苹果能卖出多少iTV?
如果苹果(Apple)有朝一日真的决定推出电视机,我敢打赌它一定会大卖特卖。事实上,投资银行Piper Jaffray分析师吉恩•蒙斯特上周甚至预测,苹果电视机推出第一年,全年销量将有望突破1,000万台。 两周前,蒙斯特曾表示,苹果电视将于2013年11月上市,价格在1,500到2,000美元之间,尺寸为42英寸到55英寸。如果一切按照蒙斯特预测,这款新电视将为苹果在2014财年带来150亿美元营收。 苹果电视的利润率高达25%,比传统电视厂商高出不少,后者这些年来只能眼睁睁地看着电视机利润不断下滑。一方面是由于电视市场的不景气,去年全球电视销量萎缩6%;另一方面则是电视机售价的日益下跌。【瑞轩(Vizio )和松下(Panasonic)等厂商制造的同样大小的电视机售价均低于1,000美元。】 诚然,这一切还只是猜想,最多也只能算是蒙斯特根据大量信息做出的预测。虽然蒂姆•库克已公开表示对客厅里的电视“很感兴趣”,但苹果仍未表态究竟是否存在这样的产品。不过,这依然阻挡不了我们对颠覆性的iTV充满期待与渴望。(财富中文网) 译者:项航 |
If (and when) Apple finally decides to introduce a TV set, you can bet sales will be big. So big in fact, Piper Jaffray analyst Gene Munster this week predicted the company could move 10 million TVs during its first full year on the market. In the past, Munster has said he sees the TV arriving as soon as this November priced anywhere between $1,500 and $2,000 and measuring 42-inches to 55-inches. If that's the case, the device could add an additional $15 billion in sales to Apple's (AAPL) 2014 fiscal year. The TV could also have a 25% profit margin, a higher margin than usual for TV makers, which in recent years have seen their margins shrink. That's due to a combination of slumping sales -- worldwide TV sales declined 6% last year -- and lower prices. (Comparably sized sets from companies like Vizio and Panasonic start under $1,000.) To be sure, all of this remains speculation and, at best, a well-informed projection on Munster's part. Though Tim Cook has publicly expressed an "intense interest" in the living room TV experience, Apple has yet to confirm the existence of such a product. Still, the idea of an industry-changing iTV remains a tantalizing one. |