Piper Jaffray: iPad 2全部售空,,70%賣(mài)給了新買(mǎi)家
????在紐約市和明尼阿波利斯,,吉恩?曼斯特的團(tuán)隊(duì)走訪了等著購(gòu)買(mǎi)iPad 2的長(zhǎng)長(zhǎng)的隊(duì)伍,采訪了236位熱切的買(mǎi)家,。此外,,他們還打電話給各類零售商(蘋(píng)果商店、塔吉特,、百思買(mǎi),,等等),詢問(wèn)產(chǎn)品的情況,。其調(diào)研結(jié)果于上周日晚公布,,如下: ?????曼斯特堅(jiān)持他的預(yù)測(cè),即iPad2將賣(mài)出40萬(wàn)~50萬(wàn)臺(tái),。相較之下,,去年iPad 1首發(fā)那個(gè)周末,賣(mài)出了30萬(wàn)臺(tái),。 ????區(qū)別在于,,幾乎所有的iPad 2都于一天之內(nèi)售空;到周六,,商店的庫(kù)房?jī)?nèi),,iPad 2已經(jīng)彈盡糧絕,而且未有新貨補(bǔ)充,。周末,,曼斯特團(tuán)隊(duì)在打電話給零售商時(shí)發(fā)現(xiàn),他們根本無(wú)法找到一臺(tái)iPad 2,。 ????購(gòu)買(mǎi)iPad 2的人中,,有70%是首次購(gòu)買(mǎi)iPad;相較之下,,iPhone 4發(fā)布時(shí),,只有23%的買(mǎi)家屬于新顧客,。 ?????購(gòu)買(mǎi)者中,Mac系統(tǒng)用戶和PC用戶幾乎各占半壁江山(51%/49%),。相較之下,,iPad 1發(fā)布時(shí),購(gòu)買(mǎi)者中Mac系統(tǒng)用戶和PC用戶的比例為74%/26%,。 ????? 有47%的購(gòu)買(mǎi)者買(mǎi)的是3G機(jī)型,。該款機(jī)型需要額外付費(fèi)130美元。 ?????有41%的人買(mǎi)的是32GB iPad 2,,而當(dāng)時(shí)購(gòu)買(mǎi)32GB iPad 1的人比例為32%,。還有少數(shù)人買(mǎi)了64GB機(jī)型。這意味著,,iPad 2首發(fā)時(shí)的平均售價(jià)(ASP)要遠(yuǎn)遠(yuǎn)高于iPad 1,。(曼斯特并未提及,在許多專賣(mài)店,,最先售空的是16GB的iPad,,接下來(lái)是32GB機(jī)型。這可能是推高iPad 2首發(fā)日平均售價(jià)的一個(gè)原因,。) ?????65%的購(gòu)買(mǎi)者已經(jīng)擁有一部iPhone,,24%的人手中已有一部Kindle(在iPad 1的購(gòu)買(mǎi)者中,此比例為13%),,但是,,僅有6%的人計(jì)劃用iPad閱讀(iPad 1發(fā)布時(shí),,Piper Jaffray亦進(jìn)行了類似的調(diào)研,,彼時(shí)這一比例是19%)。 ?????有17%的人希望用iPad 2使用應(yīng)用程序或者玩游戲,;iPad 1發(fā)布時(shí),,這一比例只有9%。這說(shuō)明,,蘋(píng)果應(yīng)用商店(App Store)生態(tài)系統(tǒng)在迅速成長(zhǎng)壯大,。 ????曼斯特表示,新購(gòu)買(mǎi)者的數(shù)量尤其重要: ????“我們認(rèn)為,,這一現(xiàn)象表明,,蘋(píng)果iPad 用戶群在不斷擴(kuò)大。這對(duì)于蘋(píng)果保持其在迅速成長(zhǎng)的平板電腦市場(chǎng)的領(lǐng)先地位至關(guān)重要,。隨著用戶群的擴(kuò)大,,蘋(píng)果的領(lǐng)先優(yōu)勢(shì)也隨之?dāng)U大,而建立無(wú)與倫比的品牌忠誠(chéng)度,,正是蘋(píng)果一直以來(lái)所擅長(zhǎng)的,。我們認(rèn)為,隨著平板電腦市場(chǎng)進(jìn)一步發(fā)展壯大,這些將成為蘋(píng)果強(qiáng)有力的優(yōu)勢(shì),?!?/p> ????以下是Piper Jaffray調(diào)研的細(xì)節(jié): |
????Gene Munster's team at Piper Jaffray walked the iPad 2 lines in New York City and Minneapolis and interviewed 236 would-be buyers. They also called various retailers (Apple stores, Target, Best Buy, etc.) looking for product. The results of their survey were released Sunday night. Their findings: ????? Munster is sticking with his estimate of 400,000 to 500,000 iPad 2s sold, compared with 300,000 iPad 1s in its first weekend last year. ????? The difference is that nearly all those iPad 2s were sold in one day; stocks were essentially depleted by Saturday and not replenished. In its calls to retailers over the weekend, his team was unable to find a single iPad 2. ????? 70% of iPad 2 buyers were new to the iPad, compared with 23% of iPhone 4 buyers who were new to the iPhone at launch. ????? Buyers were split almost evenly between Mac and PC users (51%/49%). By contrast, the split for the original iPad was 74%/26%. ????? 47% of buyers were purchasing a 3G model, which carries a $130 premium. ????? 41% purchased the 32GB iPad 2, up from 32% who bought the 32GB version of the original iPad. The 64GB models also gained a slight share. This means that the iPad 2's average selling price (ASP) at launch was considerably higher than original iPad's. (Munster doesn't mention that at many outlets, Apple (AAPL) ran out of 16GB iPads first, then 32BG models, which may have been a factor pushing up the launch-day ASP.) ????? 65% of buyers owned an iPhone, 24% owned a Kindle (up from 13% of original iPad buyers), but only 6% plan to read with their iPad (down from 19% in Piper Jaffray's first iPad survey). ????? 17% expect to use apps and play games, up from 9%, which suggests that the App Store ecosystem is growing. ????The number new buyers was particularly significant, says Munster: ????"We believe this shows Apple is expanding its base of iPad users, which is critical to maintaining its early lead in the growing tablet market. As the user base grows Apple's lead widens, and the company has a proven track record of building unmatched brand loyalty, which we believe will be a potent combination as the tablet market evolves." ????Below: The details of the Piper Jaffray survey: |
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