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專欄 - 蘋果2_0

10分鐘!香港iPhone 4S售罄

Philip Elmer-DeWitt 2011年11月08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(shuō)的話。蘋果的數(shù)百萬(wàn)用戶中已經(jīng)有不少成了該公司的“信徒”,,而很多蘋果投資者也賺得盆滿缽滿,。不過(guò),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(tīng)他的應(yīng)該沒(méi)錯(cuò),。要知道,他自從1982年就開(kāi)始報(bào)道蘋果,、觀察史蒂夫·喬布斯經(jīng)營(yíng)該公司,。
iPhone 4S在15個(gè)國(guó)家的銷售前景看好,預(yù)計(jì)將在12月份投放中國(guó)大陸市場(chǎng),。

蘋果零售店香港新店,。圖片來(lái)源:蘋果公司

????羅加證券公司(Ticonderoga)的布萊恩?懷特與其他西方分析師一樣,一直密切關(guān)注蘋果公司(Apple)在中國(guó)的發(fā)展前景,。他周一發(fā)布報(bào)告稱,,iPhone 4S上周五開(kāi)始在中國(guó)地區(qū)接受預(yù)定,但預(yù)定幾乎剛剛開(kāi)始就宣告結(jié)束,。

????他說(shuō),,蘋果公司開(kāi)始在香港接受預(yù)定10分鐘后,iPhone 4S的預(yù)訂單便被搶購(gòu)一空,。周五,,iPhone 4S登陸中國(guó)香港和其他14個(gè)國(guó)家和地區(qū)。此外,,懷特預(yù)計(jì)iPhone 4S將在12月份進(jìn)入中國(guó)大陸市場(chǎng),。

????懷特認(rèn)為,盡管蘋果手機(jī)的標(biāo)志性功能語(yǔ)音助手Siri目前并不支持普通話或粵語(yǔ),,但他預(yù)計(jì)中國(guó)消費(fèi)者依然會(huì)排起長(zhǎng)龍搶購(gòu)iPhone 4S,,并且會(huì)出現(xiàn)供不應(yīng)求的局面。

????懷特一直認(rèn)為,,大中華區(qū)(按蘋果公司的說(shuō)法是指中國(guó)香港,、中國(guó)大陸和臺(tái)灣地區(qū))蘊(yùn)含著最大的增長(zhǎng)機(jī)遇。他說(shuō),,上季度大中華區(qū)為蘋果公司創(chuàng)造了45億美元收益(同比增長(zhǎng)270%),,占公司總銷售額的16%(2009財(cái)年僅為2%)。

????今年9月,,蘋果香港零售店開(kāi)業(yè),,并且在上海開(kāi)設(shè)了第三家零售店。目前公司在大中華區(qū)共開(kāi)設(shè)了六家零售店,。此外,,公司計(jì)劃在2012財(cái)年斥資9億美元新建40家零售店,其中四分之三的新店將設(shè)在美國(guó)以外的國(guó)家和地區(qū),。

????同時(shí),,據(jù)《韓國(guó)日?qǐng)?bào)》(Korean Daily News)報(bào)道,周五午夜,,韓國(guó)最大的兩家電信服務(wù)商SK電信與KT公司開(kāi)始受理iPhone 4S在線訂單,,同樣很快便被預(yù)訂一空:

????“由于同一時(shí)刻的網(wǎng)絡(luò)訪問(wèn)量過(guò)大,,兩家公司的網(wǎng)站一度陷入癱瘓。兩家公司在同一天接受了200,000份訂單,,這遠(yuǎn)遠(yuǎn)超過(guò)去年8月份iPhone 4的130,000份訂單,。”

????譯者:劉進(jìn)龍/汪皓

????Ticonderoga's Brian White, who has been keeping as close tabs on Apple's (AAPL) prospects in China as any Western analyst, reported Monday that pre-orders for the iPhone 4S ended almost as soon as they began in China last Friday.

????According to his checks, pre-orders were sold out in Hong Kong 10 minutes after Apple started taking them. The iPhone 4S goes on sale this Friday in Hong Kong and 14 other countries, and according to White it will reach mainland China in December.

????White anticipates long lines and serial stock outs despite the fact the phone's signature feature -- Siri -- doesn't yet work in Mandarin or Cantonese.

????White has long maintained that Greater China -- which Apple defines as Hong Kong, mainland China and Taiwan -- represents the company's single greatest opportunity for growth. He notes that last quarter, Apple generated $4.5 billion in revenue (up 270% year over year) from Greater China -- 16% of total sales compared with 2% in fiscal 2009.

????With the Apple Store that opened in Hong Kong in September and the opening of Shanghai's third retail outlet, the company now has a total of six stores in the region. It has set aside another $900 million to build 40 new stores in fiscal 2012, three quarters of them outside the U.S.

????MEANWHILE: The Korean Daily News reports that the country's two largest telecommunication firms -- SK Telecom and KT -- opened online pre-orders for the iPhone 4S on Friday midnight and were immediately inundated:

????"The website crashed due to high traffic at one point, and the two companies had over 200,000 pre-orders the same day, much more than the 130,000 pre-orders for the iPhone 4 in August last year."

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