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專欄 - 蘋果2_0

平板市場(chǎng)第2把交椅爭(zhēng)奪戰(zhàn)

Philip Elmer-DeWitt 2011年11月24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。
已購(gòu)買非蘋果平板電腦的消費(fèi)者中,超過3/4的人甚至根本沒有考慮過iPad。這對(duì)于其他平板電腦生產(chǎn)商來說當(dāng)然是個(gè)機(jī)會(huì)。那么,到底哪家制造商有望搶走蘋果iPad的生意?

數(shù)據(jù)來源:NPD,2011年1月-10月,圖片來源:PED

????不知何故,調(diào)研機(jī)構(gòu)NPD集團(tuán)周二發(fā)布了一篇新聞稿,報(bào)道了除市場(chǎng)巨無霸——蘋果(Apple)iPad外的平板電腦在美國(guó)的銷量。

????NPD行業(yè)分析部副總裁史蒂芬?貝克稱:“如果審視除蘋果以外的平板電腦市場(chǎng),有許多知名品牌正在爭(zhēng)奪老二的位置。根據(jù)NPD消費(fèi)者跟蹤服務(wù)的數(shù)據(jù),在已購(gòu)買非蘋果平板電腦的消費(fèi)者中,76%的甚至根本沒有考慮過iPad。這種現(xiàn)象表明,許多消費(fèi)者正在尋找iPad的替代品,這對(duì)于其它平板電腦制造商而言無疑是好機(jī)會(huì)。”

????或許如此吧,雖然這個(gè)機(jī)會(huì)究竟有多大并無定論。

????雖然蘋果并未公布美國(guó)單一市場(chǎng)的銷售數(shù)字,不過在過去9個(gè)月,該公司總共已售出超過2,500萬部iPad,銷售額達(dá)到157.5億美元。

????2011年前10個(gè)月,iPad的競(jìng)爭(zhēng)對(duì)手在美國(guó)市場(chǎng)僅僅銷售了120萬部平板電腦,銷售額為5.15億美元。

????For reasons known only unto itself, the NPD group saw fit Tuesday to issue a press release reporting on U.S. sales of tablets excluding the market's 400-pound gorilla: Apple's (AAPL) iPad.

????"If you look at the tablet market without Apple there are a number of high-profile brands vying for that number two spot," said NPD vice president of industry analysis Stephen Baker. "According to NPD's Consumer Tracking Service, 76 percent of consumers who purchased a non-Apple tablet didn't even consider the iPad, an indication that a large group of consumers are looking for alternatives, and an opportunity for the rest of the market to grow their business."

????Well, maybe, although how big an opportunity that represents is open for debate.

????Apple doesn't break out U.S.-only sales figures, but in the last 9 months it sold more than 25 million iPads and took in $15.75 billion.

????In the first 10 months of 2011 the iPad also-rans sold a total of 1.2 million tablets in the U.S. and took in only $415 million in retail revenue.

點(diǎn)擊可放大圖片

????此外,調(diào)研機(jī)構(gòu)ChangeWave在周一發(fā)布報(bào)告指出, 進(jìn)入11月,在iPad之外,唯一真正引起消費(fèi)者興趣的平板電腦是亞馬遜(Amazon)Kindle Fire,不過NPD的報(bào)告并未將其涵蓋在內(nèi)。

????ChangeWave的新聞稿補(bǔ)充道:“重要的是,除了(亞馬遜Kindle Fire和)三星(Samsung)蓋世(Galaxy)平板電腦(4%)外,沒有任何一家廠商能夠獲得超過1%消費(fèi)者的青睞?!?/p>

????雪上加霜的是,當(dāng)然在蘋果看來則是錦上添花,ChangeWave的調(diào)查基本是在第一波Kindle Fire測(cè)評(píng)發(fā)布之前總結(jié)的。請(qǐng)點(diǎn)擊此處查看相關(guān)測(cè)評(píng)文章。

????譯者:項(xiàng)航

????Moreover, the only tablet besides the iPad that was generating any real consumer interest in November, according to a ChangeWave survey released Monday, was Amazon's (AMZN) Kindle Fire -- a device not included in NPD's report.

????"Importantly," the ChangeWave press release added, "with the exception of the Samsung Galaxy Tab (4%) no other manufacturer is garnering more than 1% of future tablet demand among consumers."

????Making matters worse -- or better, from Apple's point of view -- is the fact that the ChangeWave survey was largely concluded before the first wave of Kindle Fire reviews appeared. See here for how those turned out.

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