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良率低致上市延后 苹果“失算”iPhone X

2017-09-28 07:37:51   

而就在这周,《证券日报》记者已经接连收到多人问询华为Mate 10何时上市。

有分析指出,在中国市场,与老对手三星的一路溃败不同,苹果正在缓慢地丢失市场。根据第三方调研机构赛诺的统计,2016年1月份苹果在中国手机线下的市场份额为11.6%,而到了2017年8月份已经下降到了9.6%。如果这次发布的新品无法赢得中国消费者的心,苹果在中国的市场份额恐怕还会继续下滑。

不仅在中国市场,国产手机对苹果形成围猎之势,在海外市场,苹果同样遭到了中国手机厂商的群殴。

在欧洲,苹果遇到了华为的强力挑战;在印度,苹果始终都没有进入前列;即使在美洲大本营,苹果的市场也在被中兴和Moto等中国厂商侵蚀。知名调研机构Counterpoint Research的研究报告显示,华为智能手机的出货量已经在今年6月份和7月份连续超过苹果。

苹果没料到

iPhone X会这么难

在王阳看来,苹果之所以在十周年之际,仓促发布了还不够成熟的iPhone X,直接原因是,“苹果一年只能有一次发布会,它也没预料到iPhone X会这么难。”

而背后最根本的原因,实际上是苹果在激烈的竞争中欲保住自己的技术先进性。

有分析指出,在中国手机企业的持续改进下,领先的技术整合能力和更强大的供应链管理能力,成为苹果仅剩的优势;而在过去几年里,这些优势也被苹果挥霍一空。苹果发布的iPhone 8,不仅相对于iPhone 7没有太多改进,与中国手机厂商的旗舰手机相比也并无优势。

为了继续保持自己的技术先进性,苹果被迫在十周年之际再次出招,发布了仍然不够成熟的iPhone X。但iPhone X所采用的人脸识别技术和异形软性OLED全面屏,要么技术仍然不太成熟,要么供应链严重受制于人。

有分析称,苹果只是在“随大流”,满足市场预期,在一些技术尚未准备就绪的情况下就发布了iPhone X,导致上市延期。库克时代的苹果化简为繁,令iPhone失去了简洁性,模仿对手采用机海战术。除了自主芯片,iPhone X其它功能都是在随大流。

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