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楼主 |
发表于 2016-1-26 15:15:13
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前景黯淡
“苹果公布的季度收入和利润都有显著增长,动力来自iPhone的热销。但这样的业绩带来了一个问了千万次的问题,作为世界上价值最高的公司,苹果的增长势头如何保持?”——Katie Benner,《纽约时报》
“请原谅我武断……苹果对高端市场的垄断越发巩固,形成了恶性循环,也确保了对高端市场的无限控制。从应用的角度来说,新应用以及应用更新总会先推出iOS版本,这就意味着重视这些应用或更新的人会去购买iPhone,也就意味着今后的新应用以及应用更新还会先推出iOS版本。从零部件的角度而言,苹果逐渐成为唯一有实力购买最好零部件的手机厂商,巨大的采购规模则确保了他们能率先获得新型零部件。这当然会进一步加强苹果对高端领域的掌控,结果只能是苹果在零部件制造商面前变得更加强势。”——Ben Thompson,Stratechery
The Outlook is Muted
“Apple turned in another quarter of enviable revenue and profit growth, fueled by sales of the iPhone. But the results raised a perennial question for the world’s most valuable company: How can it keep its growth streak alive?” —Katie Benner, New York Times.
“Forgive me in advance for this rant… Apple’s increasing monopoly on the high-end of the market is creating a virtuous cycle that ensures they will own the high-end indefinitely. From an app perspective, new and updated apps launch first on iOS, which means people who care buy iPhones, which means future new and updated apps launch first on iOS. From a component perspective, Apple is increasingly the only manufacturer that can even afford to buy the best components, and they have massive scale which ensures they get first dibs on what is new. This, of course, further solidifies Apple’s hold on the high end, which only strengthens their position with component manufacturers further.”—Ben Thompson,Stratechery. |
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