苹果公司恐要栽在低估中国对手上
苹果公司(Apple Inc., AAPL)曾经将高端智能手机带到了中国。如今中国本土竞争对手推出了设计与功能相似但价格低得多的手机,赢得消费者青睐,而苹果公司在华步履维艰。
虽然苹果公司首席执行长库克(Tim Cook)将导致上一财季全球收入受损的销售疲弱归咎于中国经济放缓,但该公司的问题不止于此。分析师认为,这家总部位于加州丘珀蒂诺的科技巨头恐怕低估了中国本土智能手机制造商的竞争力。
苹果公司在中国一度是最畅销手机的制造商,但目前在华排名已滑落至第五位,落后于人气越来越旺的四家中国本土制造商。虽然苹果公司特地针对中国消费者开发了更多功能,但在华市场份额却停滞不前。
华为技术有限公司(Huawei Technologies Co.)以及同属广东步步高电子工业有限公司(BBK Electronics Corp.)旗下的广东欧珀移动通信有限公司(OPPO)和维沃移动通信有限公司(Vivo)等中国竞争对手纷纷推出了热门功能,如自拍效果更好的相机功能。
Marbridge Consulting驻北京的董事总经理Mark Natkin表示,其他公司更了解中国消费者的关注点在哪。
此外,苹果iOS操作系统在中国市场的消费者粘性比其他市场低,因为中国用户使用手机的大部分时间都用在微信(WeChat)上。微信是腾讯控股有限公司(Tencent Holdings Ltd., 0700.HK, TCEHY, 简称:腾讯)推出的一款聊天、支付和社交媒体应用。
市场研究公司Canalys驻上海分析师贾沫说,一些中国消费者不愿意为了炫耀而购买价格最高的iPhone手机,这些消费者选择品牌时更加善变。贾沫表示,随着经济放缓促使消费者收紧钱包,这类消费者通常更倾向于考虑更便宜的非苹果公司智能手机。
周三苹果公司逾15年来首次下调财季收入预期。库克在致投资者的信中表示,下调收入预期是因为大中华地区iPhone销售不及预期。
苹果公司在中国市场弱于预期的表现令Isabel Ge Mahe压力增大。2017年,她受命负责这个重要的市场。中国市场在苹果公司全球销售额中占比近20%。在截至9月29日的财季之前,苹果公司大中华地区销售额连续五个财季实现增长。
Canalys的数据显示,中国智能手机总体发货量已经连续七个季度下滑。苹果公司截至去年9月底的九个月手机发货量同比减少11.8%,尽管其市场份额上升0.2个百分点,至7.8%。
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