業(yè)界熱議iPhone 5中國(guó)首發(fā)銷量破紀(jì)錄
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????咨詢公司ISI的布萊恩·馬紹爾：幾點(diǎn)想法。“我們認(rèn)為iPhone 5的表現(xiàn)非常搶眼，尤其是在中國(guó)3G用戶人數(shù)較少的情況下。對(duì)比一下，iPhone 5在美國(guó)及其它8個(gè)發(fā)達(dá)國(guó)家的首發(fā)周末共售出500多萬(wàn)部。我們估計(jì)，iPhone 5首發(fā)后10天在三大運(yùn)營(yíng)商【美國(guó)電話電報(bào)公司（AT&T）、威瑞森（Verizon）和斯普林特（Sprint）】的銷量約為200萬(wàn)部，相當(dāng)于在2億后付費(fèi)用戶中的滲透率為1%。在中國(guó)市場(chǎng)，僅僅3天時(shí)間，蘋果就在中國(guó)聯(lián)通和中國(guó)電信兩大運(yùn)營(yíng)商中售出了超過(guò)200萬(wàn)部iPhone 5，相當(dāng)于在1.3億中國(guó)3G用戶中達(dá)到了1.5%的滲透率。我們認(rèn)為，這意味著iPhone 5在中國(guó)的潛在滲透率有望達(dá)到發(fā)達(dá)國(guó)家水平，盡管中國(guó)的人均GDP只有美國(guó)的五分之一?！?/p> ????科技博客Asymco的賀拉斯·德迪歐：修正iPhone 5在中國(guó)首發(fā)的表現(xiàn)。“據(jù)我所知，這是蘋果公司首次發(fā)布美國(guó)以外單個(gè)市場(chǎng)的首發(fā)周末銷售數(shù)據(jù)。時(shí)間跨度為3天，因此每天的銷量為2/3百萬(wàn)部。下圖比較了蘋果報(bào)告的產(chǎn)品首發(fā)時(shí)的銷量。” ???? |
????ISI's Brian Marshall: Quick thoughts. "We view this as a very strong launch, particularly in light of a relatively limited 3G subscriber base in China.?For comparison, recall AAPL had sold over 5mil iPhone 5 units in the weekend of its launch in the U.S. and 8 other developed markets. We estimate ~2mil iPhone 5 units were sold at U.S. carriers (T, VZ, S) in the first 10 days of launch or ~1.0% penetration of a post-paid subscriber base of ~200mil. In a shorter time span of just 3 days, AAPL sold over 2mil units at China Unicom and China Telecom, or ~1.5% penetration of a ~130mil 3G subscriber base. In our view, this suggests potential for subscriber penetration in China could be similar to that of developed countries despite per capita GDP that is less than 1/5 of the U.S." ????Asymco's Horace Dediu: Calibrating launch performance for the iPhone 5 in China. "This is, as far as I know, the first weekend sales data for a single market outside of the US. The time span was three days and therefore the daily sales rate was 2/3 million per day.?The following chart compares the launch performance for the launches which Apple reported: |
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