在整個(gè)數(shù)字領(lǐng)域,新冠疫情加速了業(yè)界向電商、無線技術(shù)和遠(yuǎn)程辦公的邁進(jìn)步伐。
然而,有一項(xiàng)科技趨勢已經(jīng)完全被反轉(zhuǎn)。盡管個(gè)人電腦銷量自2011年達(dá)到峰值之后一直在走下坡路,但今年可能是自史蒂夫·喬布斯和史蒂夫·沃茲尼亞克搬出其車庫之后個(gè)人電腦銷量增速最猛的一年。人們甚至開始再次購買打印機(jī)!
我們從蘋果公司那里了解了上個(gè)月Mac電腦的銷量。11月24日,戴爾和惠普也發(fā)布了其最新的季度業(yè)績,而且關(guān)注點(diǎn)都是個(gè)人電腦的銷量。
如果研究一下戴爾的銷售業(yè)績你會(huì)發(fā)現(xiàn),其整體營收增長了3%,但其個(gè)人電腦業(yè)務(wù)增長了8%。在個(gè)人電腦銷售領(lǐng)域,消費(fèi)者購買量增長了14%。消費(fèi)者線上購買量增加了47%。Chromebook的銷量翻了一番。這個(gè)業(yè)績好于分析師預(yù)期,而今年已經(jīng)上升37%的戴爾股價(jià)在11月25日的盤前交易中再度上漲1%。
戴爾的首席運(yùn)營官杰夫·克拉克在11月24日對(duì)分析師說:“我認(rèn)為當(dāng)前在家里,大家共用一臺(tái)電腦的做法已經(jīng)不可行了。兩個(gè)父母可能在家遠(yuǎn)程辦公,孩子們也在家遠(yuǎn)程學(xué)習(xí)。如今家里應(yīng)該是多電腦共存的局面,我認(rèn)為這一點(diǎn)基本不會(huì)改變。”
在惠普,公司的第四財(cái)季營收整體縮水了1%,但消費(fèi)級(jí)個(gè)人電腦和打印機(jī)購買量分別增長了24%和21%。公司的“優(yōu)質(zhì)”消費(fèi)領(lǐng)域增長了29%,其中包括靚麗的藍(lán)色金屬Dragonfly筆記本。Chromebook筆記本(別告訴我你之前沒有聽說過)的銷量翻了一番多?;萜战衲甑墓蓛r(jià)到目前為止才上漲了6%,11月25日的盤前交易又上漲了6%。
惠普的首席執(zhí)行官恩瑞克·洛瑞斯說:“個(gè)人電腦已經(jīng)成為了人們工作、學(xué)習(xí)、游戲、娛樂和溝通的必需品。我們看到的趨勢是,每個(gè)人都會(huì)購買自己的個(gè)人電腦,而這一趨勢將帶來巨大的需求?!?/p>
Evercore公司的分析師阿米特·達(dá)亞納尼在談?wù)撨@一強(qiáng)勁的業(yè)績時(shí)開玩笑說:“我打印出來的這封賀信基本上是用你們的打印機(jī)打的?!?/p>
問題在于,個(gè)人電腦的這個(gè)趨勢是否能夠持久。華爾街認(rèn)為這將是一個(gè)永久性的變化,但我對(duì)此更多的是持懷疑態(tài)度。旅行方面也存在大量被壓抑很久的需求,厭倦了疫情的公眾希望擺脫Zoom,回到辦公室,回到學(xué)校。人們會(huì)在2021年再購買一臺(tái)筆記本嗎?我覺得不會(huì)。(財(cái)富中文網(wǎng))
譯者:馮豐
審校:夏林
在整個(gè)數(shù)字領(lǐng)域,新冠疫情加速了業(yè)界向電商、無線技術(shù)和遠(yuǎn)程辦公的邁進(jìn)步伐。
然而,有一項(xiàng)科技趨勢已經(jīng)完全被反轉(zhuǎn)。盡管個(gè)人電腦銷量自2011年達(dá)到峰值之后一直在走下坡路,但今年可能是自史蒂夫·喬布斯和史蒂夫·沃茲尼亞克搬出其車庫之后個(gè)人電腦銷量增速最猛的一年。人們甚至開始再次購買打印機(jī)!
