中国消费者选择多样化,iPhone 7在华销量下降
据瑞银近日进行的一项半年民调显示,苹果今年9月的总体用户保留率已由去年同期的82%下跌至75%。瑞银的此次民调共计访问了5个国家的6,500余名消费者,调查结果显示,iPhone 7在中国的需求程度远低于美国。在中国消费者中,表示“非常可能”或“有可能”购买iPhone7的比例仅为43%,远低于iPhone 6发售时的64%和iPhone 6s发售时的54%。 《华尔街日报》指出,这在很大程度上是因为苹果有大量的中国用户已经被小米和华为等国内品牌所瓜分了。就在市场对苹果产品的需求减弱的同时,中国的国产厂商也纷纷发力,推出了更加优秀的产品。 虽然据瑞银预测,2017年苹果公司将在中国迎来一个“软”财年,但它同时也认为,苹果品牌在中国市场“依然强势”。因此,瑞银仍对苹果股票给出了“买入”评级,并预测2017财年,iPhone部门的增长率将达到6%,2018财年还将攀升至16%。 上周二,苹果股价下跌了2个百分点,盘后交易大致平稳。 就在瑞银的此次调查结果发布前不久,苹果刚刚于10月末公布了令人失望的第四季度财报。iPhone手机的销量已经连续三个月出现下滑趋势,营收入也下跌至468.5亿美元,跌幅为9%。自该季财报发布后,苹果股价已累计下跌6%。(财富中文网) 译者:朴成奎 |
The tech giant’s overall retention rates fell to 75% in September compared to 82% during the same period a year earlier, according to a semi-annual survey from UBS. After polling some 6,500 consumers across five countries, UBS found that demand for the iPhone 7 was much lower in China than in the U.S.: Smartphone users who were “very likely” or “somewhat likely” to buy the iPhone 7 fell to 43% from 54% for the 6s and 64% for the 6. That’s largely because Apple has lost a significant chunk of users in China to domestic brands like Xiaomi and Huawei. As Apple demand wanes, Chinese competitors are stepping up to offer better products, according to the Wall Street Journal. While UBS projects the company will have a “soft” fiscal year in China in 2017, the firm believes Apple’s brand “remains strong.” As a result, UBS kept a “buy” rating on the company’s stock, predicting iPhone unit growth of 6% in fiscal year 2017 and 16% in fiscal year 2018. Shares of Apple traded down 2% Tuesday, before remaining largely flat in after hours. UBS’ survey results come on the heels of Apple’s disappointing fiscal fourth quarter in late October. The tech giant reported its third consecutive quarter of flagging iPhone sales, with revenue down 9% to $46.85 billion. Shares of Apple have fallen 6% since earnings were announced. |