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专栏 - 苹果2_0

从数据看苹果商店2.0

Philip Elmer-DeWitt 2011年05月25日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
苹果新第五大道店一瞥:店还是从前那家店,只是变得更高效了。

iPad显示屏中显示的恰恰是iPad的产品规格表。照片来源:PED

    本周一是苹果商店2.0向公众开放的头一天。这一天苹果公司没有新产品发布,iPad的缺货也暂告一段落,因此星期一上午,在曼哈顿第五大道苹果标志性的玻璃立方体造型商店门口,并没有出现排队的长龙。

    商店地下一层的零售区域客流量也相对较少,使我们能更容易地对店里的前后变化进行对比。上周适逢第一家苹果商店开张十周年庆典,苹果公司借此机会对旗下的零售店进行了重新设计,并承诺员工会使其店面变得“更加风格化”。

    以下通过数据汇报一下我的见闻:

    • 这家商店用了139台树脂玻璃的iPad2作为电子显示屏,用来显示每一款苹果产品的详细规格和报价——从小巧的49美元的iPod,到1699美元起价的27英寸的iMacs电脑。

    • 店里放了8张桌子,用于进行一对一的个性化安装服务。还有一张桌子是用于开演讨会或讲座之用。

    • 为了便于进行非信用卡结算,店里还准备了6个下方安装了现金抽屉的展示桌。(这些现金抽屉不知是不是原本就在那里,但我从没见过它们。)

    • 有5个职员配备了iPad,此外还有十多个员工的腰带上佩戴着老式的有读卡功能的iPod-touch。

    • 有10个收银台。这还是我头一回看到顾客没有为付款排长队。

    与苹果新开张的某些大型零售店比起来,第五大道店在规模上稍逊一筹,不过它还是比一般商场里的店中店大一些。苹果共有325家零售店,假设每家店都部署了100台iPad显示产品规格和报价,那么在上周末,苹果公司大概一共部署了32500部iPad。这个数量不太可能会对iPad的全球供应造成明显影响。上周五,苹果主要供应商富士康成都工厂发生爆炸,使iPad的生产暂时受挫。据报道,在爆炸发生前,富士康的iPad月产量为250万台,即日产83000台。

    译者:朴成奎

    Without a new product or a shortage of iPads to draw a crowd, there were no lines outside the big glass cube of the iconic Apple Store on Manhattan's Fifth Avenue Monday morning.

    The traffic in the subterranean retail space was also relatively light, which made it easy to count the changes wrought by the redesign that Apple (AAPL), celebrating the 10th anniversary of the first Apple Store last week, promised its employees would make the company's retail outlets "even more iconic."

    Here, by the numbers, is what I saw:

    • 139 plexiglass-mounted iPad 2s serving as electronic spec sheets and price lists for every Apple product on the floor, from tiny $49 iPod shuffles to 27-inch iMacs that start at $1,699

    • 8 desks set aside for one-on-one Personal Setup services and one for Workshop classes

    • 6 display desks equipped with under-mounted cash drawers for quick non-credit card transactions (if these cash drawers were there before, I never saw them)

    • 5 staffers with iPads and more than a dozen with the old card-reading iPod-touches on their belts

    • 10 check-out stations where, for the first time I can recall, there was no queue of customers waiting to pay

    The Fifth Avenue store is smaller than some of Apple's newest emporiums, but bigger than a typical mall outlet. Assuming an average of 100 iPads in each of its 325 stores, we estimate that Apple deployed some 32,500 iPad 2s over the weekend -- a number unlikely to make a significant dent in the global supply. Before the explosion that disrupted production at Foxconn's Chengdu factory Friday, Apple primary supplier was reportedly churning out 2.5 million iPads a month, or 83,000 a day.

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