g****t
发帖数: 31659 | 1 这玩意儿不是什么秘密。我随便搜了下去年6月一个文章。重点看第二段。
10月到圣诞节供货平稳，这是大家都会作的。整体的缺乏是难免的。
This year’s iPhone 4 launch was heavily over-subscribed. If Apple had
enough supply, launch sales could have gone as high as 2.5 million, one
analyst believes. Apple admitted mis-diagnosing demand and problems arose
during the reservation process. There were insufficient units for pre-order,
never mind for users walking into stores. The shocking thing is that three
months on, the iPad is still unavailable to impulse buyers who might want
to pick one up with their iPhone. This despite the fact that most of the
world does not have any purchase option.
Now I ask what will happen next year? Supply may balance with demand by
October and strains will show again around Christmas. Then what? The
iPhone 5 will be getting prepared with another 50% to 100% growth in demand.
How will June 2011 and June 2012 look? Will Apple have 4x the supply of
iPhones and iPads needed to maintain growth? |
|
