緗戞槗縐戞妧璁?4鏈?0鏃ユ秷鎭紝鎹濯掓姤閬擄紝闅忕潃鏂板瀷鍐犵姸鐥呮瘨鐤儏鐖嗗彂錛屽叏鐞冩櫤鑳芥墜鏈洪渶姹傞兘鍛堢幇鍑烘毚璺岃秼鍔褲傚湪搴斿榪欑鎯呭喌鏃訛紝鑻規(guī)灉浼間箮姣旂珵浜夊鎵嬪仛寰楁洿濂斤紝閫氳繃鍦ㄤ腑鍥芥帹鍑烘墦鎶榠Phone 11浠ュ強鏂版浣庝環(huán)iPhone SE紜繚甯傚満浠介銆傚湪鏂板啝鐤儏鐖嗗彂鍚庯紝鑻規(guī)灉鍏抽棴浜嗙粷澶у鏁板湴鍖虹殑闆跺敭搴楋紝澶т腑鍗庡尯鎴愪負鍏朵富瑕侀浂鍞競鍦恒?/p>
鍒嗘瀽甯堣〃紺猴紝棰勮娑堣垂鑰呮敮鍑哄皢浼氬噺寮憋紝鍥犱負鐤儏宸蹭嬌緇忔祹闄峰叆鐦棯錛岃岃嫻鏋滀綔涓哄叏鐞冨競鍊肩浜岄珮鐨勭鎶鍏徃錛屾帹鍑轟簡鏂版浣庝環(huán)iPhone錛屼粠鑰屾洿濂藉湴姝﹁浜嗚嚜宸便?/p>
Evercore鍒嗘瀽甯堥樋綾崇壒路杈鵑噷浜氱撼灝?Amit Daryanani)鍦ㄧ爺絀舵姤鍛婁腑縐幫細鈥滃湪鐤儏榪囧悗鐨勫揩閫熷鑻忔柟闈紝鑻規(guī)灉灝嗘瘮澶у鏁板叕鍙稿浜庢洿鏈夊埄鐨勫湴浣嶃傛垜浠涓洪渶姹傛槸琚尋鍑烘潵鐨勶紝涓嶄細瀹屽叏娑堝け銆傗濅粬琛ュ厖璇達紝鍞環(huán)399緹庡厓鐨刬Phone SE鐨勬帹鍑鴻〃鏄庯紝鑻規(guī)灉鐨勪緵搴旈摼鍦ㄤ粖騫存棭浜涙椂鍊欏叧闂暟鍛ㄥ悗錛屾鍦ㄩ噸鏂版仮澶嶆甯搞?/p>
Refinitiv姹囨葷殑鏁版嵁鏄劇ず錛屽垎鏋愬笀棰勮鑻規(guī)灉絎簩璐㈠钀ユ敹灝嗕笅闄?%錛屽噣鍒╂鼎灝嗕笅闄?1%銆?/p>
鏈湀鏃╀簺鏃跺欙紝涓浗鍑犲鍦ㄧ嚎闆跺敭鍟嗗皢iPhone 11鐨勪環(huán)鏍煎ぇ騫呬笅璋冧簡18%錛岃繖鏄嫻鏋滆繃鍘葷敤鏉ユ彁鎸渶姹傜殑絳栫暐銆傝櫧鐒剁ぞ浜ゅ獟浣撴渶鍒濆鏂版iPhone SE鐨勫弽搴斿鉤娣★紝浣嗗垎鏋愬笀琛ㄧず錛屼粬浠湅鍒伴渶姹傛湁鎵鍥炲崌銆?/p>
甯傚満鐮旂┒鍏徃Canalys璐熻矗榪借釜鏅鴻兘鎵嬫満琛屼笟鍔ㄦ佺殑鍒嗘瀽甯堝Ξ鍙峰江(Nicole Peng)琛ㄧず錛屾洿渚垮疁鐨刬Phone SE鍙兘浼氳浣縤Phone鐢ㄦ埛閫夋嫨鍗囩駭璁懼錛屽惁鍒欏湪緇忔祹鐤茶蔣鐨勬儏鍐典笅錛屼粬浠彲鑳戒細鎺ㄨ繜璐拱鏂版墜鏈恒傚ス璇達細鈥滀漢浠笇鏈涢伩鍏嶇粡嫻庝綆榪鋒椂鏈熺殑涓嶇‘瀹氭э紝鑰岃嫻鏋滄伆濂藉彲浠ュ熸灞曠ず鍏舵墜鏈鴻川閲忥紝璁╀漢浠笉閭d箞鎷呭績鏁呴殰鎴栧敭鍚庢湇鍔★紝榪欏彲浠ュ惛寮曚拱瀹躲傗?/p>
