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专栏 - 苹果2_0

苹果专利案判决左右三星智能手机销售

Philip Elmer-DeWitt 2012年08月31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。
苹果状告三星专利侵权案胜诉后,Android用户的购买行为出现了新的动向。

从左至右:苹果iPhone、三星Galaxy S II、Galaxy S III

    本周两份报告表明,苹果(Apple)在8月24日取得的诉讼胜利已开始影响市场。

    调研网站MarketWatch的昆廷•福特雷称:“【二手经销商】Gazelle.com报告,过去三天,三星(Samsung)智能手机抛售量剧增50%,结果导致其转手价格下跌了10%。Gazelle.com首席电子产品负责人安东尼•斯卡塞拉表示,‘大家似乎正在逃离三星这条大船。我们预计这种趋势还会延续下去,尤其考虑到最新的判决结果。’”

    咨询公司Global Equities的特里普•乔杜里调查了三家好市多(Costco)商店、5家美国电话电报公司(AT&T)商店、5家斯普林特(Sprint)商店和3家威瑞森(Verizon)商店。乔杜里称:“在法院8月24日对苹果与三星一案做出宣判后,消费者们都赶在周末忙不迭地抢购Galaxy S III手机。一些商店已经断货。”

    大家也许还记得,法院裁决Galaxy S II手机侵犯苹果若干专利。Galaxy S III手机是苹果提交专利诉讼后才发布的,并不在法院判决范围内。

    有一种可能是,用户们只是更喜欢S III手机的超大屏幕而已。

    译者:项航

    Two reports this week suggest that Apple's (AAPL) Aug. 24 patent suit victory is already being felt in the market.

    From MarketWatch's Quentin Fottrell: "[Reseller] Gazelle.com reports a 50% increase in Samsung smartphones over the past three days, which has led to a 10% drop in prices for those devices. 'Consumers seem to be jumping ship,' says Anthony Scarsella, chief gadget officer at Gazelle.com. 'We expect this trend to continue, especially with this latest verdict.'"

    From Global Equities' Trip Chowdhry, who surveyed 3 Costco Stores, 5 AT&T Stores, 5 Sprint Stores and 3 Verizon Stores: "Following Apple and Samsung August 24th verdict, customers rushed to buy Samsung Galaxy S III this weekend, with some stores reporting stock outs."

    The jury, you may recall, found the Galaxy S II had infringed several Apple patents. The Galaxy S III, which was released after Apple had already filed its suit, was not covered by the verdict.

    It's also possible that customers just like the S III's larger screen.

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