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专栏 - 苹果2_0

苹果的欢乐圣诞节

Philip Elmer-DeWitt 2013年01月04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。
刚刚过去的圣诞节期间,苹果销售强劲,超出分析人士预期。期间共有1,700万台iOS与安卓设备被激活,同比增长了250%。不过,说起访问量,iPad依然一马当先。据统计,iPad每产生100次网页访问次数,Kindle产生5次,Galaxy产生3次,Surface仅有0.22次。

    2011年节日季,iPhone与iPad销量年比分别增加128%和111%。考虑到去年的火爆情况,本刊调查的华尔街分析师们认为,截至上周六结束的本年度节日季,iPhone与iPad超快的增长速度可能会大幅放缓。分析师认为,苹果公司(Apple)在2013年第1季度的表现很难达到同期水平,他们预测,iPhone与iPad的同比单位销量平均增幅分别为28%与48%。

    不过,节日销售数据却证明,这些预测可能太过保守。尤其是:

    调研公司Flurry Analytics报告称,圣诞节当天,共有1,700万台iOS和谷歌(Google)安卓设备被激活,同比增长了250%。不过,很可惜,Flurry的报告并未详细说明安卓与苹果设备各自的激活量。 

    来自分析公司Distimo的数据则更加详细地披露了不同平台的具体数据。报告称,今年圣诞节对于苹果公司来说是“非常快乐”的一天,它的应用商店下载量同比增长了87%。虽然与Distimo在2011年公布的3倍增长幅度逊色不少,但这也表明,苹果设备的单位销量远远高于华尔街的预测。

    另外一项统计数据来自移动广告网站Chitka,该网站统计了圣诞节之前的12月8日- 14日期间,各大制造商的平板设备产生的广告曝光次数。数据与往常一样,以iPad产生100次曝光为标准来衡量。Chitka的加布·多恩尼尼对下图的解释是:“北美地区87%的平板电脑网络流量通过iPad产生”。而科技博客VentureBeat的约翰·科伊特赛的解读更加直白:

    “iPad每产生100次网页访问次数,Kindle产生5次,Galaxy产生3次,Surface仅有0.22次”

 

    Given the blow-out iPhone and iPads sales Apple (AAPL) reported in its 2011 holiday quarter -- up 128% and 111% year over year, respectively -- the Wall Street analysts we've polled expect that breakneck growth to slow considerably in the quarter that ends Saturday. They think Apple's Q1 2013 is going to be what they call a "tough compare," and they're looking, on average, for year-over-year unit sales growth of 28% for the iPhone and 48% for the iPad.

    But some of the data coming in from holiday sales suggest that those estimates may be too conservative. In particular:

    Flurry Analytics reports that 17 million Apple iOS and Google (GOOG) Android devices were activated on Christmas Day, up 250% from 2011. Flurry, unfortunately, doesn't tell us how many of those were Androids and how many were Apples.

    Distimo's data was more platform specific. It reported a "very appy" Christmas Day that saw downloads on Apple's App Store increase 87% year over year. While less than the 3X increase Distimo reported in 2011, it suggests a bigger bump in unit sales that the Street is expecting.

    One more stat, this one from Chitka, which measured ad impressions from various manufacturers' tablets in the pre-Christmas week of Dec. 8-14. Their data are shown, as usual, on a scale of 100 iPad impressions. "Eighty-seven percent of the tablet web traffic in North America is generated by iPad," is how Chitika's Gabe Donnini interprets the chart below.VentureBeat's John Koetsier puts it in starker terms:

    "For every 100 web pageviews on an iPad, a Kindle gets 5, a Galaxy gets 3, and a Surface gets 0.22"

    译者:刘进龙/汪皓

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