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專(zhuān)欄 - 蘋(píng)果2_0

三星‘智能連接設(shè)備’出貨量險(xiǎn)勝蘋(píng)果

Philip Elmer-DeWitt 2013年02月26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(guān)察史蒂夫·喬布斯經(jīng)營(yíng)該公司,。
蘋(píng)果年底發(fā)力,,憑借iPhone 5和迷你iPad的熱銷(xiāo)縮小了跟三星之間的差距,但是依然以微弱差距屈居亞軍,。這兩大領(lǐng)軍企業(yè)超越了聯(lián)想,、惠普和索尼,但卻不敵“其他品牌”,。處在夾縫中的“其他品牌”集團(tuán)軍聯(lián)合攫取了高達(dá)近45%的市場(chǎng)份額,。

????
數(shù)據(jù):國(guó)際數(shù)據(jù)公司 餅狀圖:PED,。點(diǎn)擊放大

????國(guó)際數(shù)據(jù)公司(IDC)已經(jīng)發(fā)布了第四季度報(bào)告,列出了所謂“智能連接設(shè)備”的出貨量,。這個(gè)品類(lèi)的設(shè)備包括臺(tái)式電腦,、筆記本電腦,、平板電腦和智能手機(jī)。

????國(guó)際數(shù)據(jù)公司預(yù)計(jì),,智能連接設(shè)備第四季度總出貨量達(dá)到了3.677億部,,增長(zhǎng)主要集中在平板電腦(2011年上升78.4%)和智能手機(jī)(上升46.1%),而臺(tái)式和筆記本電腦出貨量則呈現(xiàn)負(fù)增長(zhǎng)(分別為-4.1%和-3.4%),。

????今年的調(diào)查顯示,,三星(Samsung)已經(jīng)超越了蘋(píng)果(Apple),成為第一,。然而,倘若不是去年第四季度蘋(píng)果新品的大量出貨,,雙方之間的差距就不會(huì)像現(xiàn)在這樣接近,。

????國(guó)際數(shù)據(jù)公司鮑勃?歐唐納寫(xiě)道:“鑒于2012年初與三星較大的差距,蘋(píng)果在去年最后一個(gè)季度憑借新寵iPhone 5和iPad Mini卷土重來(lái),,并將市場(chǎng)份額差距縮小至不到一個(gè)百分點(diǎn),。今后的問(wèn)題在于,蘋(píng)果的一枝獨(dú)秀的產(chǎn)品策略是否能夠抗衡三星的機(jī)海戰(zhàn)術(shù),?!?/p>

????頭把交椅的爭(zhēng)奪幾乎令人無(wú)暇他顧,但事實(shí)上,,“其他品牌”在此次調(diào)查中44.7%的份額遠(yuǎn)超三星(21.2%)和蘋(píng)果(20.3%),。

????注:我們過(guò)去一直十分關(guān)注國(guó)際數(shù)據(jù)公司的統(tǒng)計(jì)方法,因?yàn)檫@家公司從來(lái)沒(méi)有解釋過(guò)他們是如何比較蘋(píng)果公布的銷(xiāo)售數(shù)據(jù)與三星并未公布的出貨量,。但是,,花旗銀行(CitiCorp)格蘭?楊上周發(fā)表的一篇報(bào)告甚至讓國(guó)際數(shù)據(jù)公司也陷入了困惑。這份報(bào)告錯(cuò)誤地引用了國(guó)際數(shù)據(jù)公司的數(shù)據(jù),,目的是為了讓蘋(píng)果的平板銷(xiāo)售看起來(lái)比實(shí)際情況差,。國(guó)際數(shù)據(jù)公司的數(shù)據(jù)顯示,2012年第四季度,,蘋(píng)果以44%的市場(chǎng)份額統(tǒng)領(lǐng)著全球平板市場(chǎng),,而不是格蘭報(bào)告中所提到的38.8%。(財(cái)富中文網(wǎng))

????IDC has issued a Q4 report on shipments of what they call "smart connected devices," a category that includes desktop PCs, notebook PCs, tablets and smartphones.

????Total shipments last quarter came to 367.7 million units, IDC estimates, with most of the growth in tablets (up 78.4% over 2011) and smartphones (up 46.1%), while desktop and laptop PC shipments shrank (-4.1% and -3.4%, respectively).

????Apple (AAPL) lost the No. 1 spot to Samsung in this year's survey, but the race was closer than it might have been if it weren't for the raft of new products Apple shipped last quarter.

????"After falling well behind Samsung early in 2012," writes IDC's Bob O'Donnell, "Apple came roaring back in [the] final quarter of the year thanks to its latest hits – the iPhone 5 and the iPad Mini – and reduced the market share gap to less than a single percentage point. The question moving forward will be whether or not Apple can maintain its hit parade against the juggernaut of Samsung."

????Almost lost in the race for first place is the fact that Others, with a 44.7% market share last quarter, dwarfed both Samsung (21.2%) and Apple (20.3%).

????NOTE: We have been critical in the past of IDC's methodology, given that they never explain how they can compare sales numbers that Apple releases with shipment numbers that Samsung doesn't. But even IDC was mystified by a report issued last week by CitiCorp's Glen Yeung that misquoted IDC to make Apple's tablet sales look worse than they were. According to IDC, Apple led the world in Q4 2012 with a 44% tablet market share, not the 38.8% that Yeung reported.

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