iPhone四季度市場(chǎng)份額環(huán)比激增42%
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????本周二，加拿大投資公司Canaccord Genuity分析師T?邁克爾?沃克利向客戶(hù)發(fā)布報(bào)告顯示，目前的形勢(shì)對(duì)蘋(píng)果（Apple）投資者可謂喜憂(yōu)參半。 ????憂(yōu)的是沃克利預(yù)計(jì)亞馬遜（Amazon）Kindle Fire將大幅削弱iPad在全球平板電腦市場(chǎng)的主導(dǎo)地位，后者市場(chǎng)份額將從第三季度的74%急劇下滑至第四季度的53.2%。【點(diǎn)擊此處查看具體報(bào)道。不過(guò)，蘋(píng)果高管上周向摩根大通（J.P. Morgan）表示，這并非完全是壞消息，因?yàn)樗麄冾A(yù)計(jì)亞馬遜199美元平板電腦完全是虧本銷(xiāo)售，會(huì)進(jìn)一步激發(fā)消費(fèi)者對(duì)iPad的熱情，而后者為蘋(píng)果帶來(lái)的利潤(rùn)非常豐厚?！?/p> ????喜的是iPhone在與谷歌（Google）Android的競(jìng)爭(zhēng)中占據(jù)了上風(fēng)，沃克利認(rèn)為iPhone“市場(chǎng)份額有望強(qiáng)勁增長(zhǎng)”。由于增勢(shì)迅猛，他已經(jīng)將iPhone第四季度的出貨量從2,900萬(wàn)部上調(diào)至了3,050萬(wàn)部。 ????iPhone銷(xiāo)量真可謂瘋狂增長(zhǎng)，要知道，在截至9月份的第三季度，蘋(píng)果僅售出1,710萬(wàn)部iPhone。 ????上面兩幅餅圖表分別顯示了第三季度全球智能手機(jī)市場(chǎng)份額分布，以及沃克利對(duì)四季度的預(yù)測(cè)。（我們?cè)谙旅鎻?fù)制了沃克利的數(shù)據(jù)。）蘋(píng)果市場(chǎng)份額增長(zhǎng)了6個(gè)百分點(diǎn)（環(huán)比激增42%），值得注意的是，蘋(píng)果的部分競(jìng)爭(zhēng)對(duì)手市場(chǎng)份額環(huán)比下滑幅度卻高達(dá)兩位數(shù)，其中包括： ????宏達(dá)電（HTC）：下滑4.3%（環(huán)比下滑39%） ????諾基亞（Nokia）：下滑2.4%（環(huán)比下滑17%） ????索尼愛(ài)立信（Sony Ericsson）：下滑0.6%（環(huán)比下滑11%） ????沃克利預(yù)測(cè)，三星（Samsung）第四季度智能手機(jī)銷(xiāo)量將基本保持平穩(wěn)，預(yù)計(jì)出貨量為3,450萬(wàn)部，不過(guò)市場(chǎng)份額將下滑1.3%。 ????具體數(shù)據(jù)見(jiàn)下圖： |
????A note to clients issued Tuesday by Canaccord Genuity's T. Michael Walkley had good news and bad news for Apple (AAPL) investors. ????The bad news, which we reported here, was that he expects sales of Amazon's (AMZN) Kindle Fire to cut sharply into the iPad's dominance of the worldwide market for tablet computers, reducing its unit share from 74% in calendar Q3 to 53.2% in Q4. (This is not such bad news, Apple execs told J.P. Morgan last week, because they expect the $199 tablet that Amazon sells at a loss to whet consumer appetites for the iPad, which Apple sells at a tidy profit.) ????The good news in Walkley's note is that he is seeing "strong global share gains" for the iPhone versus Google's (GOOG) Android this quarter -- strong enough for him to increase his iPhone unit sales estimate for Q4 from 29 million to 30.5 million. ????The change is even more dramatic when you consider that Apple sold only 17.1 million iPhones in the quarter that ended in September. ????The pie charts above show what the smartphone market looked like in Q3 and what Walkley expects it to look like at the end of December. (We've copied his data below the fold.) In addition to Apple's 6 point (42%) increase in market share, note the double-digit share drops among its competitors, including: ????HTC, down 4.3 points (39%) ????Nokia (NOK), down 2.4 points (17%) ????Sony Ericsson (SNE), down 0.6 points (11%) ????Samsung is basically holding steady this quarter, according to Walkley's forecast, shipping an estimated 34.5 million smartphones but losing 1.3% of its market share. ????See the spreadsheet below. |
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