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专栏 - 苹果2_0

安卓旗手HTC风光不再

Philip Elmer-DeWitt 2012年02月09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。
HTC受到苹果与三星两大竞争对手的挤压,本季度业绩表现糟糕,下一季度还有可能会继续恶化。

    HTC一度成为安卓产品的代名词。

    2008年,这家台湾手机制造商推出了首款上市销售的安卓手机——HTC Dream手机。两年后,它又与谷歌合作推出了安卓旗舰产品Nexus One。去年11月,HTC超过三星(Samsung)、苹果(Apple)和黑莓手机生产商动态研究公司(Research in Motion),坐上美国市场智能手机的头把交椅。

    然而现在,HTC已风光不再。

    HTC于周一公布,第四季度公司利润减少了26%,并发出警告,称公司本季度的营收可能减少36%。虽然公司承诺将在巴塞罗那全球移动大会(the Barcelona Mobile World Congress)上推出四款新型手机,但公司股票在亚洲股市收盘时仍下跌了5%。

    HTC首席财务官容觉生在该公司的一次电话会议上告诉分析人士:“公司第一季度业绩指引走低主要是因为公司面临iPhone与三星手机在美国市场的竞争。”但他拒绝提供单位产品的销量数字。

    据国际数据公司(IDC)披露,目前在美国和全球市场智能手机出货量中,三星排名首位(点击查看)。但就利润而言,苹果公司独占鳌头。市场调查机构Asymco的贺拉斯•德迪欧披露,在去年第四季度,虽然苹果公司的市场份额仅有8.7%,但在全球(智能手机和非智能手机)市场的利润中,苹果iPhone手机所占份额高达75%,留给HTC等公司的只有少得可怜的一小部分。

    译者:阿龙/汪皓

    There was a time when HTC and Android were practically synonymous.

    The Taiwanese manufacturer built the first commercially available Android phone -- the HTC Dream -- in 2008, and two years later collaborated with Google (GOOG) to build the Nexus One, the flagship of the Android line. Last November, it edged past Samsung, Apple (AAPL) and Research in Motion (RIMM) to take the lead in the U.S. market for smartphones.

    How the mighty have fallen.

    On Monday, HTC reported a 26% drop in fourth quarter profits and warned that revenues could drop 36% this quarter. Despite promises that the company would bounce back on the strength of four new models to be introduced at the Barcelona Mobile World Congress, the stock closed 5% lower in Asian trading.

    "Our weakness in first-quarter guidance ... comes from facing competition in the U.S. from iPhone and Samsung," CFO Winston Yung told analysts in a conference call. He declined to provide unit sales numbers.

    According to IDC, Samsung is now the No. 1 maker of smartphones in terms of shipments, both in the U.S. and worldwide (see here). But Apple is taking an ever larger share of the profits. In the December quarter, according to Asymco's Horace Dediu, Apple's iPhone captured 75% of worldwide profits in mobile phones -- smart or dumb -- with only an 8.7% market share, leaving precious little on the table for companies like HTC.

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