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專欄 - 蘋(píng)果2_0

尼爾森:Android對(duì)iOS的領(lǐng)先優(yōu)勢(shì)或已停滯

Philip Elmer-DeWitt 2011年06月01日

蘋(píng)果(Apple)公司內(nèi)部流傳著一個(gè)老笑話,,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實(shí)扭曲力場(chǎng)”:你離他太近的話,,就會(huì)相信他所說(shuō)的話,。蘋(píng)果的數(shù)百萬(wàn)用戶中已經(jīng)有不少成了該公司的“信徒”,而很多蘋(píng)果投資者也賺得盆滿缽滿,。不過(guò),,Elmer-DeWitt認(rèn)為,,在報(bào)道蘋(píng)果公司時(shí)有點(diǎn)懷疑精神不是壞事。聽(tīng)他的應(yīng)該沒(méi)錯(cuò),。要知道,,他自從1982年就開(kāi)始報(bào)道蘋(píng)果、觀察史蒂夫·喬布斯經(jīng)營(yíng)該公司,。
谷歌的操作系統(tǒng)仍比蘋(píng)果的更受歡迎,但到3月份之后這種勢(shì)頭就戛然而止了

上圖:2月到4月,。下圖:三月。點(diǎn)擊可放大,。來(lái)源:尼爾森

????據(jù)尼爾森公司(Nielsen)周一發(fā)布的調(diào)研結(jié)果看,在美國(guó)智能手機(jī)市場(chǎng)的統(tǒng)治權(quán)之爭(zhēng)中,,蘋(píng)果公司(Apple),、谷歌公司(Google)和RIM公司(Research in Motion)已陷入一場(chǎng)三雄爭(zhēng)霸式的僵持狀態(tài)。

????智能手機(jī)日益流行——在美國(guó)手機(jī)市場(chǎng)上的份額已達(dá)高37%——而搭載谷歌Android操作系統(tǒng)的智能手機(jī)又是其中最受追捧的,。但是,與尼爾森公司上次調(diào)研這一領(lǐng)域的情況相比,,四月份Android的市場(chǎng)份額并無(wú)增長(zhǎng),。

????在不到一年的時(shí)間里快速增長(zhǎng),奪得市場(chǎng)第一的寶座后——Android的市場(chǎng)份額從2010年6月的15%攀升至2011年3月的37%,,谷歌公司在2011年2月到4月這三個(gè)月中市場(chǎng)份額始終穩(wěn)踞36%,。

????蘋(píng)果公司的份額同樣穩(wěn)固。過(guò)去三個(gè)月中,,其市場(chǎng)份額穩(wěn)踞26%——相比其一年多來(lái)在尼爾森公司的調(diào)研中所占的份額,,僅略有下降。

????就算是RIM公司的黑莓,,或許也已開(kāi)始止住長(zhǎng)期以來(lái)的跌勢(shì),,市場(chǎng)份額停留在22%到23%之間。

????尼爾森針這份四月的報(bào)告中一大驚奇之處在于,,Android的用戶變得對(duì)數(shù)據(jù)是如此如饑似渴,。

????盡管與Android的擁躉相比,iPhone用戶更傾向于下載應(yīng)用程序、音樂(lè)或觀賞視頻,,但Android用戶在使用同類應(yīng)用時(shí),更傾向于大量獲取數(shù)據(jù),。尼爾森公司在分析了美國(guó)近65,000份手機(jī)賬單后發(fā)現(xiàn),,Android用戶平均每月消費(fèi)的數(shù)據(jù)量達(dá)到582MB,而iPhone的用戶這一數(shù)字是492MB,。請(qǐng)看下表所示:

????Apple (AAPL), Google (GOOG) and Research in Motion (RIMM) have reached something like a three-way stalemate in the battle for dominance of the U.S. smartphone market, according to survey results released Monday by Nielsen.

????Smartphones are increasingly popular -- they now represent 37% of all U.S. mobile phones -- and smartphones running Google's Android operating system are the most popular of all. But Android's slice of the pie was no bigger in April than the last time Nielsen surveyed the field.

????After having raced to the No. 1 spot in less than a year -- climbing from a 15% share in June 2010 to 37% in March 2011 -- Google held steady at 36% in the three month period from Feb. to April 2011.

????Apple also held steady. Its market share over the past three months weighed in at 26% -- within a few points of where it's been in Nielsen's surveys for more than a year.

????Even RIM's BlackBerry may have started to slow its long decine, settling in at 22% to 23%.

????The one surprise in Nielsen's report for April was how data-hungry Android users turn out to be.

????Although iPhone owners are more likely than Android aficionados to download apps, stream music or watch videos, individual Android users who do that kind of stuff tend to gobble up significantly more data. A Nielsen analysis of nearly 65,000 cellphone bills in the U.S. found Android owners consuming an average of 582 MB of data each month, compared with 492 MB for iPhone owners. See charts below:

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