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專(zhuān)欄 - 蘋(píng)果2_0

iPhone 5C首發(fā)當(dāng)晚不用搶

Philip Elmer-DeWitt 2013年09月17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。
上周五,,iPhone 5C首發(fā)當(dāng)晚并沒(méi)有重現(xiàn)去年iPhone5首發(fā)時(shí)出現(xiàn)過(guò)的斷貨盛況,。相反,各個(gè)顏色,、各個(gè)型號(hào)的庫(kù)存都相當(dāng)充足,。到底是因?yàn)槭袌?chǎng)需求不夠強(qiáng)勁,還是因?yàn)楣┴洺渥??答案只有蘋(píng)果自己清楚,。不過(guò),去年iPhone 5上市次日,,蘋(píng)果股票大漲,;今年iPhone 5c首發(fā)次日,蘋(píng)果股票卻迅速掉頭向下,。

????這是否意味著新款iPhone需求疲軟,?或者說(shuō)蘋(píng)果產(chǎn)能充裕?答案至關(guān)重要,,但這一切只有蘋(píng)果自己才清楚,。

????我們目前知道的是,用專(zhuān)業(yè)術(shù)語(yǔ)來(lái)講,,iPhone 5經(jīng)過(guò)全新的“外形設(shè)計(jì)”,,而據(jù)當(dāng)時(shí)富士康反應(yīng),其裝配流程非常復(fù)雜。

????由于iPhone 5C同iPhone 5的尺寸一樣,,而且許多內(nèi)部構(gòu)件也都相同,,應(yīng)該更容易大批量制造,以滿足消費(fèi)者需求,。此外,,早期采用者可能對(duì)一周后才面市的iPhone 5S更有興趣。

????面對(duì)這樣的情況,,華爾街的意見(jiàn)可能會(huì)出現(xiàn)分歧,。上周五剛一開(kāi)盤(pán),蘋(píng)果的股價(jià)就跌去了2.79美元(跌幅0.59%),,迅速掉頭下跌,。

????最新消息:美國(guó)東部時(shí)間上周五上午10點(diǎn)34分,9to5Mac的喬丹?卡恩在報(bào)道中稱,,黃色解鎖版16GB iPhone 5C率先售罄,,其它機(jī)型都還有貨。另外,,蘋(píng)果承諾的發(fā)貨時(shí)間也推遲到了9月25日,。(財(cái)富中文網(wǎng))

????譯者:項(xiàng)航

????

????Does that mean that demand was weak or that supplies were strong? It's a materially important question, and only Apple knows for sure.

????We do know, however, that the iPhone 5 was a new "form factor," in the jargon of the trade, and according to Foxconn was particularly hard to assemble.

????The iPhone 5C, because it's the same size as the iPhone 5 and shares many of the same internals, should be easier for Apple to manufacturer in quantities sufficient to meet demand. Besides, the early adopter types are more likely to spring for the iPhone 5S, which won't go on sale until next week.

????Wall Street could argue the situation round or flat. Apple shares opened Friday morning down $2.79 (0.59%) and quickly headed further south.

????UPDATE: 9to5Mac's Jordan Kahn reported at 10:34 a.m. Eastern that the unlocked version of the 16GB yellow iPhone 5C was the first to sell out. Deliveries now promised for 9/25. All other models were still in stock.

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