 million activations were Android phones, or what percentage of those Androids were Samsung's. |
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