郭明池:iPhone7销量颓势会继续
2898
手机 2019-03-26 09:40:08 字数:813

郭明池:iPhone7销量颓势会继续。尽管苹果CEO库克声称公司的业绩正在恢复增长,不过一位密切关注市场发展的分析师认为,iPhone的销量很有可能会继续下降。



外媒9to5Mac的引用凯基证券(KGI Securities)的分析师郭明池的话称,由于中国市场需求疲软,4.7英寸iPhone 7销量不佳,以及新iPhone SE的缺位,iPhone 7产品线的现状并不乐观苹果。公司尚未对此置评。


凯基证券预计2017年年第一个季度iPhone出货量在4000万到5000万之间,少于去年同期(苹果公司财年第二季度)的5120万部。如果没有新款iPhone SE在春天发布,该季度的出货量应该会在3500万到4000万之间,这个数据也要低于2016年年公布的4040万。


此前,苹果CEO蒂姆·库克表示在经历了网络泡沫导致的首次年收入下降之后,苹果将恢复增长。并且以中国LTE的普及以及中产阶级的壮大来增强投资者的信心。


“展望未来,大家对iPhone 7和iPhone 7加的反应非常积极,”库克在上个月告诉投资者。“评估需求并非易事。我们会从这个季度中发现更多信息”同时表示对下个季度的增长抱有信心。


在最近一个季度的时间里,iPhone销量为4500万台。这个数字虽然超过了原本4480万台的预期,但与往年同期(4804万)相比还是下降了5%。


库克强调了苹果7月份收入中价格较低的iPhone SE,称其在发达和新兴市场均很受欢迎。这与市场分析公司IDC对第二季度的研究相一致。不过IDC认为在印度这样的关键市场,iPhone SE并未对高端市场产生任何重大影响。


与此同时,苹果还需面对日益崛起的中国竞争对手的威胁。本周一,分析师预测第三季度华为在欧洲,中东和非洲的出货量将增长70%。


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