今年三月，三星（Samsung）在一场轰轰烈烈如百老汇歌剧般的发布会上推出了Galaxy S4。华尔街当时一致预测它的销量即将超越苹果（Apple），因为iPhone 5上市已有半年，而目前尚无新品推出。

    不过，事与愿违，三星近日宣布Galaxy S4销量低于预期。华尔街于是纷纷应和，称原因在于高端智能手机市场已经开始趋于饱和，而苹果iPhone销量也会受到影响，甚至会比Galaxy S4更严重。

    所以，威瑞森（Verizon）上周四公布第二季度财报时，大家着实吃了一惊。数据显示，这家公司上季度激活的750万部智能手机中，有390万部（51%）是iPhone。

    “390万部这个数字超过了我们预计的350万部。”宏桥信托投资集团（BTIG）分析师沃尔特•皮斯基在致客户的报告中写道：“而且，iPhone激活量在上季度增速超过40%，而一季度其涨幅还仅为25%。”

    威瑞森并未透露剩下的360万部中有多少是Android手机，当然，其中三星手机占比多少我们更无从得知了。（财富中文网）

    译者：项航

    When Samsung introduced the Galaxy S4 with Broadway-style fanfare in March, the assumption on Wall Street was that it was going to steal a march on Apple (AAPL), whose newest iPhone was already 6 months old and not getting any younger.

    When Samsung sold fewer Galaxy S4s than expected, the assumption on the Street was that the market for high-end smartphones had become saturated, and that Apple's iPhone sales would suffer the same fate -- or worse -- as the Galaxy S4's.

    "3.9 million topped our estimate of 3.5 million," BTIG's Walter Piecyk wrote in a note to clients, "and growth in those activations accelerated to >40% in Q2 from 25% in Q1."

    Verizon didn't specify how many of the other 3.6 million activations were Android phones, or what percentage of those Androids were Samsung's.