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專欄 - 蘋果2_0

蘋果中國(guó)銷量暴漲 手機(jī)份額飆至前三

Philip Elmer-DeWitt 2013年12月16日

蘋果(Apple)公司內(nèi)部流傳著一個(gè)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(chǎng)”:你離他太近的話,就會(huì)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(cuò)。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(yíng)該公司。
今年10月份,蘋果iPhone 在中國(guó)市場(chǎng)的銷量急劇上揚(yáng),蘋果在中國(guó)智能手機(jī)市場(chǎng)的份額首次躋身前三。

上圖為2013年4月至10月間中國(guó)智能手機(jī)市場(chǎng)各手機(jī)廠商的市場(chǎng)份額變化情況,從上至下依次為三星、華為、聯(lián)想、中興、酷派以及蘋果。

????最近有關(guān)蘋果(Apple)和中國(guó)移動(dòng)(China Mobile)即將達(dá)成合作協(xié)議的消息在坊間流傳甚廣,位于香港的調(diào)研公司Counterpoint Research也適時(shí)地發(fā)布了一份市場(chǎng)調(diào)查報(bào)告。從中可以看到,即便蘋果還未與世界最大的移動(dòng)運(yùn)營(yíng)商達(dá)成協(xié)議,iPhone在中國(guó)智能手機(jī)市場(chǎng)的份額也已經(jīng)狂飆至12%。

????Counterpoint報(bào)告的要點(diǎn)如下:

????今年10月,蘋果在中國(guó)智能手機(jī)市場(chǎng)份額從9月份的3%暴漲到了12%,一舉成為中國(guó)市場(chǎng)上的第三大智能手機(jī)生產(chǎn)廠商。雖然iPhone 5s未能像幾年前iPhone 4s發(fā)布時(shí)那樣,在零售店前引來滾滾人流,但從上市首月的銷量來看,iPhone 5s顯然要比iPhone 5成功得多。隨著與中國(guó)移動(dòng)合作在即,三大運(yùn)營(yíng)商已經(jīng)盡數(shù)加入蘋果運(yùn)營(yíng)商陣營(yíng)。它們勢(shì)必會(huì)在中國(guó)點(diǎn)燃“價(jià)格戰(zhàn)”戰(zhàn)火,進(jìn)一步推高iPhone 5s的銷量。今年12月或明年1月,蘋果甚至有可能成為中國(guó)市場(chǎng)排名第一的智能手機(jī)廠商。

????報(bào)告還指出,三星(Samsung)Galaxy S4由于在某些市場(chǎng)降價(jià)銷售,10月銷量短暫上揚(yáng),不過這個(gè)勢(shì)頭很難延續(xù),因?yàn)镚alaxy Note III已經(jīng)取代了它的旗艦機(jī)地位。(財(cái)富中文網(wǎng))

????譯者:項(xiàng)航

????Amid almost daily signs that a distribution deal between Apple (AAPL) and China Mobile (CHL) is imminent comes the attached chart from Hong Kong-based Counterpoint Research. It shows that even without the formal endorsement of the world's largest carrier, Apple's share of Chinese smartphone sales in October had surged to 12%.

????From Counterpoint's report:

????Apple's smartphone marketshare climbed to 12% mark in China in October, instantly making it the 3rd largest smartphone player in the market up from a modest 3% share in September. Although the iPhone 5s didn't attract long queues outside Apple retails stores as the iPhone 4S did couple of years ago but it definitely was more successful compared to what iPhone 5 registered in terms of overall sales in a month. Also, with China Mobile deal on the horizon, Apple iPhone 5s at all three carriers will for sure ignite a 'price war' boosting the overall iPhone 5s sales in China. This might allow Apple to even reach the No. 1 smartphone player in December or January in China.

????The report notes that Samsung's Galaxy S4 saw a temporary uptick in October due to a price discount in some markets, but that the S4 had been "pushed ... towards the end of its 'flagship lifecycle'" by the Galaxy Note III.

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