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專(zhuān)欄 - 蘋(píng)果2_0

蘋(píng)果Mac電腦銷(xiāo)量為何一落千丈

Philip Elmer-DeWitt 2013年11月21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,、觀察史蒂夫·喬布斯經(jīng)營(yíng)該公司,。
蘋(píng)果Mac電腦的市場(chǎng)份額在30個(gè)季度里增長(zhǎng)了150%,其利潤(rùn)占比更是飆升了270%,。如今好景不再了,。從今年1月開(kāi)始,這種美妙的增長(zhǎng)戛然而止,。到底發(fā)生了什么,?

????? 價(jià)差擴(kuò)大,。伍爾夫?qū)懙溃骸斑^(guò)去11年,Mac電腦的均價(jià)每年大約下降了0.7%,。這種變化體現(xiàn)了蘋(píng)果公司的戰(zhàn)略,,即通過(guò)升級(jí)提升Mac電腦系列產(chǎn)品的性能,比如采用更高速的處理器,、更優(yōu)質(zhì)的屏幕等,同時(shí)使定價(jià)保持不變……與此同時(shí),,個(gè)人電腦的均價(jià)每年下跌了4.9%,。11年來(lái),Mac電腦均價(jià)與個(gè)人電腦均價(jià)的比值從1.42上升到了2.12……而隨著某種產(chǎn)品的價(jià)格上漲,,它的銷(xiāo)量就會(huì)下降,,這種變化合情合理

????? Growing price differential. "Over the past 11 years," Wolf writes, "the average price of a Mac has fallen at an 0.7% annual rate, reflecting Apple's strategy of enhancing its Macintosh family with upgrades, such as faster processors and superior screens, while maintaining the same price points... In comparison, the average price of a PC has fallen at a 4.9% annual rate. Over the 11-year period, then, the ratio of the average price of a Mac to the price of a PC has increased from 1.42 to 2.12... It stands to reason that as the price of an item increases, consumers will buy less of it."???????

????圖為2012年第四季度蘋(píng)果Mac和戴爾,、聯(lián)想等等其他品牌個(gè)人電腦的利潤(rùn)占比情況,。來(lái)源:Asymco

????*需要說(shuō)明的是,Mac電腦在2013財(cái)年給蘋(píng)果帶來(lái)了215億美元的收入,,占該公司銷(xiāo)售總額的13%,,超過(guò)了《財(cái)富》美國(guó)500強(qiáng)榜單上排名第368位的公司的總收入。

????伍爾夫援引Asymco公司分析師賀拉斯?德迪歐的數(shù)字稱(chēng),,今年3月,,Mac的利潤(rùn)占個(gè)人電腦利潤(rùn)總額的45%,與所有Windows個(gè)人電腦廠商的利潤(rùn)總和在全球個(gè)人電腦利潤(rùn)總額中所占的比例基本相當(dāng),。(財(cái)富中文網(wǎng))

????譯者:項(xiàng)航?????????

????*For the record, the Mac generated $21.5 billion in revenue for Apple in fiscal 2013, 13% of the company's total sales and more than the total revenue of 368 of the companies in the Fortune 500.

????According to Asymco's Horace Dediu, whom Wolf quotes, the Mac's share of PC profits was 45% in March, almost equal to the profit share of all Windows PC companies combined.

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