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專(zhuān)欄 - 蘋(píng)果2_0

安卓旗手HTC風(fēng)光不再

Philip Elmer-DeWitt 2012年02月09日

蘋(píng)果(Apple)公司內(nèi)部流傳著一個(gè)老笑話(huà),,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(huà),就會(huì)相信他所說(shuō)的話(huà),。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(guān)察史蒂夫·喬布斯經(jīng)營(yíng)該公司,。
HTC受到蘋(píng)果與三星兩大競(jìng)爭(zhēng)對(duì)手的擠壓,,本季度業(yè)績(jī)表現(xiàn)糟糕,下一季度還有可能會(huì)繼續(xù)惡化,。

????HTC一度成為安卓產(chǎn)品的代名詞,。

????2008年,,這家臺(tái)灣手機(jī)制造商推出了首款上市銷(xiāo)售的安卓手機(jī)——HTC Dream手機(jī)。兩年后,,它又與谷歌合作推出了安卓旗艦產(chǎn)品Nexus One,。去年11月,HTC超過(guò)三星(Samsung),、蘋(píng)果(Apple)和黑莓手機(jī)生產(chǎn)商動(dòng)態(tài)研究公司(Research in Motion),,坐上美國(guó)市場(chǎng)智能手機(jī)的頭把交椅,。

????然而現(xiàn)在,HTC已風(fēng)光不再,。

????HTC于周一公布,,第四季度公司利潤(rùn)減少了26%,并發(fā)出警告,,稱(chēng)公司本季度的營(yíng)收可能減少36%,。雖然公司承諾將在巴塞羅那全球移動(dòng)大會(huì)(the Barcelona Mobile World Congress)上推出四款新型手機(jī),但公司股票在亞洲股市收盤(pán)時(shí)仍下跌了5%,。

????HTC首席財(cái)務(wù)官容覺(jué)生在該公司的一次電話(huà)會(huì)議上告訴分析人士:“公司第一季度業(yè)績(jī)指引走低主要是因?yàn)楣久媾RiPhone與三星手機(jī)在美國(guó)市場(chǎng)的競(jìng)爭(zhēng),。”但他拒絕提供單位產(chǎn)品的銷(xiāo)量數(shù)字,。

????據(jù)國(guó)際數(shù)據(jù)公司(IDC)披露,,目前在美國(guó)和全球市場(chǎng)智能手機(jī)出貨量中,三星排名首位(點(diǎn)擊查看),。但就利潤(rùn)而言,,蘋(píng)果公司獨(dú)占鰲頭。市場(chǎng)調(diào)查機(jī)構(gòu)Asymco的賀拉斯?德迪歐披露,,在去年第四季度,,雖然蘋(píng)果公司的市場(chǎng)份額僅有8.7%,但在全球(智能手機(jī)和非智能手機(jī))市場(chǎng)的利潤(rùn)中,,蘋(píng)果iPhone手機(jī)所占份額高達(dá)75%,,留給HTC等公司的只有少得可憐的一小部分。

????譯者:阿龍/汪皓

????There was a time when HTC and Android were practically synonymous.

????The Taiwanese manufacturer built the first commercially available Android phone -- the HTC Dream -- in 2008, and two years later collaborated with Google (GOOG) to build the Nexus One, the flagship of the Android line. Last November, it edged past Samsung, Apple (AAPL) and Research in Motion (RIMM) to take the lead in the U.S. market for smartphones.

????How the mighty have fallen.

????On Monday, HTC reported a 26% drop in fourth quarter profits and warned that revenues could drop 36% this quarter. Despite promises that the company would bounce back on the strength of four new models to be introduced at the Barcelona Mobile World Congress, the stock closed 5% lower in Asian trading.

????"Our weakness in first-quarter guidance ... comes from facing competition in the U.S. from iPhone and Samsung," CFO Winston Yung told analysts in a conference call. He declined to provide unit sales numbers.

????According to IDC, Samsung is now the No. 1 maker of smartphones in terms of shipments, both in the U.S. and worldwide (see here). But Apple is taking an ever larger share of the profits. In the December quarter, according to Asymco's Horace Dediu, Apple's iPhone captured 75% of worldwide profits in mobile phones -- smart or dumb -- with only an 8.7% market share, leaving precious little on the table for companies like HTC.

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