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專(zhuān)欄 - 蘋(píng)果2_0

蘋(píng)果跌出中國(guó)智能手機(jī)市場(chǎng)三甲

Philip Elmer-DeWitt 2011年12月20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?chē)且黄艾F(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(hù)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(mǎn)缽滿(mǎn),。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,。
蘋(píng)果CEO蒂姆?庫(kù)克一度認(rèn)為中國(guó)“具有無(wú)限機(jī)遇”,然而iPhone在中國(guó)市場(chǎng)中地位卻出現(xiàn)了下滑,。

????蘋(píng)果CEO蒂姆?庫(kù)克一度認(rèn)為中國(guó)“具有無(wú)限機(jī)遇”,,然而iPhone在中國(guó)市場(chǎng)中地位卻出現(xiàn)了下滑,。

????路透社(Reuters)于上周五發(fā)布的一篇報(bào)告中,有一個(gè)極具價(jià)值的消息,。

????李建業(yè)(音譯)寫(xiě)道:“第三季度,,華為(Huawei)超越蘋(píng)果(Apple),成為中國(guó)市場(chǎng)排名第三的智能手機(jī)廠商,?!?/p>

????路透社報(bào)道稱(chēng),,蘋(píng)果現(xiàn)在落后于諾基亞(Nokia)、三星(Samsung)以及華為這三家更“靈活”,、更“善于變通”的公司,,但該報(bào)道未透露其消息來(lái)源,也沒(méi)有說(shuō)明各公司具體的市場(chǎng)份額,。

????我不認(rèn)為諾基亞“靈活”,,但未能與全球最大的移動(dòng)運(yùn)營(yíng)商——中國(guó)移動(dòng)(China Mobile,擁有6億用戶(hù))達(dá)成交易確實(shí)令蘋(píng)果受挫,。

????公司首席執(zhí)行官蒂姆?庫(kù)克在蘋(píng)果最近一次收益電話會(huì)議中曾經(jīng)被問(wèn)及中國(guó)市場(chǎng),當(dāng)時(shí)他驚嘆蘋(píng)果在中國(guó)市場(chǎng)具有無(wú)限機(jī)遇:

????庫(kù)克說(shuō):“在我一生中,,還從沒(méi)見(jiàn)過(guò)哪個(gè)國(guó)家有那么多步入中產(chǎn)階層的人士渴望購(gòu)買(mǎi)蘋(píng)果制造的產(chǎn)品……在這里前途無(wú)量,。”

????庫(kù)克談到中國(guó)迅速成為蘋(píng)果第二大收入來(lái)源國(guó),。他還談到了該公司已在中國(guó)進(jìn)行的投資。談到蘋(píng)果去年推出的中文在線商店,。談到已在大中華區(qū)開(kāi)設(shè)6家門(mén)店,,并計(jì)劃再開(kāi)設(shè)幾十家。他還談到蘋(píng)果的200家單品牌專(zhuān)賣(mài)店以及7,000個(gè)銷(xiāo)售點(diǎn),。

????但是,,庫(kù)克只字未提蘋(píng)果為何遲遲沒(méi)有動(dòng)手生產(chǎn)能在中國(guó)移動(dòng)專(zhuān)有的TD-SCDMA網(wǎng)絡(luò)運(yùn)行的iPhone,從而打開(kāi)一個(gè)規(guī)模將近威瑞森(Verizon)加美國(guó)電話電報(bào)公司(AT&T)三倍大小的市場(chǎng),。

????譯者:項(xiàng)航

??? There's a nugget of unanchored news in a report Reuters filed Friday.

????"In the third quarter," wrote Lee Chyen Yee, "Huawei overtook Apple as the No.3 smartphone vendor in China."

????Without identifying its source or specifying market shares, Reuters reported that Apple (AAPL) now trails Nokia (NOK), Samsung and Huawei, companies it characterized as more "nimble" and "flexible" than Apple.

????"Nimble" is not what I would call Nokia, but it's true that Apple's failure to strike a deal with China Mobile (CHL), the world's largest mobile carrier (600 million subscribers), has hurt it.

????When asked about China during Apple's most recent earnings call, CEO Tim Cook marveled at the scope of Apple's opportunity:

????"In my lifetime," he said, "I've never seen a country with as many people rising into the middle class that aspire to buy products that Apple makes... The sky is the limit there."

????He talked about how quickly China has risen to No.2 in Apple's list of top revenue-producing countries. He talked about the investments the company has made in China. About the Chinese language online store it launched last year. About the six stores it opened in Greater China and the dozens more it wants to build. About its 200 mono-branded stores and its 7,000 points of sales.

????But not one word about why Apple decided not to build an iPhone that could run on China Mobile's proprietary TD-SCDMA network -- and by so doing crack open an addressable market nearly three times the size of Verizon (VZ) and AT&T (T) combined.

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