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专栏 - 苹果2_0

苹果领衔,全球智能手机发货量首超PC

Philip Elmer-DeWittF 2012年02月07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。
2011年,全球智能手机全年发货量首次超过了个人电脑(含平板电脑)。

资料来源:Canalys

    市场调研公司Canalys上周五宣布,据其统计,即使将平板电脑包括在内,2011年智能手机的发货量也超过了客户PC。报告中特别提到了苹果公司(Apple)。

    “苹果公司年底的突出表现令其成为2011年第四季度销量领先的智能手机和客户PC生产商,销售iPhone 手机3,700万部、iPad 1,540万台和Mac 520万台。它还打破了全球单家手机生产商的智能手机季度出货量记录,超越了诺基亚(Nokia)2010年4季度2,830万部的记录。而且,这也意味着苹果公司首次取代诺基亚,成为年度出货量最大的智能手机生产商。2011年苹果公司销售iPhone手机9,310万部,较2010年增长了96%。iPhone 4S的上市时间从6月份推迟至10月份,受到压抑的需求推动了这款手机的销售;但同时,眼下定价更有竞争力的iPhone 4和3GS手机持续旺销也推动了苹果公司的总出货量。”

    Canalys的数据显示,2011年智能手机全年总出货量达到了4.88亿部,较2010年的2.997亿部增长了63%。相比之下,PC市场2011年仅增长15%了,达到4.146亿台,其中平板电脑发货量增幅高达274%。平板电脑——Canalys归为pad类产品——占2011年客户PC发货量的15%。

    下面,同样来自Canalys的另外两张图表,对比了2011年第四季度和2011年全年苹果公司智能手机和谷歌(Google)安卓(Android)手机的出货量增长情况。

    Canalys singled out Apple (AAPL) for special mention Friday when it announced that by its count, shipments of smartphones in 2011 overtook those of client computers, even when tablets are included.

    "Apple's impressive end to the year resulted in it becoming the leading smart phone and client PC vendor in Q4 2011, with shipments of 37.0 million iPhones, 15.4 million iPads and 5.2 million Macs. It also smashed the record for the most smart phones shipped globally by any single vendor in one quarter, beating Nokia's previous record of 28.3 million shipped in Q4 2010. Moreover, Apple's performance meant that it displaced Nokia, for the first time, as the leading smart phone vendor by annual shipments. Apple shipped 93.1 million iPhones in 2011, representing growth of 96% over 2010. The iPhone 4S benefitted from pent-up demand resulting from the launch coming in October rather than June, but Apple's overall volume was also buoyed by continued shipments of the now more aggressively priced iPhone 4 and 3GS models."

    For the year, according to the analytics firm, total smartphone shipments reached 488.0 million units, up 63% on the 299.7 million shipped in 2010. By comparison, the PC market grew 15% in 2011 to 414.6 million units, with 274% growth in tablet shipments. Tablets, which Canalys calls "pads," accounted for 15% of all client PC shipments in 2011.

    Below the fold: Two more Canalys spreadsheets showing Apple's smartphone growth in fourth quarter and the year against that of Google's (GOOG) Android.

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