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苹果排队神话终结 iPhone8开售首日渠道价破发

2017-09-25 07:26:53   中国经济网

iPhone8需求减弱

独立电信分析师付亮向《证券日报》记者指出,这是iPhone第一次出现,新品上市时供求差距并不太明显的情况,更重要的是,其背后原因不是供应能力大幅提高,而是需求明显减弱了。

付亮认为,iPhone8高不成低不就,创新不足难以推动销售。其与iPhone7相比技术优势并不明显,外观也很像,而价格提高了上千元,苹果并未能给用户放弃iPhone6S和iPhone7,而购买iPhone8的理由。

有分析认为,iPhone8销量疲软的另一个重要原因是很多人都盯着今年真正的主角iPhoneX。

“今年黄牛可能更多会炒iPhoneX,据我观察,买iPhone8的很多都是手机确实没法用了,急需换机。而那些喜欢用新款的,都在等iPhoneX”,该手机店主表示,“像iPhone8我本来打算提前一周订货,但朋友告诉我今年货源充足,不用提前订。”

付亮指出,iPhone8和iPhoneX之间并未形成有效的区割。从性能上,iPhoneX 与iPhone8已有了明显的不同,与之前的6S/7也做了很好的区隔。但价格上,iPhoneX与iPhone8的差距并不大,尤其是与iPhone8PLUS更小,64G的iPhoneX 只比256G的iPhone8PLUS高400元。也就是说,iPhoneX比iPhone8更吸引人,这会导致不少的用户“持币待购”iPhoneX,反倒会抑制iPhone8/Plus的销售。

但从iPhoneX角度看,由于发售时间迟,错过了宣传的第一波高峰,同时由于产能低,iPhoneX短期内难满足供应,这也会影响到苹果的营收。

苹果股价连跌

iPhone 8上市遇冷,苹果股价连续五个交易日下跌,创下17个月来最大周跌幅。

上周苹果已累计下跌5%。连续下跌令其市值蒸发超过430亿美元,相当于一个eBay的市值。

市场分析称,导致该股下跌的原因是新款iPhone 8智能手机销售遇冷和Apple Watch智能手表的评测表现不佳。

有分析师表示,iPhone 8开售第一周销量可能是2014年iPhone 6发售以来最低的一次。

不过也有机构因此更看好iPhone X的市场表现,但问题的另一面是,即便iPhone X更受欢迎,其产能不足也将制约苹果营收。

更何况在中国市场,各大手机厂商密集发布新机,透支拦截苹果换机需求,意图提前“吃掉”换机市场的红利。国产品牌的正面迎战,对苹果新品销售也颇有影响。

此前有分析认为,如果苹果新品并没有形成销量势能,国产手机则能依赖其颇具性价比的定价收割很大一部分用户群。中端手机销量顺势增长之下,品牌实力也会跟着爬坡,未来再逐步上探到高端价位则更为顺理成章。

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