根据市场研究公司Counterpoint Research分析师尼尔•沙赫在周三发布的报告，苹果（Apple）仍然统治着美国的智能手机市场。不过从下方五彩缤纷的环形图来看，大家很难判断接下来的走势。

    为此，大家需要多看看几个季度的数据。数据显示，美国电话电报公司（AT&T）这边出现了很大变化。这家运营商的苹果智能手机出货份额同比下降了25.7%——从2013年第一季度的70%下跌到了上个季度的52%（见柱状图。）

    相比之下，苹果在威瑞森（Verizon）的出货份额基本平稳，从52%降至51%，同比只下降了1%。以下是沙赫的一些其他发现：

    • 苹果和三星（Samsung）在智能手机市场共占据了超过三分之二的份额

    • TCL-阿尔卡特成为了美国的第四大手机供应商和第五大智能手机供应商，它的份额主要是从华为（Huawei）抢来的

    • 上季度，安卓手机在智能手机总出货量的份额提高到了59%。Windows Phone的占比也略有提高，不过依然不足4%

    • 上季度出货的智能手机中，有四分之三使用了长期演进技术（LTE）。

    • 苹果和三星共占据了LTE手机出货量的70%以上。

    • 从各品牌在运营商的份额上看，苹果在两大运营商威瑞森和美国电话电报公司的出货量上有明显优势，占据了一半以上的份额。在T-Mobile和斯普林特（Sprint），苹果也分别占有三分之一以上的份额。

    • 三星是T-Mobile和区域运营商的第一品牌，跟随其后表现最佳的品牌分别是：诺基亚（Nokia）（在美国电话电报公司）、阿尔卡特（在T-Mobile）、中兴通讯（ZTE）（在Sprint）、以及摩托罗拉（Motorola）（在威瑞森）。

    • 就智能手机成交量而言，拥有MetroPCS的T-Mobile如今是第三大智能手机运营商，超越了斯普林特平台（以及所有移动虚拟网络运营商），紧随美国电话电报公司之后。各公司的“去运营商化”战略（Uncarrier strategy，即取消运营商购机补贴，开放合约限制——译注）显然对运营商吸引新一批智能手机用户起到了很好的效果。

    以下是2014年第一季度美国四大运营商各品牌智能手机出货量的分布情况。（财富中文网）

    Apple (AAPL) still dominates the U.S. market for smartphones, according to a report issued Wednesday by Counterpoint Research's Neil Shah. But you can't tell from the accompanying multicolor donut charts (see below) which way the wind is blowing.

    For that, you have to look at a few more quarters of data. They show the biggest change was at AT&T (T), which saw Apple's share of its smartphone shipments fall 25.7% -- from 70% in Q1 2013 to to 52% last quarter. (See bar chart.)

    By contrast, Apple's share of Verizon's (VZ) shipments was basically flat, falling only 1 percentage point year over year, from 52% to 51%.

    Among Shah's other findings (emphases his):

    • Apple & Samsung together captured more than two-thirds of the smartphone market

    • TCL-Alcatel became the fourth largest handset supplier and fifth largest smartphone supplier in USA, maninly taking share away from Huawei

    • Android share rose to 59% of the total smartphone shipped during the quarter & Windows Phone grew to slightly under 4%

    • Three out of four smartphones shipped during the quarter were LTE smartphones

    • Apple & Samsung combined captured more than 70% of the LTE shipments

    • In terms of in-carrier share for the brands, Apple dominated the big two carriers capturingmore than half of Verizon & AT&T's smartphone shipments and more than a third of smartphone shipments at T-Mobile & Sprint respectively

    • Samsung was the top brand at T-Mobile and regional carriers while the next best performing brands were: Nokia (at AT&T), Alcatel (at T-Mobile), ZTE (at Sprint) & Motorola (at Verizon)

    • T-Mobile (with MetroPCS) is now the third largest smartphone carrier in terms of smartphone volumes buyer closely behind AT&T overtaking Sprint platform (with all MVNOs). Uncarrier strategy is surely working for the carrier attracting a wave of new smartphone subscribers

    Below: How the big-four U.S. carriers divided last quarter's share of smartphone shipments.