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專欄 - 蘋果2_0

蘋果領銜,全球智能手機發(fā)貨量首超PC

Philip Elmer-DeWittF 2012年02月07日

蘋果(Apple)公司內部流傳著一個老笑話,,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實扭曲力場”:你離他太近的話,,就會相信他所說的話,。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認為,在報道蘋果公司時有點懷疑精神不是壞事,。聽他的應該沒錯,。要知道,他自從1982年就開始報道蘋果,、觀察史蒂夫·喬布斯經(jīng)營該公司,。
2011年,全球智能手機全年發(fā)貨量首次超過了個人電腦(含平板電腦),。

資料來源:Canalys

????市場調研公司Canalys上周五宣布,,據(jù)其統(tǒng)計,,即使將平板電腦包括在內,2011年智能手機的發(fā)貨量也超過了客戶PC,。報告中特別提到了蘋果公司(Apple),。

????“蘋果公司年底的突出表現(xiàn)令其成為2011年第四季度銷量領先的智能手機和客戶PC生產(chǎn)商,銷售iPhone 手機3,700萬部,、iPad 1,540萬臺和Mac 520萬臺,。它還打破了全球單家手機生產(chǎn)商的智能手機季度出貨量記錄,超越了諾基亞(Nokia)2010年4季度2,830萬部的記錄,。而且,,這也意味著蘋果公司首次取代諾基亞,成為年度出貨量最大的智能手機生產(chǎn)商,。2011年蘋果公司銷售iPhone手機9,310萬部,,較2010年增長了96%。iPhone 4S的上市時間從6月份推遲至10月份,,受到壓抑的需求推動了這款手機的銷售,;但同時,眼下定價更有競爭力的iPhone 4和3GS手機持續(xù)旺銷也推動了蘋果公司的總出貨量,?!?/p>

????Canalys的數(shù)據(jù)顯示,2011年智能手機全年總出貨量達到了4.88億部,較2010年的2.997億部增長了63%,。相比之下,,PC市場2011年僅增長15%了,達到4.146億臺,,其中平板電腦發(fā)貨量增幅高達274%,。平板電腦——Canalys歸為pad類產(chǎn)品——占2011年客戶PC發(fā)貨量的15%,。

????下面,,同樣來自Canalys的另外兩張圖表,對比了2011年第四季度和2011年全年蘋果公司智能手機和谷歌(Google)安卓(Android)手機的出貨量增長情況,。

????Canalys singled out Apple (AAPL) for special mention Friday when it announced that by its count, shipments of smartphones in 2011 overtook those of client computers, even when tablets are included.

????"Apple's impressive end to the year resulted in it becoming the leading smart phone and client PC vendor in Q4 2011, with shipments of 37.0 million iPhones, 15.4 million iPads and 5.2 million Macs. It also smashed the record for the most smart phones shipped globally by any single vendor in one quarter, beating Nokia's previous record of 28.3 million shipped in Q4 2010. Moreover, Apple's performance meant that it displaced Nokia, for the first time, as the leading smart phone vendor by annual shipments. Apple shipped 93.1 million iPhones in 2011, representing growth of 96% over 2010. The iPhone 4S benefitted from pent-up demand resulting from the launch coming in October rather than June, but Apple's overall volume was also buoyed by continued shipments of the now more aggressively priced iPhone 4 and 3GS models."

????For the year, according to the analytics firm, total smartphone shipments reached 488.0 million units, up 63% on the 299.7 million shipped in 2010. By comparison, the PC market grew 15% in 2011 to 414.6 million units, with 274% growth in tablet shipments. Tablets, which Canalys calls "pads," accounted for 15% of all client PC shipments in 2011.

????Below the fold: Two more Canalys spreadsheets showing Apple's smartphone growth in fourth quarter and the year against that of Google's (GOOG) Android.

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