订阅

多平台阅读

微信订阅

杂志

申请纸刊赠阅

订阅每日电邮

移动应用

专栏 - 苹果2_0

10分钟!香港iPhone 4S售罄

Philip Elmer-DeWitt 2011年11月08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。
iPhone 4S在15个国家的销售前景看好,预计将在12月份投放中国大陆市场。

苹果零售店香港新店。图片来源:苹果公司

    罗加证券公司(Ticonderoga)的布莱恩•怀特与其他西方分析师一样,一直密切关注苹果公司(Apple)在中国的发展前景。他周一发布报告称,iPhone 4S上周五开始在中国地区接受预定,但预定几乎刚刚开始就宣告结束。

    他说,苹果公司开始在香港接受预定10分钟后,iPhone 4S的预订单便被抢购一空。周五,iPhone 4S登陆中国香港和其他14个国家和地区。此外,怀特预计iPhone 4S将在12月份进入中国大陆市场。

    怀特认为,尽管苹果手机的标志性功能语音助手Siri目前并不支持普通话或粤语,但他预计中国消费者依然会排起长龙抢购iPhone 4S,并且会出现供不应求的局面。

    怀特一直认为,大中华区(按苹果公司的说法是指中国香港、中国大陆和台湾地区)蕴含着最大的增长机遇。他说,上季度大中华区为苹果公司创造了45亿美元收益(同比增长270%),占公司总销售额的16%(2009财年仅为2%)。

    今年9月,苹果香港零售店开业,并且在上海开设了第三家零售店。目前公司在大中华区共开设了六家零售店。此外,公司计划在2012财年斥资9亿美元新建40家零售店,其中四分之三的新店将设在美国以外的国家和地区。

    同时,据《韩国日报》(Korean Daily News)报道,周五午夜,韩国最大的两家电信服务商SK电信与KT公司开始受理iPhone 4S在线订单,同样很快便被预订一空:

    “由于同一时刻的网络访问量过大,两家公司的网站一度陷入瘫痪。两家公司在同一天接受了200,000份订单,这远远超过去年8月份iPhone 4的130,000份订单。”

    译者:刘进龙/汪皓

    Ticonderoga's Brian White, who has been keeping as close tabs on Apple's (AAPL) prospects in China as any Western analyst, reported Monday that pre-orders for the iPhone 4S ended almost as soon as they began in China last Friday.

    According to his checks, pre-orders were sold out in Hong Kong 10 minutes after Apple started taking them. The iPhone 4S goes on sale this Friday in Hong Kong and 14 other countries, and according to White it will reach mainland China in December.

    White anticipates long lines and serial stock outs despite the fact the phone's signature feature -- Siri -- doesn't yet work in Mandarin or Cantonese.

    White has long maintained that Greater China -- which Apple defines as Hong Kong, mainland China and Taiwan -- represents the company's single greatest opportunity for growth. He notes that last quarter, Apple generated $4.5 billion in revenue (up 270% year over year) from Greater China -- 16% of total sales compared with 2% in fiscal 2009.

    With the Apple Store that opened in Hong Kong in September and the opening of Shanghai's third retail outlet, the company now has a total of six stores in the region. It has set aside another $900 million to build 40 new stores in fiscal 2012, three quarters of them outside the U.S.

    MEANWHILE: The Korean Daily News reports that the country's two largest telecommunication firms -- SK Telecom and KT -- opened online pre-orders for the iPhone 4S on Friday midnight and were immediately inundated:

    "The website crashed due to high traffic at one point, and the two companies had over 200,000 pre-orders the same day, much more than the 130,000 pre-orders for the iPhone 4 in August last year."

我来点评

  最新文章

最新文章:

中国煤业大迁徙

500强情报中心

财富专栏