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專欄 - 蘋果2_0

買iPhone 5C、不買5S的都是什么人

Philip Elmer-DeWitt 2013年12月05日

蘋果(Apple)公司內部流傳著一個老笑話,那就是史蒂夫·喬布斯周圍是一片“現實扭曲力場”:你離他太近的話,就會相信他所說的話。蘋果的數百萬用戶中已經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認為,在報道蘋果公司時有點懷疑精神不是壞事。聽他的應該沒錯。要知道,他自從1982年就開始報道蘋果、觀察史蒂夫·喬布斯經營該公司。
市場調研公司Kantar發布報告稱,購買蘋果iPhone 5C的用戶中,有近一半是其它品牌手機,尤其是三星和LG手機的老用戶。

????蘋果公司(Apple)在九月份發布了兩款新的iPhone機型。當時,售價較高(高出100美元)的iPhone 5S銷量占據絕對優勢,許多華爾街人士因此認為,售價較低的iPhone 5C機型的定價很有問題。

????目前,iPhone 5S的銷量繼續領先iPhone 5C。市場研究機構Kantar Worldpanel于本周一發布報告稱,在英國,iPhone 5S與iPhone 5C的銷量為3:1。但是,iPhone 5C也并不是無人問津。

????那么,到底是哪些人在購買iPhone 5C?

????周一發布的新聞稿中,Kantar公司的多米尼克?桑尼博為我們提供了一些線索。

????桑尼博寫道:“售價較低的5C吸引的用戶群比蘋果一貫的用戶群更廣。在美國,這款中端機型的需求主要來自較低收入家庭。iPhone 5C的買家中,約42%收入低于49000美元,而iPhone 5S的買家中,這一比例只有21%。此外,iPhone 5C的客戶通常年齡也稍大一點,平均年齡為38歲,而5S用戶的平均年齡是34歲。由于5C目標用戶群更廣,因此許多其它手機品牌的老用戶紛紛轉投蘋果懷抱,這對蘋果而言無疑是好事。iPhone 5C的用戶中,幾乎有一半是其它品牌,特別是三星(Samsung)和LG的老用戶。而5S的用戶中,有80%之前就是iPhone用戶。”

????下面是Kantar公司關于中國、美國、英國、德國、日本等10個智能手機市場三個月(截至10月31日)的銷量報告。Kantar稱,9月20日發布的新款iPhone令蘋果銷量大增,但仍然不足以撼動同期Android手機70.9%的市場份額。

????一個明顯的例外是日本。由于與NTT DoCoMo公司簽訂了新的分銷協議,蘋果在日本市場的份額在10月份達到了76.1%。(財富中文網)

????譯者:項航??

????When Apple (AAPL) released a pair of new iPhones in September, demand was so lopsided in favor of the more expensive (by $100) model that many on Wall Street assumed that the pricing on the cheaper iPhone was some kind of blunder.

????The iPhone 5S continues to outsell its more moderately price sibling -- by three to one in the U.K., according to a Kantar World Panel report released Monday -- but somebody is buying the iPhone 5C.

????Who are these mysterious customers?

????In Monday's news release, Kantar's Dominic Sunnebo offers some clues.

????"The cheaper 5C," he writes, "appeals to a broader audience than Apple usually attracts. In the US, the biggest demand for these mid-end models is coming from lower income households. Some 42% of iPhone 5C owners earn less than $49,000 compared with just 21% for iPhone 5S. iPhone 5C customers also tend to be slightly older at an average of 38 years compared to 34 years for the 5S. The good news for Apple is that this wider appeal is attracting significant switching from competitors. Almost half of iPhone 5C owners switched from competitor brands, particularly Samsung and LG, compared with 80% of 5S owners who upgraded from a previous iPhone model."

????Below, Kantar's report on 10 selected smartphone markets for the three months that ended Oct. 31. The Sept. 20 release of the new iPhones gave Apple a "significant bounce," according to Kantar, but not enough to make a dent in Android's 70.9% share of sales in August, September and October.

????The conspicuous exception was Japan, where Apple's share of sales hit 76.1% in October thanks to the company's new distribution deal with NTT DoCoMo.

Kantar公司關于中國、美國、英國、德國、日本等10個智能手機市場三個月(截至10月31日)的銷量報告。

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