鏃╂湡鏁版嵁鏄劇ず錛屼腑鍥芥櫤鑳芥墜鏈哄競鍦哄湪鐤儏榪囧悗姝e湪榪呴熷鑻忥紝鑻規(guī)灉鎵嬫満鐨勯渶姹傜浉瀵圭ǔ瀹氥俰Phone 3鏈堜喚鍦ㄤ腑鍥界殑閿閲忓悓姣斿闀?1%錛屾槸2鏈堜喚鐨勪笁鍊嶅錛岃繖鎰忓懗鐫浠婂勾絎竴瀛e害鍏跺湪涓浗鐨勯攢閲忓彲鑳藉彧浼氫笅婊?%銆?/p>
鍙互鑲畾鐨勬槸錛屼腑鍥介渶姹傜殑澶嶈嫃涓嶄細鎶墊秷緹庡浗鍜屾媧茬殑閿鍞崯澶便傛澶栵紝鑻規(guī)灉灝氭湭鎺ㄥ嚭5G鐗堟櫤鑳芥墜鏈猴紝榪欐槸鑻規(guī)灉鍒扮洰鍓嶇殑涓涓姡鍔褲備絾鍒嗘瀽甯堣〃紺猴紝鍦ㄧ洰鍓嶇殑鑺備凱鐜涓嬶紝鍚屾牱鏄傝吹鐨?G鏈哄瀷鍙兘涓嶄細鍗栧緱寰堝ソ銆?/p>
甯傚満鐮旂┒鍏徃Strategy Analytics榪借釜鏅鴻兘鎵嬫満琛屼笟鍔ㄦ佺殑鍒嗘瀽甯堢惓杈韭瘋嫃(Linda Sui)琛ㄧず錛氣滃鏋滄病鏈夊法棰濊ˉ璐達紝鎴戞鐤戜細鏈夊灝戞櫤鑳芥墜鏈虹敤鎴鋒ヤ簬鍗囩駭鍒?G銆傗濆ス棰勮2020騫磇Phone鍑鴻揣閲忔渶澶氬彧浼氫笅闄?涓櫨鍒嗙偣錛岃屼腑鍥藉巶鍟嗙殑鍑鴻揣閲忓皢鍑虹幇涓や綅鏁扮殑涓嬮檷銆?/p>
鑻規(guī)灉榪樻湁鏉ヨ嚜鏈嶅姟涓氬姟鐨勬敹鍏ュ彲浠ヤ緷闈犮傚畠鍒╃敤鍏跺簽澶х殑iPhone鐢ㄦ埛鍩虹錛屽鍔犱簡鏉ヨ嚜闊充箰銆佸簲鐢ㄧ▼搴忋佹父鎴忓拰瑙嗛絳夋柟闈㈢殑鏈嶅姟鏀跺叆銆?/p>
Cowen鍒嗘瀽甯堝厠閲屾柉路妗戝崱灝?KrishSankar錛夎錛氣滆嫻鏋滄湇鍔¢儴闂ㄥ湪褰撳墠闇瑕佸湪瀹跺伐浣滅殑鐜涓簲璇ヤ細淇濇寔寮規(guī)э紝浠庤岃瘉鏄庤嫻鏋滄ā寮忕殑鎸佷箙鎬с傗濓紙灝忓皬錛?/p>
寤朵幾闃呰
浜斾竴鍑洪棬娉ㄦ剰鍟ワ紵瀹呭璐墿涔扮偣鍟?鏈寮烘敾鐣ョ湅榪囨潵
鏇瑰漿璋堢憺寰瘋タ闊︼細鏈兂瀹冭兘鑰冩竻鍗庯紝瀹為檯涓婁笉浜嗕竴鏈?/p>
璇佺洃浼氫笅璋冪孩絳瑰洖A闂ㄦ錛屸淏AT鈥濅滑鏈夋湜鍥炲綊