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iPhone增量式改变或将令苹果面临风险

来源:www.atolyef.com 2023-10-07

The new iPhone is sure to shatter previous sales records. It may also prove the moment to dump Apple shares. 新iPhone必然会打破之前的销售纪录。此外,它也提醒大家,可能到了卖出苹果股票的时候了。 Each new iPhone has sold as many units as all previous generations combined, Apple executives have joked internally according to recent trial testimony. And it isnt crazy to believe exponential growth can continue for at least one more. Combine pent-up demand among existing iPhone users looking to upgrade, with the possibility that the new model will finally be compatible with the worlds largest carrier, China Mobile, and investors can expect explosive results. 据前不久的庭审证词显示,苹果高管在公司内部开玩笑时曾说,每款新iPhone的销售量都是之前所有几代商品的销售量之和。觉得至少另一款iPhone的销售量也将呈现出这种增长模式并不是不切实质的想法。那些想让手里iPhone更新换代的用户具备潜在需要,再加上新机型可能最后将与全球最大无线运营商中国移动的互联网兼容,基于这两个原因,投资者可以期待新iPhone异常热门的销售状况。 But the device setting those records is itself likely to be just an incremental upgrade over its predecessor, the iPhone 4S. Indeed, if the latest version of Apples mobile operating system is any guide, the newest iPhone may not look that much different from smartphones Apple sold over three years ago. Granted, the screen is expected to be larger and the device thinner. But the actual user experience isnt expected to be very different. 但创造这项纪录的新款iPhone本身却可能只不过iPhone 4S的“增量升级”版。事实上,假如从苹果最新版移动操作系统来判断的话,那样新款iPhone可能与苹果过去三年来售出的智能手机并无太大差别。当然,预计屏幕会变大,机身会变薄,但实质客户体验可能不会有太大不一样。 In one sense, that is good since a reason the iPhone is so popular is that it just works, notes analyst Neil Mawston of research firm Strategy Analytics. The hardware, software and Apple services like iTunes are tightly integrated and easy to use, making the device appealing to a huge swath of non-techie users. That is opposed to, say, devices running 谷歌s Android operating system, where the ability to customize can complicate the user experience. 市场研究公司Strategy Analytics的剖析师莫斯顿指出,从某种意义上说,这是件好事,由于iPhone这样受青睐是什么原因之一是它非常不错用。iPhone的硬件、软件和苹果iTunes等服务融为一体,用便捷,因此很多并不是热衷电子商品的用户也为之着迷。与之形成对比的是搭载GoogleAndroid操作系统的手机,这类商品的定制功能或许会用户体验复杂化。 In another sense, sticking to the iPhones traditional design is a problem, giving rivals a chance to jump ahead with new features. The Windows Phone operating system that Nokia uses has live tiles that display useful information or photos directly on the devices home screen, not just dummy icons you have to touch to launch apps. The camera technology in Nokias latest device is also likely to be superior to Apples. And Nokia is showing its engineering prowess with, for instance, a touch screen that should work for users wearing winter gloves. Such subtle improvements have typically been the hallmark of devices designed under Steve Jobs. 从另一个层面来看,iPhone在设计上坚持走传统路线也有问题,这会给角逐对手一个推出新功能并领先苹果的机会。诺基亚用的Windows Phone操作系统有可直接在手机主屏上显示有用信息或图片的“活动瓷片”,而不止是需要通过碰触才能启动应用程序的一个个图标。诺基亚最小白机使用的相机技术可能也比苹果先进。而且诺基亚现在正在展示其设计实力,如用户携带防寒手套也可以用的触摸屏等。这种细微之处的改进历来都是乔布斯生前在任时苹果商品所具备的特点。 Apple has other powerful advantages, including a huge ecosplayystem of apps. Android also has plenty, but Windows Phone lags far behind. Users that have downloaded lots of apps, not to mention other media from the iTunes store, may find themselves locked into using an iPhone. But if rivals surpass the iPhone in other crucial respects, it becomes harder for Apple to justify the price premium it charges wireless carriers to sell its devices. 除此之外,苹果也有其它强大的优势,包含巨大的应用生态系统。Android也有不少应用软件,但Windows Phone在这方面则远远落后。那些下载了不少应用软件的用户或许会发现自己已不能离开iPhone了。但假如角逐对手在其它重要范围超越iPhone,苹果向无线运营商证明其高价位是合理范畴的困难程度就会增大。 Not long ago, Nokia and BlackBerry looked nearly as impregnable as Apple does today. Apples dominant ecosplayystem should prevent it ever suffering a similar decline. Yet the fact that it finds itself in a hit-driven business is perhaps good reason its shares trade for just 12 times earnings for the fiscal year ending September 2013 despite growing faster than any other company in the SP 500 in 2011, ex-acquisitions. 不久以前,诺基亚和黑莓也曾与现在的苹果一样,有着看上去几乎固若金汤的地位。苹果所主导的应用生态系统应该会预防它重蹈黑莓的覆辙。不过,苹果从事的是一个需要很多人气的行业,这或许就非常不错地讲解了为什么该公司依据截至2013年9月财年预期收益计算的市盈率仅为12倍,尽管苹果的增长速度超越2011年标普500指数任何一家成分股公司(不包含发生回收的公司)。 once upon a time, Apple revolutionized cellphones by turning them into hand-held computers. Resorting to evolutionary design changes would give rivals an opening. 曾几何时,苹果革命性地将手机转变为掌上电脑。而在设计方面采取“增量式改变”将让苹果的角逐对手有机可乘。 The next iPhone should again propel Apples stock and its sales. That may be the time for Apple shareholders to take their money off the table. 下一款iPhone应该会推进苹果股票及销售再上新台阶,可能这也是苹果股东揣好赚到的钱走路的时候了。

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