三星取代苹果成为世界最大智能手机销售商编辑本段回目录
位于英国米尔顿.凯恩斯的市场研究公司Strategy Analytics在今天的电邮报告中称,三星在上季度售出2380万部智能手机,市场占有率达到23.8%。总部位于加州库比蒂诺的苹果公司则售出1710万部,占到市场的14.6%,屈居第二。诺基亚(NOK1V) 则保持在第三位。
“三星的产品覆盖各种型号和规格。”IDC北京的分析员T.Z. Wong说,“这个策略他们执行得非常好。”苹果的发言人Natalie Kerris因为在非工作时间并没有马上对此消息做出评论。三星在首尔的发言人Nam Ki Yung则拒绝对研究公司的估计发表评论。本月刚发布了iPhone 4S的苹果公司在今年早些时候把诺基亚挤下冠军宝座后在这个位置仅呆了一个季度。三星在使用了Google的安卓操作系统之后,Galaxy系列智能手机和平板电脑的销量得到了很大的增长。
智能手机销售
“三星的销售增长融合了多种因素,包括优雅的硬件设计、广受欢迎的安卓系统、令人难忘的子品牌和大规模的全球销售。”Strategy Analytics在声明中写道,“三星证明了使用安卓系统是有可能异军突起的,至少在短期内。”
全球智能手机市场比一年前扩大了44%,达到了1.17亿部,Strategy Analytics表示。诺基亚的份额从去年的32.7%下跌到了14.4%。
该公司在另一份独立的声明中指出,在包括低价手机的更广大手机市场上,诺基亚在下跌了5%的份额后仍然保有第一的位置。它的市场占有率是27.3%,领先于22.6%的三星,LG电子则屈居第三。
中国手机制造商中兴公司的低价手机使其占有4.7%的市场份额,超越苹果成为第四。根据该公司的数据,全球市场的销售数字上升了14%达到了3.9亿部。
作为当今世界最大电视制造商的三星在今日报告中指出,手机部门的创纪录收益帮助其弥补了在电脑内存芯片和面板上销售利润的衰退。
法律之争
三星在首尔本交易日结束时上升了2.3%达到了94.5万韩元。它的股价今年下跌了0.4%,而苹果则上升了25%之多。苹果和三星互相控告对方侵犯了彼此在手机和平板电脑上的技术专利,他们在米兰和悉尼的诉讼还没有最终判决。在4月份在美国的起诉中,苹果称三星Galaxy系列“没有原创性”地抄袭了iPhone和iPad,使得两家公司间的法律之争加剧。
针对消费者更多使用手机来上网、看视频、上社交网站的习惯,三星和诺基亚也在本月推出了新款手机。
由于消费者等待新款iPhone的发布而推迟了手机购买,新苹果上季度盈利并未达到分析师的预期,这也是过去六年来首次出现这样的情况。新版iPhone 4S的销售在10月14日开始后,第一周就超过了400万,刷新了苹果手机的销售记录。
三星和Google使用安卓的Ice Cream Sandwich的对话科技来和苹果的Siri语音助手相抗衡。而和微软结成联盟的诺基亚则在本周发布了使用Windows系统的手机Lumia 800。
三星超越苹果,成为最大智能手机供应商编辑本段回目录
在过去几年,面对安卓系统的威胁,苹果迷们总用种种辩词来证明安卓系统对苹果根本构不成威胁。
Initially, the argument was that Android phones sucked compared to the iPhone, which was at least a year or more ahead
最开始,也就是在至少一年以前,苹果迷们宣称安卓手机与苹果相比是很烂的。
Then, when Android phones improved and the gap closed, Apple fans pointed out that that the iOS platform was was still much bigger than Android and therefore much better for developers
之后,安卓系统手机功能改进,与苹果差距缩小了。苹果迷们又指出iOS系统平台要比安卓系统大得多,所以更有利于开发商。
Then, when Android became the smartphone market-share leader, Apple fans pointed out that Android phones were made by several different manufacturers and that Apple was still the biggest smartphone maker and that the App Store was still the best platform for developers
之后,安卓领军智能手机市场份额,苹果迷们指出安卓手机是不同的制造商生产的,而苹果公司仍然是最大的智能手机制造商,苹果程序店仍是开发商的最优平台。
And so on...
不一而足。
(全球智能手机供应商运输量:三星,苹果,诺基亚)
But now Android isn't just the operating system market share leader. Now, a single Android manufacturer, Samsung, has blown past Apple in global handset sales, shipping a 28 million units in Q3 while Apple only sold 17 million iPhones.
现如今,安卓已不仅仅领军操作系统市场份额。现在,单独一个的安卓系统手机制造商,三星手机的销量,就已强势超过苹果手机。在第三季度,三星手机运输量为2800万台,而苹果仅仅售出了1700万台iPhone。
Yes, there were some mitigating factors. Q3 was a disappointing quarter for Apple iPhone sales, because consumers were waiting for the iPhone 5. Samsung's shipments were sales into the channel, not end-user sales. Samsung's smartphone sales include some Windows phones. And, yes, Apple will likely have a monster Q4 on the back of the iPhone 4S.
