蘋(píng)果iPhone手機(jī)“大勢(shì)已去”？果真如此嗎？
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????Business Insider的亨利?布羅吉特可能會(huì)后悔——如果之前還沒(méi)后悔的話——用了“大勢(shì)已去”來(lái)描述蘋(píng)果公司(Apple)的iPhone手機(jī)在一次comScore市場(chǎng)份額調(diào)查中的表現(xiàn)。正如布羅吉特的標(biāo)題，該次調(diào)查似乎顯示“Android勢(shì)如破竹。” ????布羅吉特所提到的這次comScore調(diào)查顯示，截至2月份的三個(gè)月，谷歌(Google)Android手機(jī)在美國(guó)智能手機(jī)市場(chǎng)的份額增長(zhǎng)了7個(gè)百分點(diǎn)(至33%)，同期蘋(píng)果僅增長(zhǎng)0.2個(gè)百分點(diǎn)(至25.2%)。 ????但根據(jù)Asymco的賀拉斯?德迪烏上周三發(fā)布的圖表，iPhone的大好局面看來(lái)根本就沒(méi)有松動(dòng)。 ????事實(shí)上，一季度iPhone銷(xiāo)售同比增長(zhǎng)113%，在火爆的假日銷(xiāo)售季后仍在加速?，F(xiàn)在，蘋(píng)果已是全球第四大受歡迎的手機(jī)廠商，超越了Research in Motion、宏達(dá)電(HTC)、摩托羅拉(Motorola)、索愛(ài)(Sony Ericsson)和中興通訊。 ????“那么，什么讓iPhone大勢(shì)已去？”德迪烏反問(wèn)道。 ????“這種說(shuō)法，”他寫(xiě)道，“是基于（1）份額；（2）移動(dòng)平臺(tái)；（3）裝機(jī)量；（4）在美國(guó)。換言之，如果在整個(gè)市場(chǎng)以近三位數(shù)增幅增長(zhǎng)時(shí)，比較美國(guó)所有在用的Android手機(jī)和iPhones手機(jī)(忽略其他非iPhone的iOS設(shè)備)，那么iPhone的市場(chǎng)份額擴(kuò)大確實(shí)(有限)?！?/p> ????“以這種方式來(lái)說(shuō)明產(chǎn)品增長(zhǎng)放緩，很難讓人理解”。 ????你可以閱讀德迪烏對(duì)布羅吉特觀點(diǎn)的其他質(zhì)疑——并訂閱Asymco的RSS feed – 點(diǎn)擊這里。 |
????Business Insider's Henry Blodget may come to regret -- if he doesn't already -- using the phrase "dead in the water" to describe the performance of Apple's (AAPL) iPhone in a comScore market share survey that seemed to show, as Blodget's headline put it, that "Android is destroying everyone." ????The comScore survey to which Blodget was referring showed Google's (GOOG) Android share of the U.S. smartphone market growing 7 percentage points (to 33%) in the three months ending February while Apple's grew only 0.2 (to 25.2%). ????But the iPhone certainly doesn't look like it's drifting in the chart Asymco's Horace Dediu published Wednesday. ????In fact, iPhone sales grew 113% year over year last quarter, gaining steam even after the big holiday quarter. Apple is now the fourth most popular cell phone vendor in the world, bigger than Research in Motion (RIMM), HTC, Motorola (MOT), Sony Ericsson (SNE, ERIC) and ZTE. ????"So what makes the iPhone dead in the water?" Dediu asks rhetorically. ????"The claim," he writes, "was made relative to the (a) share of (b) mobile platforms (c) installed base (d) in the US. In other words, if one adds all Android phones in use vs. the iPhones in use in the US (while ignoring iOS devices other than iPhone) while the market is growing at nearly triple digit rates, then the iPhone is not gaining (much) share. ????"That's the most obtuse way of suggesting a slowing product." ????You can read the rest of Dediu's Blodget takedown -- and subscribe to Asymco's RSS feed -- here. |
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