之前有读者投诉称,笔者过于依赖数据调查机构Asymco分析师赫雷斯•德迪乌的分析,在此特向各位读者致歉,但他这次的分析着实让人难以抗拒。 正如周三在 “关键路线”(Critical Path)播客中的承诺,德迪乌已开始着手对苹果公司(Apple)与其竞争对手进行系统对比,首先中选的是微软公司(Microsoft)。周四,他发布了两份图表,分别记录了过去四年微软(按部门)与苹果(按产品)的收入情况。他将两份图表上下排列,但由于两份图表采用了相同的横轴和纵轴坐标,因此,也可以将它们左右排列进行对比。 通过这种对比,可以得出一些有趣的结论。在此仅列出其中两条: • 苹果从Mac电脑设备获得的收入超过Windows为微软带来的收入 • 苹果公司仅iOS设备带来的收入就超过微软所有产品的收入的总和 译者:阿龙/乔树静 |
Apologies to readers who complain that I lean too heavily on the work of Asymco's Horace Dediu, but this one was too good to resist. As promised on his Critical Path podcast Wednesday, Dediu has begun comparing Apple (AAPL) in a systematic way to some of its peers, starting with Microsoft (MSFT). On Thursday he posted a pair of charts tracking Microsoft's revenue streams by segment and Apple's revenues by product over the past four years. He stacked the charts one on top of the other, but because they use the same horizontal and vertical scales, they can also be shown side by side. (Click the charts above to enlarge them.) Seen this way, several facts jump out. To name just two: • Apple gets more revenue from the Mac than Microsoft gets from Windows • Apple's iOS devices generate more revenue that all of Microsoft's products put together |
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