d*****s
发帖数: 5610 | 1 Profit margin主要在iphone和ipad，但是看这个新闻。
Google's Android OS has gained an astonishing 7 points of market share in
the US smartphone market in the past three months,
Read more: http://www.businessinsider.com/android-iphone-market-share-2011-4
RIM's market share over the same period collapsed, dropping almost 5 points.
Apple's share increased slightly, but is dead in the water and has now
fallen way behind Android.
Android now has a third of the US market (33%). RIM's share has plummeted to
29%. Apple is holding at 25%. |
t****g
发帖数: 35582 | 2 这个是显然的，除非他们搞出什么新的增长点。
GS两周前就下调APPL的rating了。
points.
to
【在 d*****s 的大作中提到】
: Profit margin主要在iphone和ipad，但是看这个新闻。
: Google's Android OS has gained an astonishing 7 points of market share in
: the US smartphone market in the past three months,
: Read more: http://www.businessinsider.com/android-iphone-market-share-2011-4
: RIM's market share over the same period collapsed, dropping almost 5 points.
: Apple's share increased slightly, but is dead in the water and has now
: fallen way behind Android.
: Android now has a third of the US market (33%). RIM's share has plummeted to
: 29%. Apple is holding at 25%.
|
w****y
发帖数: 21 | 3 苹果的压力很大呀，但是瘦死也大
【在 d*****s 的大作中提到】
: Profit margin主要在iphone和ipad，但是看这个新闻。
: Google's Android OS has gained an astonishing 7 points of market share in
: the US smartphone market in the past three months,
: Read more: http://www.businessinsider.com/android-iphone-market-share-2011-4
: RIM's market share over the same period collapsed, dropping almost 5 points.
: Apple's share increased slightly, but is dead in the water and has now
: fallen way behind Android.
: Android now has a third of the US market (33%). RIM's share has plummeted to
: 29%. Apple is holding at 25%.
|
f**********r
发帖数: 2137 | 4 1. 苹果的产品周期决定了现在是销售淡季，你等iphone5出来了再看看
2. 整个市场分母都在扩大，即使保持占有率不变，仍然可以高赢利
3. 再说，这里只是一个季度的占有率，不是总数，根据1，没有任何意义
points.
to
【在 d*****s 的大作中提到】
: Profit margin主要在iphone和ipad，但是看这个新闻。
: Google's Android OS has gained an astonishing 7 points of market share in
: the US smartphone market in the past three months,
: Read more: http://www.businessinsider.com/android-iphone-market-share-2011-4
: RIM's market share over the same period collapsed, dropping almost 5 points.
: Apple's share increased slightly, but is dead in the water and has now
: fallen way behind Android.
: Android now has a third of the US market (33%). RIM's share has plummeted to
: 29%. Apple is holding at 25%.
|
m*********s
发帖数: 482 | |
l**t
发帖数: 6971 | 6 他这个数据截止到2月底。Verizon iPhone2月10号才开始卖，在此之前iPhone只有att
一家（95m用户），Android是所有的carriers（300m用户）。
关键是apple这个先驱趟了地雷，付出的代价就是不得不给att multi-year exclusive
，被限制住了。Android靠偷code侵犯专利等等下流手段暂时占了便宜。 |
