Kindle Fire平板電腦需求升溫
????消費(fèi)者是否已經(jīng)厭倦了只有黑白兩色的電子書閱讀器?似乎確實(shí)如此。 ????美國(guó)俄勒岡州波特蘭市的投資銀行太平洋皇冠證券(Pacific Crest Securities)近期公布的一份報(bào)告顯示,亞馬遜(Amazon)標(biāo)準(zhǔn)電子書閱讀器所用組件的訂單數(shù)量比該銀行之前的預(yù)期減少了75%。 ????我們依然預(yù)計(jì)亞馬遜將在今年第3季度發(fā)布多點(diǎn)觸控、黑白屏設(shè)備,但我們將把今年第2季度和2012年全年的單位銷量預(yù)期從150萬(wàn)臺(tái)和1,230萬(wàn)臺(tái)分別調(diào)整到120萬(wàn)臺(tái)和970萬(wàn)臺(tái)。 ????雖然Kindle電子書的銷量可能下降,但市場(chǎng)對(duì)Kindle Fire平板電腦的需求卻在持續(xù)攀升,使Fire平板電腦組件的需求量增加了約60%。亞馬遜彩屏平板電腦的前景似乎一片光明,分析師查德?巴特利甚至預(yù)測(cè),今年第2季度,Kindle Fire平板的銷量可能達(dá)到180萬(wàn)臺(tái),全年銷量將達(dá)到1,470萬(wàn)臺(tái),達(dá)到其之前預(yù)測(cè)的較高水平。 ????新Kindle Fire 7寸平板預(yù)計(jì)將在今年第3季度發(fā)布,至于外界風(fēng)傳已久的10寸平板,消費(fèi)者或許還要等上很長(zhǎng)時(shí)間(有可能是“無(wú)限期的等待”)。 ????不過,如果Kindle Fire的需求真的會(huì)持續(xù)升溫,那絕對(duì)是亞馬遜的福音,因?yàn)橛袌?bào)道稱,在前幾個(gè)月,亞馬遜賣出的每一臺(tái)平板電腦都在賠錢。平板電腦銷量的增加意味著從圖書到視頻,各種媒體內(nèi)容的銷量也將隨之增加。或許這才是杰夫?貝佐斯期待的情形,并再次體現(xiàn)了亞馬遜一貫堅(jiān)持的理念——犧牲短期利潤(rùn),換取長(zhǎng)線增長(zhǎng)。 ????譯者:劉進(jìn)龍/汪皓 |
????Are people tiring of black-and-white e-readers? It seems that way. ????According to a recent report from Pacific Crest Securities, a Portland, Oregon-based investment bank, orders for components used in Amazon's standard e-readers have fallen 75% from the bank's previous expectations. ????We still expect new multi-touch, black-and-white devices to launch in Q3, but we are cutting our Q2 and 2012 unit sales forecasts to 1.2 million and 9.7 million, respectively, from 1.5 million and 12.3 million. ????But while Kindle sales may be falling, demand for the Kindle Fire is climbing, with requests for components up nearly 60%. Things are looking so good for Amazon's (AMZN) color tablet that analyst Chad Bartley says sales could reach 1.8 million units for the second quarter and 14.7 million units for the year, which would be at the higher end of his previous estimates. ????And while we can expect a new 7-inch Kindle Fire in the third quarter, we'll have to wait longer (think "infinite delay") for that long-rumored larger tablet. ????If demand for the Kindle Fire is really heating up, that's good news for Amazon, which reportedly lost money on each tablet sold during its first few months available. More tablets in more people's hands means increased sales of its various media, from books to video. Which the company's philosophy until now of sacrificing upfront profits for long-term gains, may be exactly what Jeff Bezos envisioned. |