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专栏 - 苹果2_0

买iPhone 5C、不买5S的都是什么人

Philip Elmer-DeWitt 2013年12月05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。
市场调研公司Kantar发布报告称,购买苹果iPhone 5C的用户中,有近一半是其它品牌手机,尤其是三星和LG手机的老用户。

    苹果公司(Apple)在九月份发布了两款新的iPhone机型。当时,售价较高(高出100美元)的iPhone 5S销量占据绝对优势,许多华尔街人士因此认为,售价较低的iPhone 5C机型的定价很有问题。

    目前,iPhone 5S的销量继续领先iPhone 5C。市场研究机构Kantar Worldpanel于本周一发布报告称,在英国,iPhone 5S与iPhone 5C的销量为3:1。但是,iPhone 5C也并不是无人问津。

    那么,到底是哪些人在购买iPhone 5C?

    周一发布的新闻稿中,Kantar公司的多米尼克•桑尼博为我们提供了一些线索。

    桑尼博写道:“售价较低的5C吸引的用户群比苹果一贯的用户群更广。在美国,这款中端机型的需求主要来自较低收入家庭。iPhone 5C的买家中,约42%收入低于49000美元,而iPhone 5S的买家中,这一比例只有21%。此外,iPhone 5C的客户通常年龄也稍大一点,平均年龄为38岁,而5S用户的平均年龄是34岁。由于5C目标用户群更广,因此许多其它手机品牌的老用户纷纷转投苹果怀抱,这对苹果而言无疑是好事。iPhone 5C的用户中,几乎有一半是其它品牌,特别是三星(Samsung)和LG的老用户。而5S的用户中,有80%之前就是iPhone用户。”

    下面是Kantar公司关于中国、美国、英国、德国、日本等10个智能手机市场三个月(截至10月31日)的销量报告。Kantar称,9月20日发布的新款iPhone令苹果销量大增,但仍然不足以撼动同期Android手机70.9%的市场份额。

    一个明显的例外是日本。由于与NTT DoCoMo公司签订了新的分销协议,苹果在日本市场的份额在10月份达到了76.1%。(财富中文网)

    译者:项航  

    When Apple (AAPL) released a pair of new iPhones in September, demand was so lopsided in favor of the more expensive (by $100) model that many on Wall Street assumed that the pricing on the cheaper iPhone was some kind of blunder.

    The iPhone 5S continues to outsell its more moderately price sibling -- by three to one in the U.K., according to a Kantar World Panel report released Monday -- but somebody is buying the iPhone 5C.

    Who are these mysterious customers?

    In Monday's news release, Kantar's Dominic Sunnebo offers some clues.

    "The cheaper 5C," he writes, "appeals to a broader audience than Apple usually attracts. In the US, the biggest demand for these mid-end models is coming from lower income households. Some 42% of iPhone 5C owners earn less than $49,000 compared with just 21% for iPhone 5S. iPhone 5C customers also tend to be slightly older at an average of 38 years compared to 34 years for the 5S. The good news for Apple is that this wider appeal is attracting significant switching from competitors. Almost half of iPhone 5C owners switched from competitor brands, particularly Samsung and LG, compared with 80% of 5S owners who upgraded from a previous iPhone model."

    Below, Kantar's report on 10 selected smartphone markets for the three months that ended Oct. 31. The Sept. 20 release of the new iPhones gave Apple a "significant bounce," according to Kantar, but not enough to make a dent in Android's 70.9% share of sales in August, September and October.

    The conspicuous exception was Japan, where Apple's share of sales hit 76.1% in October thanks to the company's new distribution deal with NTT DoCoMo.

Kantar公司关于中国、美国、英国、德国、日本等10个智能手机市场三个月(截至10月31日)的销量报告。

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