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专栏 - 苹果2_0

iPhone 5C首发当晚不用抢

Philip Elmer-DeWitt 2013年09月17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。
上周五,iPhone 5C首发当晚并没有重现去年iPhone5首发时出现过的断货盛况。相反,各个颜色、各个型号的库存都相当充足。到底是因为市场需求不够强劲,还是因为供货充足?答案只有苹果自己清楚。不过,去年iPhone 5上市次日,苹果股票大涨;今年iPhone 5c首发次日,苹果股票却迅速掉头向下。

    这是否意味着新款iPhone需求疲软?或者说苹果产能充裕?答案至关重要,但这一切只有苹果自己才清楚。

    我们目前知道的是,用专业术语来讲,iPhone 5经过全新的“外形设计”,而据当时富士康反应,其装配流程非常复杂。

    由于iPhone 5C同iPhone 5的尺寸一样,而且许多内部构件也都相同,应该更容易大批量制造,以满足消费者需求。此外,早期采用者可能对一周后才面市的iPhone 5S更有兴趣。

    面对这样的情况,华尔街的意见可能会出现分歧。上周五刚一开盘,苹果的股价就跌去了2.79美元(跌幅0.59%),迅速掉头下跌。

    最新消息:美国东部时间上周五上午10点34分,9to5Mac的乔丹•卡恩在报道中称,黄色解锁版16GB iPhone 5C率先售罄,其它机型都还有货。另外,苹果承诺的发货时间也推迟到了9月25日。(财富中文网)

    译者:项航

    

    Does that mean that demand was weak or that supplies were strong? It's a materially important question, and only Apple knows for sure.

    We do know, however, that the iPhone 5 was a new "form factor," in the jargon of the trade, and according to Foxconn was particularly hard to assemble.

    The iPhone 5C, because it's the same size as the iPhone 5 and shares many of the same internals, should be easier for Apple to manufacturer in quantities sufficient to meet demand. Besides, the early adopter types are more likely to spring for the iPhone 5S, which won't go on sale until next week.

    Wall Street could argue the situation round or flat. Apple shares opened Friday morning down $2.79 (0.59%) and quickly headed further south.

    UPDATE: 9to5Mac's Jordan Kahn reported at 10:34 a.m. Eastern that the unlocked version of the 16GB yellow iPhone 5C was the first to sell out. Deliveries now promised for 9/25. All other models were still in stock.

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