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專欄 - 蘋果2_0

中國人有多喜歡iPad,?

Philip Elmer-DeWitt 2011年12月26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,。
非常非常喜歡。雖然iPad在中國上市的時間較晚,,但中國消費者的iPad應(yīng)用程序下載量已經(jīng)與美國用戶旗鼓相當(dāng),。

美國和中國用戶的iPad應(yīng)用程序下載量對比,。數(shù)據(jù)來源:Distimo

????看一下這些數(shù)據(jù):

????? 第一代iPad直到2010年9月才開始在中國大陸銷售,比美國上市時間晚了5個月。

????? 第二代iPad于2011年5月登陸中國大陸,,比美國上市時間晚了2個月,,而且還只提供Wi-Fi版本。

????? 第二代iPad 3G版今年9月終于在中國上市,,比美國晚了6個月,。

????? 11月19日起蘋果(Apple)應(yīng)用軟件商店才開始接受人民幣付款,迄今還不到5個星期,。

????有鑒于此,,11月份中國大陸的iPad應(yīng)用程序下載量已經(jīng)達(dá)到了幾乎與美國相當(dāng)?shù)乃剑?zhǔn)確地說是44%: 56%,如上面用國旗色標(biāo)示的餅狀圖所示),,這不由令人刮目相看,。

????該餅狀圖數(shù)據(jù)來自上周四發(fā)布的Distimo報告。報告還指出:

????? 與美國相比,,中國的iPad,、iPhone應(yīng)用程序下載量占比從2011年1月份的18%增加到了11月份的30%。

????? 盡管競爭對手的應(yīng)用軟件商店呈幾何級數(shù)增長——舉例來說,,微軟(Microsoft)的Windows Phone 7今年猛增了400%——但蘋果仍然牢牢地占據(jù)著統(tǒng)治地位,。蘋果iPhone應(yīng)用軟件商店排名第一,iPad應(yīng)用軟件商店排名第三,。排名第二的是谷歌(Google)的Android Market,。

????? 雖然谷歌的操作系統(tǒng)占據(jù)了智能手機市場的最大份額,但安卓(Android)應(yīng)用軟件帶來的收入遠(yuǎn)低于蘋果,。正如下圖所示,,iPad和iPhone應(yīng)用軟件產(chǎn)生的收入分別是谷歌Android Market的兩倍以上和近四倍。

????Consider this:

????? The original iPad didn't go on sale on mainland China until September 2010, five months after its U.S. launch.

????? The iPad 2 arrived in May 2011, two months after its U.S. launch, and even then just in Wi-Fi-only versions.

????? The 3G iPad 2 finally launched in China in September, six months after it was available in the U.S.

????? Apple's (AAPL) App Store began accepting payments in Chinese Yuan on Nov. 19, less than five weeks ago.

????Given all that, it's quite remarkable that in November, nearly as many iPad apps (44% to be precise) were downloaded in China as in the U.S., as shown in the flag-colored pie chart at right.

????The chart was taken from a Distimo report issued Thursday. Among its other findings:

????? Chinese downloads of iPad and iPhone apps, relative to the U.S., grew from 18% in January 2011 to 30% in November.

????? Despite the geometric growth of its competitors' app stores -- apps for Microsoft's (MSFT) Windows Phone 7, for example, grew 400% this year -- Apple still still dominates. It's iPhone app store is No. 1 and its iPad app store No. 3 after Google's (GOOG) Android Market.

????? Although Google's OS has the lion's share of the smartphone market, revenues generated by Android apps lag far behind Apple's. As the chart below shows, the iPad generates more than double and the iPhone nearly four times the revenue of Google's Android Market.

數(shù)據(jù)來源:Distimo

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