今日圖表:蘋果已經把土豪一網打盡了嗎
????本周一,伯恩斯坦證券分析師托尼?薩克納西發布了上面這張圖片,從中可看出蘋果公司(Apple)的一大隱患。 ????是否還有足夠多的高端用戶來支撐iPhone銷量?
????請注意,代表首次購買者的黑色區域正在呈現出收縮的態勢。 ????據此,薩克納西得出結論稱:除非蘋果能與中國移動(China Mobile)達成合作協議,或者將iPhone價格下調至發展中國家消費者可接受的區間,否則,“iPhone將很難吸引到足夠多的首次購買者,而分析師對蘋果2014及2015財年的預期自然頗難實現。”(財富中文網) ????譯者:項航 |
????Bernstein's Toni Sacconaghi produced the chart above for a report out Monday that raises what is, for Apple (AAPL), an existential question: ????Are There Enough Wealthy People in the World to Sustain iPhone Unit Growth? ????Note that the black bars in the chart that represent first-time buyers are shrinking. ????Sacconaghi's conclusion: Barring a signed contract with China Mobile (CHL) or an iPhone priced to sell to the developing world, there is, he writes, "a slim margin of error that Apple will attract sufficient first-time iPhone buyers going forward to meet consensus forecasts for FY14 and FY15."? |
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