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專欄 - 蘋果2_0

高德納:iPad正嚴(yán)重影響主流移動PC的銷量

Philip Elmer-DeWitt 2011年03月11日

蘋果(Apple)公司內(nèi)部流傳著一個老笑話,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實扭曲力場”:你離他太近的話,,就會相信他所說的話,。蘋果的數(shù)百萬用戶中已經(jīng)有不少成了該公司的“信徒”,而很多蘋果投資者也賺得盆滿缽滿,。不過,,Elmer-DeWitt認(rèn)為,在報道蘋果公司時有點懷疑精神不是壞事,。聽他的應(yīng)該沒錯,。要知道,他自從1982年就開始報道蘋果,、觀察史蒂夫·喬布斯經(jīng)營該公司,。
市場調(diào)研機構(gòu)高德納稱,蘋果iPad及其它類似設(shè)備,,導(dǎo)致其對移動PC市場的2011年增長預(yù)期下滑34%,。

圖片來源:蘋果

????“我們認(rèn)為消費者對iPad及其它平板媒體等移動PC替代品的熱情正在增長,。而這將顯著拉低家庭移動個人電腦的銷量,特別是在成熟市場上,?!?/p>

????市場調(diào)研機構(gòu)高德納(Gartner)公司的研究總監(jiān)喬治?斯福勒發(fā)表了上述言論。他同時向客戶報告了一個壞消息:高德納此前曾預(yù)計2011年筆記本電腦的銷量增幅為15.9%,,現(xiàn)在看來,,其增幅可能是10.5%,。

????可能除了蘋果(Apple)之外,對于各大PC制造商而言,,這都將是一個重大挫折,。

????斯福勒表示:“我們一度認(rèn)為,消費者會購買第二臺,、第三臺移動PC作為個人設(shè)備,,從而推動移動PC銷量持續(xù)增長。不過,,由于消費者現(xiàn)在會選擇多媒體平板電腦,,或是其它移動PC替代品作為其主要移動設(shè)備,我們認(rèn)為消費者不但會放棄添置移動PC,,還有可能會延長它們的使用壽命,。”

????高德納表示,,主流移動PC——即運行微軟(Microsoft)Windows系統(tǒng)的筆記本電腦,,不再是“酷”的代名詞了。它們的重量不夠輕,,而且也沒有全天續(xù)航的能力,。

????斯福勒的報告總結(jié)道,“隨著社交網(wǎng)絡(luò)的高速發(fā)展,,以上不足變得越來越明顯,,因為社交網(wǎng)絡(luò)依靠的正是持久而迅速的網(wǎng)絡(luò)連接。簡而言之,,支持全天續(xù)航的筆記本還未出現(xiàn),,也就是說‘移動’PC最多不過是‘可以移動的’PC?!?/p>

????完整的新聞稿可見高德納的官方網(wǎng)站,。

????譯者:項航

????"We expect growing consumer enthusiasm for mobile PC alternatives, such as the iPad and other media tablets, to dramatically slow home mobile PC sales, especially in mature markets."

????That's George Shiffler, research director at Gartner, Inc., giving his clients the bad news that the 15.9% growth his company had projected for notebook computer sales in 2011 is looking more like 10.5%.

????That's a real setback for all the major PC manufacturers. Except, perhaps, Apple (AAPL).

????"We once thought," Shiffler continues, "that mobile PC growth would continue to be sustained by consumers buying second and third mobile PCs as personal devices. However, we now believe that consumers are not only likely to forgo additional mobile PC buys but are also likely to extend the lifetimes of the mobile PCs they retain as they adopt media tablets and other mobile PC alternatives as their primary mobile device."

????Mainstream mobile PCs -- read: Microsoft (MSFT) Windows laptops -- are no longer the "cool" accessory, according to Gartner. They have not shed sufficient weight and they haven't achieved all-day battery life.

????"These limitations," the report concludes, "have become all the more apparent with the rapid spread of social networking, which thrives on constant and immediate connections. In short, all-day untethered computing has yet to materialize, and that has exposed the 'mobile' PC as merely a transportable PC at best."

????You can read the full Gartner press releasehere.

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