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????根據(jù)一項對2,200名潛在購買者的調(diào)查結(jié)果，加拿大皇家銀行資本（RBC Capital）的麥克?阿勃拉姆斯基上調(diào)了對iPhone和iPad第四季的市場預(yù)期。該調(diào)查由市場調(diào)研公司ChangeWave Research在8月進(jìn)行。據(jù)阿勃拉姆斯基稱，調(diào)查顯示市場“對iPhone 5的需求空前之高，此外返校學(xué)生購買iPad的意愿強(qiáng)烈”。 ????阿勃拉姆斯基在周二致客戶的信中標(biāo)出了調(diào)查的主要數(shù)據(jù)：（我引用如下） ????? 31%的受訪者稱很可能或有可能購買iPhone 5，大大高于iPhone 4推出前的需求（25%） ????? iPhone 4推出已經(jīng)將近15個月，66%的現(xiàn)有iPhone用戶很可能或有可能購買iPhone 5，顯示升級周期將較大。 ????? 無線電信運營商訂戶中，54%受訪的Sprint訂戶以及53%受訪的T-Mobile訂戶表示，假如可以選擇iPhone的話，自己很有可能或有可能傾向于購買iPhone。 ????? 調(diào)查數(shù)據(jù)還顯示，返校學(xué)生購買iPad 2的意愿強(qiáng)烈，26%的人很可能或有可能購買iPad 2。ChangeWave的調(diào)查數(shù)據(jù)顯示，85%的平板電腦購買者計劃購買iPad，二月份時這一比例為82%。 ????根據(jù)以上數(shù)據(jù)，阿勃拉姆斯基將對iPad的第四季度銷量預(yù)期（從1,050萬部）上調(diào)至1,250萬部，并將對iPad的2012年第一季度銷量預(yù)期（從2,440萬部）上調(diào)至2,700萬部。他對iPhone今年第四季度的銷量預(yù)期未變，仍為1,950萬部。 ????下表是ChangeWave發(fā)布的平板電腦購買意向圖。蘋果（Apple）的競爭對手們要不寒而栗了。 ????譯者：項航 |
????RBC Capital's Mike Abramsky has raised his fourth quarter iPhone and iPad estimates based on the results of a survey of 2,200 potential buyers. The survey, conducted in August by ChangeWave research, showed what Abramsky called "unprecedented iPhone 5 demand and strong back-to-school iPad buying intentions." ????In a note to clients issued Tuesday he ticked off the main data points: (I quote) ????? 31% of those surveyed said they were very/somewhat likely to buy the iPhone 5, significantly exceeding pre-launch iPhone 4 demand (25%) ????? With the iPhone 4 nearly 15 months old, 66% of existing iPhone users are very/somewhat likely to buy the iPhone 5, pointing to a large pending upgrade cycle. ????? 54% of surveyed Sprint subscribers and 53% of surveyed T-Mobile subscribers say they are significantly/somewhat more likely to buy the iPhone, if available. ????? Survey data also shows strong iPad 2 back-to-school buying indications, with 26% very/somewhat likely to buy the iPad 2. ChangeWave survey data shows 85% of all tablet buyers plan to buy the iPad, up from 82% in February. ????Based on these results, Abramsky has raised his fourth quarter iPad estimate to 12.5 million units (from 10.5 million) and his first quarter 2012 iPhone estimate to 27 million units (from 24.4 million). His Q4 2011 iPhone estimate remains unchanged at 19.5 million. ????Below: A ChangeWave chart of tablet-buying intentions that should strike fear in the hearts of Apple's (AAPL) competitors. |
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