聯想力壓蘋果,在美個人電腦銷量僅次于惠普與戴爾
????高德納(Gartner)與國際數據公司(IDC)常常看法不同,但在這一點上,他們的意見是一致的,那就是:2014年二季度,聯想(Lenovo)在美國的個人電腦銷量超過了蘋果(Apple)。 ????在此,有幾點值得一提(見下文),但一個不可回避的事實是,聯想作為一家1984年在北京成立的中國公司,發展相當迅猛。 ????? 聯想于2005年收購了IBM的個人電腦業務,并在2013年成為全球銷量最高的個人電腦廠商。 ????? 聯想于2012年開始涉足智能手機業務,目前已成為中國大陸地區最大的智能手機廠商。 ????? 聯想已同意斥資29.1億美元,從谷歌(Google)手中收購知名美國品牌摩托羅拉移動(Motorola Mobility)的大部分資產。而就在兩年前,谷歌收購摩托羅拉移動可是花了125億美元。 ????形勢的變化極具諷刺意味。當年,IBM因為Windows設備的利潤率太低而選擇退出個人電腦市場。聯想收購了IBM的確利潤微薄的ThinkPad品牌,如今,聯想公司正在美國市場上大舉攻城略地。 ????待到聯想憑借摩托羅拉品牌進入美國智能手機市場時,Android設備廠商們可有得受了。 ????需要注意的是: ????? 國際數據公司和高德納公司都沒有將iPad或平板電腦算作個人電腦,盡管高德納算上了它所說的移動個人電腦(但沒有算上Chromebook),而國際數據公司將上網本和Chromebook都算上了。平板電腦銷量雖然有所放緩,但如果將平板銷量統計在內,蘋果將是美國最大的個人電腦廠商,而不是屈居第四位。 ????? 上季度美國個人電腦銷量激增,是因為微軟(Microsoft)從四月份開始不再支持Windows XP,這促使IT經理們換掉了數百萬臺老舊的Windows電腦。而蘋果Mac的銷量沒有類似的激增。 ????高德納和國際數據公司的公開預測是“初步的”,而且不可證實。蘋果公布每季度的Mac銷量,但不會分別公布在各國市場的銷量。2013年二季度,蘋果在全球售出了375萬臺Mac電腦。據高德納和國際數據公司稱,其中有170萬臺Mac電腦被運往美國。 ????以下分別是國際數據公司和高德納給出的2014年二季度各大廠商個人電腦在美國市場的發貨量(從上至下一次為惠普、戴爾、聯想、蘋果、東芝及其他)。(財富中文網) ????譯者:項航 |
????Gartner and IDC don’t always agree, but on this they are united: Apple was overtaken in U.S. PC sales in the second quarter of 2014 by Lenovo. ????There are a few caveats worth mentioning (see below), but there’s no getting around the fact that Lenovo — a Chinese company founded in Beijing in 1984 — is on a tear. ????? It bought IBM’s personal computer business in 2005 and by 2013 had become the world’s largest PC vendor by unit sales. ????? It entered the smartphone business in 2012 and is already the largest vendor of smartphones in mainland China. ????? It has agreed to take off Google’s GOOG -0.86% hands a storied U.S. brand – Motorola Mobility — picking up for $2.91 billion the better part of a company for which Google paid $12.5 billion just two years ago. ????. ????This is a deeply ironic turn of events. IBM IBM -0.38% got out of the PC business because the margins on Windows boxes were too thin. Lenovo took over IBM’s ThinkPad brand – thin margins and all — and is chewing up the U.S. PC market ????I wouldn’t want to be selling Android boxes when Lenovo enters the U.S. smartphone market with the Motorola brand. ????Those caveats: ????? Neither IDC nor Gartner counts iPads or tablets as PCs, although Gartner counts what it calls mobile PCs (but not Chromebooks) while IDC counts both netbooks and Chromebooks. Tablet sales may have slowed, but if they were counted, Apple would be in the No. 1 PC maker in the U.S., not No. 4. ????? PC sales in the U.S. got a bump last quarter because Microsoft in April discontinued support for Windows XP, prompting IT managers to replace millions of aging Windows boxes. The Mac got no such bump. ????? Gartner’s and IDC’s public estimates are “preliminary” and not verifiable. Apple releases quarterly Mac unit sales, but doesn’t break them down by country. In Q2 2013, it sold 3.75 million Macs worldwide. According to Gartner and IDC, 1.7 million of those Macs were shipped to the U.S. ????Below: IDC and Gartner’s U.S. spreadsheets for Q2 2014. |
????國際數據公司
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