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专栏 - 苹果2_0

调研显示:中国手机用户青睐苹果

Philip Elmer-DeWitt 2011年03月31日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
在中国手机用户转向智能手机时,诺基亚有可能损失最为惨重。

资料来源:Alphawise/摩根士丹利

    Alphawise/摩根士丹利公司(Morgan Stanley)于本周二公布的调研结果,对于苹果公司(Apple)而言无疑是利好消息。

    今年2月~3月,Alphawise/摩根士丹利对2,029名中国手机用户进行了调研。调研显示,中国市场对智能手机的需求异常强劲。有88%的受访者表示,他们预计自己购买的下一部手机是智能手机。另外,在计划购买3G手机的受访者中,有30%的人表示,他们预计购买iPhone,即便按照现在的价格。调研还显示,如果不考虑价格因素的话,这一比例会增加到53%。

    诺基亚(Nokia)目前在中国3G市场拥有最大的份额。调研显示,它也将是最大的输家。

    下图中列出了受访者最关注的一些手机特性。摩根士丹利分析说,随着手机上网增多,人们对图中所列特性的关注,将使得他们对苹果情有独钟。

    There's good news for Apple (AAPL) in the results of an Alphawise/Morgan Stanley survey released Tuesday.

    The survey, conducted among a sample of 2,029 Chinese mobile phone users in February and March, found demand for smartphones to be surprisingly strong. 88% of respondents said they expected the next phone they bought would be a smartphone. And 30% of those who planned to buy a 3G phone said they expected to buy an iPhone, even at its current price. If price were not a consideration, that number would jump to 53%, according to the survey.

    Nokia (NOK), currently the vendor in China with the largest 3G market share, is also the one with the most to lose.

    Below, a chart of the features respondents said they cared most about, which according to Morgan Stanley's analysis will shift the balance in Apple's favor as Internet use increases.

 

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