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专栏 - 苹果2_0

Android对阵iPhone:龟兔赛跑?

Philip Elmer-DeWitt 2012年01月04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。
谷歌Android在美国市场的份额仍在不断增长,但相比苹果,它的步伐显得慢了很多。

数据:ComScore,图片:PED

    上周四,史蒂夫•科瓦奇在财经网站Business Insider上撰文指出:“如果你需要更多Android‘痛殴’iOS的证据,不妨参阅刚刚出炉的ComScore移动用户季度报告(截至去年11月)。”

    真可谓英雄所见略同,科瓦奇也指出,上个季度,苹果(Apple)智能手机市场份额略有上升,从27.3%上升至28.7%。不过,“谷歌(Google)Android平台仍在美国智能手机市场占据绝对霸主地位,份额高达46.9%。”

    但如果纵览过去一年的ComScore数据,就会发现两大平台的竞争并不像科瓦奇之流所描述的那样,呈一边倒的趋势。

    ComScore的数据显示,过去一年,苹果的市场份额每月都在缓慢但稳定地增长;与之对比,谷歌的市场份额环比增长率却在急剧下滑,从去年1月份的最高点20%自由落体到11月份的新低点1.3%。

    科瓦奇所引用的报告本想更有力地说明Android“仍在痛殴”iOS,但事实上,该报告却显示,苹果市场份额的月度环比增长率反而要超出谷歌一筹。

    译者:项航

    "In case you needed more proof that Android is walloping iOS," writes Steve Kovach in Thursday's Business Insider, "ComScore's three-month report on mobile subscribers (ending in November) is out."

    He points out, as others have, that Apple's (AAPL) smartphone market share grew a bit, from 27.3% to 28.7% over the past three months. But, he writes, "Google's Android platform is still crushing it with 46.9% of the smartphone market in the U.S."

    But if you take a broader look at ComScore's data over the past 12 months, the race is not quite as one-sided as Kovach et al. would have it.

    Over the past year, Apple's market share has grown slowly but steadily month over month. Google's (GOOG) rate of market share growth, by contrast, has dropped sharply, from a high of 20% last January to a new low of 1.3% in ComScore's November data.

    In fact, in the report that Kovach offers as more proof that Android is "still walloping" iOS, Apple's market share actually grew faster month over month than Google's.

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