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苹果

China buying more iPhones than US
“iPhone在华销量超过美国”

苹果预计会在本周宣布,去年在中国销售的iPhone数量首次超过了在美国本土的销量

Apple is expected to say this week that it has sold more iPhones in China than on its home turf in the US for the first time last year, highlighting the shifting power balance of the smartphone market.

苹果(Apple)预计会在本周宣布,该公司去年在中国销售的iPhone数量首次超过了在美国本土的销量。这一现象凸显出智能手机市场影响力均势的转变。

Analysts estimate that the US tech group reached the turning point in iPhone sales after expanding its presence in China last year via a deal with China Mobile, the country’s largest network operator, and after the release of the latest iPhone 6 in the country in October.

分析师们估计,这家美国高科技集团的iPhone销量之所以会出现这一转折,原因一方面是该公司去年通过与中国移动(China Mobile)签署的协议,加大了在中国市场的地盘,另一方面则是由于10月苹果在中国发布了最新款的iPhone 6手机。中国移动是中国规模最大的移动通信运营商。

The iPhone’s growing market share in China comes as Samsung, the global market leader by smartphone volumes, has stumbled and the region has seen the rapid rise of low-cost challenger Xiaomi.

就在iPhone在中国的市场份额不断增长之际,全球智能手机销量第一的三星(Samsung)却大大受挫,而它的低成本挑战者小米(Xiaomi)则在亚洲迅速崛起。

Tim Cook, chief executive, had said in 2013 that he expected China to eventually overtake the US as Apple’s single largest source of revenue. The iPhone already accounts for more than half of Apple’s total sales and an even larger share of its profits.

2013年,苹果首席执行官蒂姆•库克(Tim Cook)曾表示,他预计中国最终会超过美国,成为苹果最大的营收来源。目前,iPhone占苹果总销售额的比例在一半以上,占其利润的比例则更高。

Analysts at UBS estimate that China accounted for 36 per cent of iPhone shipments in the most recent quarter, compared with 24 per cent for the US. During the same period last year, 29 per cent of units were sold in the US and 22 per cent were in China, UBS said.

瑞银(UBS)分析师估计,最近一季度中国市场占iPhone出货量的36%,而美国仅占24%。瑞银表示,在2013年的同一时期,美国市场销售的iPhone比例为29%,而中国市场的比例则为22%。

“It’s already been a good year, building up to the climax of this quarter,” said Ben Bajarin, analyst at Creative Strategies, referring to Apple’s momentum in the world’s largest smartphone market. “It leads to a lot more optimism for China . . . Their potential headroom in China is higher than it is here [in the US].”

在提到苹果在中国的增长态势时,Creative Strategies分析师本•巴亚林(Ben Bajarin)表示:“该年的行情本来就很好,至该季度达到高潮。它令人们对中国的看法变得乐观多了……它们在中国的成长空间大于(美国)这里。”目前,中国是全球最大的智能手机市场。

Mr Bajarin’s forecast suggests around 2m more iPhones were sold in China than North America in the quarter. He added that the launch of Apple’s new Watch in China in the coming months was likely to increase the gap.

巴亚林的预测似乎表明,该季度苹果在中国销售的iPhone比在北美销售的多出大约200万部。他补充说,未来几个月苹果在华推出的新产品苹果手表(Apple Watch)可能会进一步加大这一差距。

“They will likely do more in China than US from here on out,” he said. “It certainly shows how important the China market is to Apple’s upside.”

他说:“从现在起,在中国的销量可能会始终比美国多。这毫无疑问地表明了中国市场对苹果增长的重要性。”

While China’s mobile market is larger and growing faster than in the increasingly saturated US, Apple faces challenges there too, from new competition to run-ins with the Chinese government. The latest iPhones’ Chinese release was delayed by almost a month after a protracted regulatory review process.

比起日趋饱和的美国,中国移动市场规模更大,增长也更快。尽管如此,苹果在中国还要面对从新竞争对手到政府干预在内的多重挑战。比如,由于监管审查流程的拖延,最新款iPhone在中国的发布推迟了将近一个月。

China is becoming more important to Apple but that does not mean the iPhone is as significant a player there as it has been on its home turf of the US. Lower-cost devices, most using Google’s Android software, still dominate the Chinese market.

中国对苹果变得更重要,并不意味着iPhone在中国的影响力会像在美国本土那样大。主导中国市场的,依然是价格较低的、以搭载谷歌(Google) Android操作系统为主的手机。

译者/简易

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