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class="authorTimeSource"> <span>作者：</span> <span>時間：2015-09-09</span> <span>來源：新浪科技</span> <link rel="stylesheet" type="text/css"/> <span style="float:right; width:130px;margin-right:0px; text-align:right;"> <div id="njizuxl" class="nav0"> <ul> <li><a href="javascript:void(0);"><img src="http://www.ex-cimer.com/event/action/images/icon_add_4.png" width="20" border="0" align="absmiddle" />加入技術(shù)交流群</a> <ul> <li style="text-align:center;"><img src="http://www.ex-cimer.com/event/company/images/code_1.jpg" width="130"><br />掃碼加入<br />和技術(shù)大咖面對面交流<br />海量資料庫查詢</li> </ul> </li> </ul> </div> </span> <span style="float:right; width:30px;margin-right:0px; text-align:right;"><a rel="nofollow">收藏</a></span> </div> <div id="qisyehr" class="hAd4_Afinal20a_back">  <iframe id='a890e388' name='a890e388' src='https://ad.eepw.com.cn/www/delivery/afr.php?zoneid=88&cb=INSERT_RANDOM_NUMBER_HERE' frameborder='0' scrolling='no' width='660' height='60'><a target='_blank'><img 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</p> <p align="center">　　各智能手機廠商營收增長率</p> <p>　　<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/蘋果"><em>蘋果</em></a>過去3個季度的iPhone營收增長50%以上，競爭對手都在下滑。</p> <p>　　趨勢很明顯了：<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/蘋果"><em>蘋果</em></a>在穩(wěn)步向前，其他廠商紛紛遇困。聯(lián)想/摩托羅拉并未包含在內(nèi)，因為該公司的數(shù)據(jù)無法進行年度比較。</p> <p>　　事實上，我嘗試過很多參數(shù)。單純計算營收，<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/蘋果"><em>蘋果</em></a>的季度變動會令整個圖片扭曲。單純記錄利潤，蘋果和三星的領(lǐng)先地位會導致圖中難以看出變化。如果使用利潤增長，索尼和其他公司的大幅變動也會導致數(shù)據(jù)失真。</p> <p><strong>　　趨勢</strong></p> <p>　　高端<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/Android"><em>Android</em></a>手機正在遭遇困境。小米、華為、一加、Oppo等中國廠商開發(fā)的低端手機正在蠶食他們在中國的高端業(yè)務。發(fā)展中國家的增速放緩也在扼殺銷量，尤其是南美市場。</p> <p>　　在西方，人們對于持續(xù)升級手機的熱情并不大。與S4和S5相比，Galaxy S6真的有什么獨特之處嗎?如果有，那就是三星去掉了一些華而不實的軟硬件功能，不支持microSD卡和可替換電池，但這恰恰是之前的三星用戶喜歡的功能。正如我之前所說，三星肯定知道有多少人使用可替換的電池。但這或許就像購買汽車時配備安全氣囊：你未必用得到，但你必須知道它能在緊急情況下發(fā)揮作用。</p> <p>　　問題在于，三星的所有產(chǎn)品似乎都瞄準了高端市場。你可以從如下產(chǎn)品中選擇：Galaxy S、Galaxy S6 Edge、Galaxy S6 Edge Plus、Galaxy Note5。</p> <p>　　而且，這也只是今年剛剛推出的新設備。去年的Galaxy S5和Note4仍在銷售。三星似乎在在區(qū)分不同的需求，所以Edge Plus與Note 5的銷售地區(qū)并不相同。</p> <p>　　但我不認為這可以推升三星高端手機的需求。投資者似乎與我意見相同：三星電子股價已經(jīng)連續(xù)5個月下跌。而彭博社則援引IBK證券分析師Lee Seung Woo的話說：“我們都知道智能手機業(yè)務表現(xiàn)不好，我不知道股價何時能止跌?；久嫠坪跤袉栴}。”</p> <p>　　與此同時，iPhone卻能不斷吸引用戶，并將他們牢牢鎖住。雖然蘋果股價最近同樣表現(xiàn)不佳，但并沒有出現(xiàn)連續(xù)5個月的下跌。</p> <p><strong>　　前景</strong></p> <p>　　我不認為高端<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/Android"><em>Android</em></a>手機的銷量下滑是一次性的。來自中低端設備的競爭已經(jīng)非常激烈，但這些公司似乎并沒有制定清晰的應對計劃：他們并沒有推出比一年前更好的設備。</p> <p>　　值得一提的是，三星Galaxy Note5的電池容量比Note4小了，而且無法替換;沒有了SD卡插槽，疏遠了之前的Note用戶。這樣的產(chǎn)品如何與小米、Oppo和一加競爭?畢竟這些企業(yè)推出的設備配置與三星相似，但價格卻更低。而與此同時，iPhone 6 Plus的應用更豐富，價格也更低。</p> <p>　　另外，HTC似乎準備在今年晚些時候再發(fā)布一款高端手機。然而，由于三星和蘋果也都將推出新品，所以很難想象誰會購買HTC的產(chǎn)品。與此同時，該公司的市值甚至已經(jīng)低于現(xiàn)金儲備，所以他們動用部分資金回購了6%的股份。我不認為這是對資源的有效利用。</p> <p>　　目前的智能手機市場，只有兩家公司能夠賺錢，今后可能將只有一家公司能夠通過高端手機賺錢。其他企業(yè)必須要尋找新的盈利方式。<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/Android"><em>Android</em></a> Wear智能手表似乎也難以起到作用。虛擬現(xiàn)實會成為未來的重要方向嗎?物聯(lián)網(wǎng)或無人駕駛汽車能成大器嗎?目前看來，除了三星和蘋果之外，其他的企業(yè)似乎只能祈禱奇跡出現(xiàn)。</p></span>  <div class="xpzqhgf" id="coverDiv" class="article_reg" style="width:100%;overflow:hidden;display:none;z-index:10;position:absolute;left:0;background:#fff;"> <center> <img src="https://webstorage.eepw.com.cn/images/display/reg.jpg" border="0" usemap="#Map" /> <map name="Map" id="Map"> <area shape="rect" coords="133,235,319,253" target="_blank" /> <area shape="rect" coords="132,315,319,335" /> </map> </center> </div>  <span id="dkbsfpk" class="hAd8"> <br></span>  <div id="kvqwrfp" class="quotes"> <a href="279870.htm">上一頁</a> <a 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