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專欄 - 蘋果2_0

平板電腦市場(chǎng)iPad統(tǒng)治地位牢不可破

Philip Elmer-DeWitt 2012年06月07日

蘋果(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(bào)道蘋果公司時(shí)有點(diǎn)懷疑精神不是壞事。聽他的應(yīng)該沒錯(cuò),。要知道,,他自從1982年就開始報(bào)道蘋果、觀察史蒂夫·喬布斯經(jīng)營(yíng)該公司,。
調(diào)研公司ChangeWave的最新調(diào)查發(fā)現(xiàn),,蘋果iPad的市場(chǎng)統(tǒng)治地位仍然牢不可破,而三星和亞馬遜則仍然在不到10%的市場(chǎng)占有率水平以下苦苦掙扎,。

????ChangeWave在三月份調(diào)查1,400名新潮電子產(chǎn)品愛好者時(shí),計(jì)劃購買平板電腦的受訪者中有86%青睞蘋果(AAPL)的iPad,。

????這一比例在星期二發(fā)布的后續(xù)調(diào)查中有所下降,,而報(bào)告的題目就是誰對(duì)Ipad構(gòu)成最大的威脅?

????然而答案是沒得選擇,。在5月份結(jié)束調(diào)查的2,893名消費(fèi)者中,,7%計(jì)劃在未來90天內(nèi)購買平板電腦,,而其中的73%計(jì)劃購買iPad。

????iPad的競(jìng)爭(zhēng)對(duì)手無一得到10%以上的支持,。

????至少,三星(Samsung)Galaxy平板的支持率從3月份的3%上升至6%,。下圖顯示,亞馬遜(Amazon)Kindle的份額仍然沒有從圣誕節(jié)后的暴跌中恢復(fù)過來,。

????When ChangeWave polled 1,400 early adopter types in March, 86% of those planning to buy a tablet had their eye on Apple's (AAPL) iPad.

????The numbers are somewhat lower in a follow-up survey posted Tuesday under the headline Who Poses the Biggest Threat to Apple's iPad?

????Still, the answer seems to be none of the above. In a poll of 2,893 consumers conducted in May, 7% planned to buy a tablet within the next 90 days, and 73% of those planned to buy an iPad.

????None of the iPad's competitors rose above single digits.

????At least the Samsung Galaxy Tab's ChangeWave share, at 6%, was growing -- up from 3% in March. The Amazon (AMZN) Kindle's share still hasn't recovered from its post-Christmas collapse, as the chart below indicates.

????根據(jù)ChangeWave的研究,,亞馬遜的問題在于對(duì)Kindle滿意度出現(xiàn)了15%的大跌,從2月份56%的“非常滿意”到5月份41%的比例,。而iPad的評(píng)分仍然處在讓人羨慕不已的高位,。參見下圖。

????A clue to Amazon's problem, according to ChangeWave, is a 15-point decline in Kindle satisfaction ratings, from 56% "very satisfied" in February to 41% in May. The iPad's ratings, meanwhile, remain in nosebleed territory. See below.

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