我們從蘋果公司那里了解了上個(gè)月Mac電腦的銷量。11月24日,戴爾和惠普也發(fā)布了其最新的季度業(yè)績,而且關(guān)注點(diǎn)都是個(gè)人電腦的銷量。
如果研究一下戴爾的銷售業(yè)績你會(huì)發(fā)現(xiàn),其整體營收增長了3%,但其個(gè)人電腦業(yè)務(wù)增長了8%。在個(gè)人電腦銷售領(lǐng)域,消費(fèi)者購買量增長了14%。消費(fèi)者線上購買量增加了47%。Chromebook的銷量翻了一番。這個(gè)業(yè)績好于分析師預(yù)期,而今年已經(jīng)上升37%的戴爾股價(jià)在11月25日的盤前交易中再度上漲1%。
戴爾的首席運(yùn)營官杰夫·克拉克在11月24日對(duì)分析師說:“我認(rèn)為當(dāng)前在家里,大家共用一臺(tái)電腦的做法已經(jīng)不可行了。兩個(gè)父母可能在家遠(yuǎn)程辦公,孩子們也在家遠(yuǎn)程學(xué)習(xí)。如今家里應(yīng)該是多電腦共存的局面,我認(rèn)為這一點(diǎn)基本不會(huì)改變?!?/p>
在惠普,公司的第四財(cái)季營收整體縮水了1%,但消費(fèi)級(jí)個(gè)人電腦和打印機(jī)購買量分別增長了24%和21%。公司的“優(yōu)質(zhì)”消費(fèi)領(lǐng)域增長了29%,其中包括靚麗的藍(lán)色金屬Dragonfly筆記本。Chromebook筆記本(別告訴我你之前沒有聽說過)的銷量翻了一番多?;萜战衲甑墓蓛r(jià)到目前為止才上漲了6%,11月25日的盤前交易又上漲了6%。
惠普的首席執(zhí)行官恩瑞克·洛瑞斯說:“個(gè)人電腦已經(jīng)成為了人們工作、學(xué)習(xí)、游戲、娛樂和溝通的必需品。我們看到的趨勢是,每個(gè)人都會(huì)購買自己的個(gè)人電腦,而這一趨勢將帶來巨大的需求?!?/p>
Evercore公司的分析師阿米特·達(dá)亞納尼在談?wù)撨@一強(qiáng)勁的業(yè)績時(shí)開玩笑說:“我打印出來的這封賀信基本上是用你們的打印機(jī)打的?!?/p>
問題在于,個(gè)人電腦的這個(gè)趨勢是否能夠持久。華爾街認(rèn)為這將是一個(gè)永久性的變化,但我對(duì)此更多的是持懷疑態(tài)度。旅行方面也存在大量被壓抑很久的需求,厭倦了疫情的公眾希望擺脫Zoom,回到辦公室,回到學(xué)校。人們會(huì)在2021年再購買一臺(tái)筆記本嗎?我覺得不會(huì)。(財(cái)富中文網(wǎng))
譯者:馮豐
審校:夏林
Across the digital landscape, the pandemic has sped up the big moves towards e-commerce, cord-cutting, and remote work.
But one tech trend has completely reversed. While personal computer sales had been drifting downwards since its peak in 2011, this year could mark one of the sharpest increases since Steve Jobs and Steve Wozniak were working out of their garage. People are even buying printers again!
We heard from Apple about its record Mac sales last month. On November 24, both Dell Technologies and HP also reported their most recent quarterly results and the news was all about personal computer sales.
Delve into Dell's sales and you see that overall revenue rose 3%, but its PC unit was up 8%. Inside of PC sales, consumer sales were up 14%. Consumer sales online were up 47%. And Chromebook sales more than doubled. The results were better than analysts expected and Dell's stock, already up 37% this year, rose another 1% in pre-market trading on November 25.
"I don’t think you can get by having [one] PC for everyone in the home now," Dell COO Jeff Clarke commented to analysts on November 24. "You have two parents likely working from home, you have multiple children working from home, it’s a multi-PC environment in the home today and I don’t think that largely changes."
At HP, the company's fiscal fourth quarter revenue shrank by 1% overall, but sales to consumers rose 24% for PCs and 21% for printers. The company's "premium" consumer segment, which includes items like its gorgeous blue metal Dragonfly laptop, rose 29%. Chromebook sales (tell me if you've heard this one before) more than doubled. HP's stock, up only 6% this year so far, gained another 6% in premarket trading on November 25.
"PCs have become essential [as what] people needed for working, for learning, for gaming, for entertaining, for communicating," HP CEO Enrique Lores noted. "And the trend that we see is for every person to have their own PC, and this is really driving significant demand."
Analyst Amit Daryanani from Evercore joked about the strong results: "Congratulations on a nice print quite literally from you guys."
The question is whether the PC trend has staying power. Wall Street seems convinced it's a permanent change, but I'm more skeptical. There's strong pent-up demand for travel, for getting off Zoom, for going back to the office and to school among the pandemic-weary public. Buying yet another laptop in 2021? I don't think so.