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专栏 - 苹果2_0

网友八大刁钻视角吐槽iPhone 5C

Philip Elmer-DeWitt 2013年09月12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。
苹果公司本周二公布了iPhone 5C的价格——合约价99美元或199美元,不带合约的549美元或649美元。华尔街认为,库克在定价策略上犯了严重的错误,导致苹果股价大跌。与此同时,全球网民纷纷吐槽苹果塑料外壳的iPhone 5C,为我们观察这款新产品提供了完全不同的视角。

    苹果新品发布会后,苹果股价大跌。

    苹果公司(Apple)本周二公布了iPhone 5C的价格——合约价99美元或199美元,不带合约的549美元或649美元。从分析师们的报告来判断,这种定价是导致苹果股价周三开盘即下跌27美元(5.5%)的罪魁祸首。

    很明显,华尔街认为iPhone定价过高,苹果首席执行官蒂姆•库克在定价决策上出现了重大失误。

    也许华尔街说的没错。

    下面这些网友的评论(其中许多直接摘自科技博客Apple 2.0的留言)提供了另外一种视角:

• “它的外观和手感都很赞,有着量身定制的组装和坚实的触感,完全不像是一款披着塑料壳的手机。多花点钱买iPhone手机物有所值。如果你不同意这个说法,那好,我们的iPhone不卖给你。”——Stratechery网站,本•汤姆森

• “只要市场认为苹果的iPhone值得那么高的溢价,苹果尽可能攫取高收益、剥削死忠用户的战略就能继续奏效。这就是市场份额的幽灵,纯粹是用杜撰的小说来吓唬小孩和华尔街。”——读者,约翰•科克

• “苹果仍然希望挺进新兴市场,问题是苹果想以40迈的速度前进,而投资者期望的是70迈。”——Piper Jaffray公司,吉恩•蒙斯特

• “(苹果)可能会丢失一部分市场份额,但是苹果在智能手机市场的玩法是瞄准那些更有钱的用户,他们才是愿意花更多钱购买软件的人群。APP开发人员选择支持哪个平台的时候,他们重视的两大因素其一是平均每位用户的APP消费额,其二是用户总数。苹果明白自己无法在用户总数上获胜,所以把精力放在扩大高富帅用户和死忠用户人数上面。”——读者,雷达•猫

• “苹果这步棋是要把iPhone打造成两个细分家族,就像MacBook旗下拥有Airs和Pros两大系列一样。你可以把5C看作Air,把5S看作Pro,或者就像iMac和Mac Pro一样。iPhone正在成长为一个产品家族。”——Daring Fireball公司,约翰•格鲁伯

• “劣质低价路线将导致产品在消费者心目中贬值。苹果在中国是一个激励人心的品牌,被视为科技界的路易威登。看看苹果专卖店在上海的地理位置,它们位于上海最高端大气上档次的购物街——淮海路和南京东路。浦东苹果店则效仿纽约第五大道苹果店,地理位置同样霸气。一方面,苹果需要下调价格以扩大用户群;另一方面,苹果必须很好地平衡,不能损害品牌价值,破坏品牌形象。要知道,高端品牌形象是苹果付出了多年努力才换来的。这是一种非常微妙的平衡术。”——读者,肯•程 

    Judging from the analysts' reports, the prices for the iPhone 5C that Apple announced Tuesday -- $99 and $199 with a contract, $549 and $649 without -- are the main reason Apple's shares opened $27 (5.5%) lower Wednesday.

    Wall Street has apparently decided that pricing the iPhone so high was a major blunder on Tim Cook's part.

    The Street may be right.

    But here are some alternative views, many taken directly from Apple 2.0's comment stream:

• "It looks and feels amazing, with a "bespoke" assembly and "solid dense feel you would not expect from a plastic product." Paying more for an iPhone is worth it... If you disagree, well, we won't sell you an iPhone. -- Stratechery's Ben Thompson.

• "So long as the MARKET thinks that Apple's iPhone's are worth a premium price -- and it does -- Apple's strategy of skimming the highest profits and the best customer's will work. The bogeyman of market share is just that -- a made up fiction used to scare small children -- and Wall Street. -- Reader John Kirk.

• "Apple still wants to be part of the emerging markets, but they want to go at 40 mph where investors were looking for 70 mph." -- Piper Jaffray's Gene Munster.

• "[Apple] may lose market share, but the game in smartphones for Apple is to capture a significant share of more affluent smartphone users; those who will purchase more content for their phones. App spending per user is one of two significant factors developers look at when determining which platform to support; the other being overall number of users. I think Apple understands it cannot win in the war for overall number of users, so its focusing its efforts on building a base of affluent and engaged users." Reader RadarTheCat.

• "This move is about establishing the iPhone as a two-sibling family, like how the MacBooks have both the Airs and the Pros. Think of the 5C as the Air, and the 5S as the Pro. Or iMac and Mac Pro. The iPhone is growing up as a product family." Daring Fireball's John Gruber.

• "Lower prices thru lower quality product also lowers perceived value. As an aspirational brand in China, Apple is perceived as the Louis Vuitton of tech. Look at where Apple Stores are located in Shanghai. They're on the most exclusive and expensive shopping streets in Shanghai, Huaihai Road and East Nanjing Street. In Pudong, you have a store that mimics the 5th Avenue NY store, with its iconic location. So, on the one hand, Apple has pressure to reach more of the market by lowering prices, but on the other, Apple must balance that by not lowering value, as that would hurt the brand image that it has worked so hard to achieve. It's a delicate balancing act. Reader Ken Cheng.

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