分析稱廉價(jià)iPhone有望助蘋果稱霸中國(guó)市場(chǎng)
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????摩根士丹利（Morgan Stanley）分析師凱蒂?休伯蒂給蘋果（Apple）帶來了好消息，同時(shí)也給其他希望進(jìn)入中國(guó)市場(chǎng)的手機(jī)銷售商帶來了壞消息。
????近幾周以來，關(guān)于蘋果即將于9月推出兩種iPhone（包括廉價(jià)版iPhone 5C）的傳聞滿天飛。周一，也就是《華爾街日?qǐng)?bào)》（Wall Street Journal ）刊載這一傳聞的同一天，休伯蒂向客戶發(fā)出了一則公告，其中包含對(duì)2,000名中國(guó)手機(jī)用戶進(jìn)行的調(diào)查的結(jié)果。 ????AlphaWise專屬調(diào)查的目的在于統(tǒng)計(jì)有多少富裕的中國(guó)消費(fèi)者將購(gòu)買新iPhone，而且他們?cè)冈谶@方面花多少錢。 重要發(fā)現(xiàn)（引用）如下： ????如果蘋果繼續(xù)走高端路線，消費(fèi)者的iPhone購(gòu)買熱情將繼續(xù)保持穩(wěn)定。 ? 23%的潛在智能手機(jī)購(gòu)買者選擇購(gòu)買iPhone，略高于我們先前在2013年1月所做的調(diào)查。 ? iPhone的再次購(gòu)買意愿比率要高于其他品牌的智能手機(jī)。 ????iPhone 5C將推動(dòng)銷量增長(zhǎng)的遞增 ? 中國(guó)消費(fèi)者認(rèn)為486美元（約合4000元人民幣）是廉價(jià)iPhone的合理價(jià)格范圍，較我們預(yù)期的蘋果售價(jià)高出22%。 ? 相比之下，三星S4 Mini和HTC One Mini手機(jī)的可接受價(jià)格范圍要比我們預(yù)期的售價(jià)低。 ????與中國(guó)移動(dòng)（China Mobile）的合作將增加蘋果智能手機(jī)在中國(guó)的市場(chǎng)份額 ? 如果iPhone與中國(guó)移動(dòng)的3G和4G網(wǎng)絡(luò)兼容，那么29%的潛在智能手機(jī)購(gòu)買者愿意購(gòu)買iPhone。 ????總之，休伯蒂稱：借助新iPhone 5C，蘋果手機(jī)在中國(guó)的市場(chǎng)份額將增加13.3個(gè)百分點(diǎn)（而三星的份額則將降低6.7個(gè)百分點(diǎn)）。借助與中國(guó)移動(dòng)（CHL）的授權(quán)銷售合作，蘋果有望額外增加6%的市場(chǎng)份額（同時(shí)三星的份額將因此而降低4.6%）。 ????如果兩者都能實(shí)現(xiàn)的話，蘋果將再次成為世界頭號(hào)手機(jī)市場(chǎng)中的頭號(hào)智能手機(jī)廠商。（財(cái)富中文網(wǎng)） |
????Morgan Stanley's Katy Huberty has some good news for Apple (AAPL) and bad news for everybody else trying to sell smartphones in China. ????On Monday, the same day the Wall Street Journal put its imprimatur on rumors that have been floating around for weeks -- namely, that Apple is set to launch a pair of iPhones in September, including a lower-cost iPhone 5C -- Huberty issued a note to clients with the results of a survey of 2,000 Chinese mobile phone owners. ????The proprietary AlphaWise poll was designed to measure how many affluent Chinese consumers would buy the new iPhones and how much they'd be willing to pay. The key findings: (I quote) ????Consumers' interest in iPhone remains steady if Apple continues its high-end strategy ? 23% of potential smartphone buyers surveyed chose the iPhone, slightly above our previous survey in January 2013 (19%). ? Intended repurchase rate for iPhone is higher than other smartphones. ????iPhone 5C will drive incremental volume growth ? Chinese consumers consider US$486 (or RMB 4,000) to be an acceptable price range for the lower-priced iPhone, 22% higher than where we think Apple will price it. ? In contrast, the acceptable price ranges for Samsung S4 Mini and HTC One Mini were lower than the expected price. ????A partnership with China Mobile will increase Apple's smartphone share in China ????? 29% of potential smartphone buyers would purchase the iPhone if it were compatible with China Mobile's 3G and 4G networks. ????The bottom line, according to Huberty: The new iPhone 5C could boost Apple's market share in China by 13.3 points (and reduce Samsung's by 6.7 points). A carrier deal with China Mobile (CHL) could raise Apple's share by another 6 points (and lower Samsung's by 4.6 points). ????If both things happen, Apple could find itself, once again, the No. 1 vendor the world's largest smartphone phone market. |
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