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专栏 - 苹果2_0

IDC:苹果在智能手机市场位居第二

Philip Elmer-DeWitt 2011年05月11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。
iPhone已赶超RIM,逼近诺基亚,今年有望在智能手机市场独占鳌头。

资料来源:IDC

    国际数据公司(IDC)上周四发布的一份报告表明,诺基亚(Nokia)和黑莓生产商Research in Motion正迅速失去其多年来在智能手机市场的领先位置。

    这两家公司最直接的威胁源自苹果公司(Apple)。后者2011年第一季度发售了1,870万部iPhone,比去年的销量翻了一番还多。目前,iPhone不仅已超过RIM公司的黑莓手机(BlackBerry),而且与诺基亚的塞班(Symbian)智能手机的销量相比,差距也不足550万部。除非诺基亚能设法超出预期,顺利地从塞班平台过渡到微软公司(Microsoft)的Windows Phone 7,否则到今年底以前,很可能被苹果反超。

    但是,三星公司(Samsung)和宏达电公司(HTC)这两家生产谷歌(Google)安卓(Android)手机的领导厂商,其销售增长甚至比苹果更为迅猛。尽管这二者原来的销量相对较小,但它们的手机发售量分别比去年同期增长了350%和将近230%。

    2011年第一自然季,各家公司总共发售了9,960万部智能手机,相比去年同期的5,540万部,增长势头可谓迅猛。“智能手机市场的现状,无疑正掀起一场有利于实现智能手机可持续增长的完美风暴。” 国际数据公司的雷蒙•拉马斯指出。

    前不久,国际数据公司报告说,在包括智能手机和非智能手机的广义手机市场,苹果已位居第四,而且其增长速度快于其他任何顶级厂商。参见此处

    译者:大海

    The lead that Nokia (NOK) and Research in Motion (RIMM) have enjoyed for years in the smartphone market is evaporating rapidly, according to a report issued Thursday by IDC.

    Their immediate problem is Apple (AAPL), which shipped 18.7 million iPhones in Q1 2011, more than double last year's shipments, to overtake RIM's BlackBerry and come within 5.5 million units of Nokia's Symbian smartphones. Unless Nokia manages the transition from Symbian to Microsoft (MSFT) Windows Phone 7 more smoothly than expected, Apple could overtake it before the end of the year.

    But gaining even more rapidly are the two leading manufacturers of Google (GOOG) Android phones: Samsung and HTC. Their shipments increased 350% and nearly 230%, respectively, year over year, albeit from smaller bases.

    In all, 99.6 million smartphones were shipped in the first calendar quarter of 2011, up from 55.4 million last year, with no sign of slowing down. "Conditions in the smartphone market are creating a perfect storm for sustained smartphone growth," said IDC's Ramon Llamas.

    Last week, IDC reported that in the broader market for all mobile phones, smart and not-so-smart, Apple has taken the No. 4 spot and is growing faster than any of the other top manufacturers. See here.

 

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