的确,苹果销量的下降是有一些原因的。i Phone第三季度销量着实很令人失望,因为消费者都在期待iPhone5的上市。三星的手机销售是通过销售渠道商,而非终端消费者。三星智能手机销量中还包括一些Windows手机。当然,随着iPhones 4s的上市,苹果在第四季度很有可能创造惊人销量。
Android has now blasted past iOS in the smartphone platform market. Samsung has now blasted past Apple in the global handset market. Samsung and Motorola phones have now come very close to the iPhone in terms of design and performance, so much so that even some former Apple fanatics are defecting to Android. And Android has become an increasingly viable and important platform for developers安卓在智能手机平台市场已经超越了iOS系统。三星已经超过苹果成为全球最大的手机市场。三星和摩托罗拉手机在设计和性能方面已与苹果十分接近,以至于一些狂热的果粉最终叛离倒向了安卓。安卓平台已经逐渐成为更加适用于开发商的重要平台。
No matter how you look at it, in a race for global smartphone platform domination, this is a worrisome trend for Apple.
无论你如何看待全球智能手机平台主导力量的争夺,对于苹果来说,前景着实令人担忧。
As the history of the tech industry has demonstrated again and again, technology platform markets tend to standardize around a single dominant platform. Although several different platforms can co-exist while a market is developing, eventually a clear leader emerges. And as it does, the leader's power and "network effects" grow, while the leverage of the smaller platforms diminishes.
科技的发展史一次次为我们证实,科技平台市场倾向于围绕单一主导平台进行标准化。尽管随着市场的发展,不同的平台可以共存,但是最终主导力量总会脱颖而出。随着主导力量和“网络效应”的增长,较小平台的优势就渐渐丧失了。
In the case of Android, this growing power will not lead to enormous profits for Google, because, right now anyway, Google is not selling Android. (Instead, Google is building a "moat" around its wildly profitable search business and making it easier for people to use Google search from their phones. This may change when Google acquires Motorola and starts selling integrated handsets itself.)
从安卓来看,这种增长的力量并不会为谷歌带来大量的利润,因为目前谷歌还没有销售安卓手机。(谷歌目前的重点是为利润高昂的搜索业务建立“防护屏”,以便让人们能在手机上更便捷地使用谷歌搜索功能。当谷歌收购摩托罗拉并且开始销售一体化手机之后,这一切可能会有所改观。)
But the better Android phones get, and the more market share Android gains, the more Android's network effects will increase, and the more Apple's leverage over the iPhone ecosystem will diminish. And that can only be bad news for Apple's ability to continue to command exploding profits from iPhones, app developers, musicians, media companies, and others who now must pay it big distribution fees because they have no other choice.
但是安卓手机做得越好,占有的市场份额越大,网络的效应越强,苹果iPhone生态系统的优势就会逐渐减弱。 对于苹果来说,这实为不妙,因为它将没有能力继续从iPhone手机程序开发商,音乐家,媒体公司赚取费用,这些公司都是因为别无选择,而必须支付苹果大量的营销费。
Similarly, the bigger other global handset manufacturers get relative to Apple, the less (relative) leverage Apple will have over partners in the global parts-and-manufacturing supply chains.类似的,对于苹果来说,其它手机制造商发展得越大,苹果相对于全球的部件和制造供应链当中其它伙伴所拥有的优势就越小。
As we've noted frequently, Apple learned some key lessons after getting clobbered in the PC platform market in the 1990s. And it has three key advantages that it didn't have then:
我们已经注意到,苹果在遭遇了20世纪90年代个人电脑平台市场重创之后吸取了关键教训。苹果现在拥有三个关键性优势:
Its products are priced the same as, or below, the competition (In the 1980s and 1990s, Apple's Macs were always "premium" priced)
苹果产品的标价在竞争中处于相等或者偏低的水平(在20世纪80年代和90年代,苹果的Mac标价一直是处于“高位”)
The "platform" aspect of smartphones is not as all-powerful as the platform aspect of PCs, because so many apps are built into all phones and/or are cloud-based or otherwise platform agnostic, and智能手机的“平台”与个人电脑的平台相比还没有那么强大,因为很多程序都是内置于所有手机当中,并且都有云计算支持或有其它不可知的平台。
Android is still a fragmented platform, with several different versions that aren't cross-compatible, reducing the advantages of a common platform
安卓仍然是一个碎片式的平台,不同的版本无法互相兼容,这削弱了一个普通平台所具有的优势。
All these advantages have helped Apple continue to thrive over the past couple of years. But Apple's decision to move the launch of the latest iPhone back three months, as well as its decision not release a revolutionary new phone until next year, have helped Android close the gap. And the ongoing Android share gains, as well as Samsung's blowout quarter and the disappointing Q3 iPhone sales, should be wake-up calls.
这些优势助力苹果在过去的几年里迅速地发展起来。但是苹果决定将最新手机发布时间延后三个月,而且直到明年都不会再发布革命性的新手机,这一切使得安卓逐渐缩小了与苹果的差距。安卓市场份额的持续增加,三星手机可喜的季度销量,以及苹果第三季度并不乐观的iPhone销量,将为苹果敲响警钟。
(前11个季度累计全球Android与i Phone手机运输量)