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专栏 - 苹果2_0

iPhone 5s大卖,库克或许是个好CEO

Philip Elmer-DeWitt 2013年09月26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。
iPhone5s和iPhone 5c上市首周一扫发布时遭遇的冷淡,全球总计卖出了900万部,销量比去年iPhone 5首发的时候飙升了80%,有些门店再次出现了一机难求的盛况。消息传来,外界对苹果CEO蒂姆•库克的质疑烟消云散,或许一切早就在这位运营奇才的掌握之中。

    上周五,亲眼目睹一家苹果(Apple)零售店卖光了全部库存的iPhone 5S,不得已把上千名排队等候的人打发走之后,Twitter用户iDawg提出了一个疑问:

    “如果某公司的产品总是断货,它的首席执行官又怎么称得上是运营天才?”这也是许多苹果观察家们想问的一个问题。

    不过,苹果本周一上午称,它的iPhone 5S和5C的出货量已突破900万部,比去年iPhone 5的首发销量高出80%之多。消息一出,顿时打消了许多人心中的这个疑问。

    不过,我们向科技博客Asymco的博主贺拉斯•德迪欧请教了iDawg提出的这个问题。

    德迪欧说:“这个问题跟所谓的运营天才没有任何关系。苹果每年都在扩大产量以满足需求,不过广大用户的需求实在是太强劲了。”

    “我想提醒一下:苹果对用户的了解远胜于我们。他们坐拥4亿客户,对用户可谓了如指掌。这可比你向朋友打听消息靠谱多了。”

    德迪欧总结了一张苹果和三星各款产品的首发量对比图(如下):(财富中文网)

    译者:项航  

    When Apple (AAPL) ran out of stock Friday and had to turn away thousands of would be iPhone 5S customers, a reader who calls himself iDawg tweeted a question that was on a lot of Apple watchers' minds:

    "How does CEO get a reputation as an operational genius by continually running out of stock."

    Not as many people were asking that question Monday morning after Apple reported that it sold more than 9 million units of the iPhone 5S and 5C, 80% better than its iPhone 5 sales last year.

    But we went ahead and put iDawg's question to Asymco's Horace Dediu anyway.

    "It has nothing to do with operational genius," he wrote. "Every year they expand distribution and every year they fill the channel but initial demand grows faster than can be supplied.

    "I will say one thing: Apple has a lot of information about demand which we don't. Having 400 million customers gives you a great deal of insight into markets. Certainly more than asking your friends."

    Below: Dediu's chart of comparative launch performances.

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