上周四，苏格兰皇家银行（RBC）的阿米特•达莱纳尼在一份发给客户的报告中运用Strategy Analytics的市场研究，对售价300美元的iPhone 5C可能为苹果（Apple）贡献多少利润进行了估算。

    即便考虑到大幅折扣的iPhone 4，迄今为止，苹果的销量也只有2%来自于售价低于300美元的iPhone手机。【相比之下，三星（Samsung）有60%的智能手机销量来自价格不超过300美元的手机。】

    达莱纳尼认为，这种状况可能在本周苹果新品发布会后发生改变：

    “我们相信苹果将推出一款新手机，开拓低端智能手机市场。我们预计到2014日历年，这个市场的规模将达到5亿美元左右。在我们看来，苹果应能迅速渗透这个市场，中期内将渗透率提升至15%及之上（我们预计苹果在高端市场拥有超过40%的市场份额）。

    “从每股收益角度来看，我们认为，成功推出廉价手机将使得苹果每股收益在我们预计的2014年日历年度39.74美元的基础上增加4.00美元多。以12倍的市盈率计算，这应当使苹果股价上涨约50美元。我们相信，我们给出的5,600万部预测是保守的，因为这只相当于低端智能手机市场总销量的12%。” （财富中文网）

    In a note to clients Thursday, RBC's Amit Daryanani used Strategy Analytics' market research to estimate what a $300 iPhone 5C might do to Apple's (AAPL) bottom line.

    Even with the heavily discounted iPhone 4 in the mix, only 2% of Apple's unit sales so far have come from iPhones selling for less than $300. (Samsung, by contrast, gets 60% of its smartphone sales from devices that cost $300 or less.)

    Daryanani thinks that could change after next week's special event:

    "We believe Apple is going to capitalize on the low-end smartphone market by launching a new phone that will address what we consider to be a ~500M total addressable market in CY14E. In our view, AAPL should be able to quickly penetrate this market up to and beyond the 15% mark in the medium-term (we estimate AAPL has 40%+ share in the premium market).

    "From an EPS perspective we believe the Company can add $4.00+ in EPS to our CY14E estimate of $39.74, with a successful launch of an affordable iPhone. On a 12x multiple, this would add roughly $50 to Apple's stock-price. We believe our ~56M unit estimate is conservative given that it represents 12% of the total low-end Smartphone market."