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专栏 - 苹果2_0

苹果中国销量暴涨 手机份额飙至前三

Philip Elmer-DeWitt 2013年12月16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。
今年10月份,苹果iPhone 在中国市场的销量急剧上扬,苹果在中国智能手机市场的份额首次跻身前三。

上图为2013年4月至10月间中国智能手机市场各手机厂商的市场份额变化情况,从上至下依次为三星、华为、联想、中兴、酷派以及苹果。

    最近有关苹果(Apple)和中国移动(China Mobile)即将达成合作协议的消息在坊间流传甚广,位于香港的调研公司Counterpoint Research也适时地发布了一份市场调查报告。从中可以看到,即便苹果还未与世界最大的移动运营商达成协议,iPhone在中国智能手机市场的份额也已经狂飙至12%。

    Counterpoint报告的要点如下:

    今年10月,苹果在中国智能手机市场份额从9月份的3%暴涨到了12%,一举成为中国市场上的第三大智能手机生产厂商。虽然iPhone 5s未能像几年前iPhone 4s发布时那样,在零售店前引来滚滚人流,但从上市首月的销量来看,iPhone 5s显然要比iPhone 5成功得多。随着与中国移动合作在即,三大运营商已经尽数加入苹果运营商阵营。它们势必会在中国点燃“价格战”战火,进一步推高iPhone 5s的销量。今年12月或明年1月,苹果甚至有可能成为中国市场排名第一的智能手机厂商。

    报告还指出,三星(Samsung)Galaxy S4由于在某些市场降价销售,10月销量短暂上扬,不过这个势头很难延续,因为Galaxy Note III已经取代了它的旗舰机地位。(财富中文网)

    译者:项航

    Amid almost daily signs that a distribution deal between Apple (AAPL) and China Mobile (CHL) is imminent comes the attached chart from Hong Kong-based Counterpoint Research. It shows that even without the formal endorsement of the world's largest carrier, Apple's share of Chinese smartphone sales in October had surged to 12%.

    From Counterpoint's report:

    Apple's smartphone marketshare climbed to 12% mark in China in October, instantly making it the 3rd largest smartphone player in the market up from a modest 3% share in September. Although the iPhone 5s didn't attract long queues outside Apple retails stores as the iPhone 4S did couple of years ago but it definitely was more successful compared to what iPhone 5 registered in terms of overall sales in a month. Also, with China Mobile deal on the horizon, Apple iPhone 5s at all three carriers will for sure ignite a 'price war' boosting the overall iPhone 5s sales in China. This might allow Apple to even reach the No. 1 smartphone player in December or January in China.

    The report notes that Samsung's Galaxy S4 saw a temporary uptick in October due to a price discount in some markets, but that the S4 had been "pushed ... towards the end of its 'flagship lifecycle'" by the Galaxy Note III.

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