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專欄 - 蘋果2_0

Android對(duì)陣iPhone:龜兔賽跑?

Philip Elmer-DeWitt 2012年01月04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。
谷歌Android在美國(guó)市場(chǎng)的份額仍在不斷增長(zhǎng),但相比蘋果,它的步伐顯得慢了很多。

數(shù)據(jù):ComScore,圖片:PED

????上周四,史蒂夫?科瓦奇在財(cái)經(jīng)網(wǎng)站Business Insider上撰文指出:“如果你需要更多Android‘痛毆’iOS的證據(jù),不妨參閱剛剛出爐的ComScore移動(dòng)用戶季度報(bào)告(截至去年11月)?!?/p>

????真可謂英雄所見略同,科瓦奇也指出,上個(gè)季度,蘋果(Apple)智能手機(jī)市場(chǎng)份額略有上升,從27.3%上升至28.7%。不過,“谷歌(Google)Android平臺(tái)仍在美國(guó)智能手機(jī)市場(chǎng)占據(jù)絕對(duì)霸主地位,份額高達(dá)46.9%?!?/p>

????但如果縱覽過去一年的ComScore數(shù)據(jù),就會(huì)發(fā)現(xiàn)兩大平臺(tái)的競(jìng)爭(zhēng)并不像科瓦奇之流所描述的那樣,呈一邊倒的趨勢(shì)。

????ComScore的數(shù)據(jù)顯示,過去一年,蘋果的市場(chǎng)份額每月都在緩慢但穩(wěn)定地增長(zhǎng);與之對(duì)比,谷歌的市場(chǎng)份額環(huán)比增長(zhǎng)率卻在急劇下滑,從去年1月份的最高點(diǎn)20%自由落體到11月份的新低點(diǎn)1.3%。

????科瓦奇所引用的報(bào)告本想更有力地說明Android“仍在痛毆”iOS,但事實(shí)上,該報(bào)告卻顯示,蘋果市場(chǎng)份額的月度環(huán)比增長(zhǎng)率反而要超出谷歌一籌。

????譯者:項(xiàng)航

????"In case you needed more proof that Android is walloping iOS," writes Steve Kovach in Thursday's Business Insider, "ComScore's three-month report on mobile subscribers (ending in November) is out."

????He points out, as others have, that Apple's (AAPL) smartphone market share grew a bit, from 27.3% to 28.7% over the past three months. But, he writes, "Google's Android platform is still crushing it with 46.9% of the smartphone market in the U.S."

????But if you take a broader look at ComScore's data over the past 12 months, the race is not quite as one-sided as Kovach et al. would have it.

????Over the past year, Apple's market share has grown slowly but steadily month over month. Google's (GOOG) rate of market share growth, by contrast, has dropped sharply, from a high of 20% last January to a new low of 1.3% in ComScore's November data.

????In fact, in the report that Kovach offers as more proof that Android is "still walloping" iOS, Apple's market share actually grew faster month over month than Google's.

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