華為在美國智能手機市場份額下降,中興表現出色
????根據市場研究公司Counterpoint Research分析師尼爾?沙赫在周三發布的報告,蘋果(Apple)仍然統治著美國的智能手機市場。不過從下方五彩繽紛的環形圖來看,大家很難判斷接下來的走勢。 ????為此,大家需要多看看幾個季度的數據。數據顯示,美國電話電報公司(AT&T)這邊出現了很大變化。這家運營商的蘋果智能手機出貨份額同比下降了25.7%——從2013年第一季度的70%下跌到了上個季度的52%(見柱狀圖。) ????相比之下,蘋果在威瑞森(Verizon)的出貨份額基本平穩,從52%降至51%,同比只下降了1%。以下是沙赫的一些其他發現: ????? 蘋果和三星(Samsung)在智能手機市場共占據了超過三分之二的份額 ????? TCL-阿爾卡特成為了美國的第四大手機供應商和第五大智能手機供應商,它的份額主要是從華為(Huawei)搶來的 ????? 上季度,安卓手機在智能手機總出貨量的份額提高到了59%。Windows Phone的占比也略有提高,不過依然不足4% ????? 上季度出貨的智能手機中,有四分之三使用了長期演進技術(LTE)。 ????? 蘋果和三星共占據了LTE手機出貨量的70%以上。 ????? 從各品牌在運營商的份額上看,蘋果在兩大運營商威瑞森和美國電話電報公司的出貨量上有明顯優勢,占據了一半以上的份額。在T-Mobile和斯普林特(Sprint),蘋果也分別占有三分之一以上的份額。 ????? 三星是T-Mobile和區域運營商的第一品牌,跟隨其后表現最佳的品牌分別是:諾基亞(Nokia)(在美國電話電報公司)、阿爾卡特(在T-Mobile)、中興通訊(ZTE)(在Sprint)、以及摩托羅拉(Motorola)(在威瑞森)。 ????? 就智能手機成交量而言,擁有MetroPCS的T-Mobile如今是第三大智能手機運營商,超越了斯普林特平臺(以及所有移動虛擬網絡運營商),緊隨美國電話電報公司之后。各公司的“去運營商化”戰略(Uncarrier strategy,即取消運營商購機補貼,開放合約限制——譯注)顯然對運營商吸引新一批智能手機用戶起到了很好的效果。 ????以下是2014年第一季度美國四大運營商各品牌智能手機出貨量的分布情況。(財富中文網) |
????Apple (AAPL) still dominates the U.S. market for smartphones, according to a report issued Wednesday by Counterpoint Research's Neil Shah. But you can't tell from the accompanying multicolor donut charts (see below) which way the wind is blowing. ????For that, you have to look at a few more quarters of data. They show the biggest change was at AT&T (T), which saw Apple's share of its smartphone shipments fall 25.7% -- from 70% in Q1 2013 to to 52% last quarter. (See bar chart.) ????By contrast, Apple's share of Verizon's (VZ) shipments was basically flat, falling only 1 percentage point year over year, from 52% to 51%. ????Among Shah's other findings (emphases his): ????? Apple & Samsung together captured more than two-thirds of the smartphone market ????? TCL-Alcatel became the fourth largest handset supplier and fifth largest smartphone supplier in USA, maninly taking share away from Huawei ????? Android share rose to 59% of the total smartphone shipped during the quarter & Windows Phone grew to slightly under 4% ????? Three out of four smartphones shipped during the quarter were LTE smartphones ????? Apple & Samsung combined captured more than 70% of the LTE shipments ????? In terms of in-carrier share for the brands, Apple dominated the big two carriers capturingmore than half of Verizon & AT&T's smartphone shipments and more than a third of smartphone shipments at T-Mobile & Sprint respectively ????? Samsung was the top brand at T-Mobile and regional carriers while the next best performing brands were: Nokia (at AT&T), Alcatel (at T-Mobile), ZTE (at Sprint) & Motorola (at Verizon) ????? T-Mobile (with MetroPCS) is now the third largest smartphone carrier in terms of smartphone volumes buyer closely behind AT&T overtaking Sprint platform (with all MVNOs). Uncarrier strategy is surely working for the carrier attracting a wave of new smartphone subscribers ????Below: How the big-four U.S. carriers divided last quarter's share of smartphone shipments. |
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