分析师质疑:IDC对苹果Q1出货量的分析有误

IDC在2019年第一季度的智能手机出货量中表示,苹果iPhone出货量仅为3640万部,同比下降30.2%,在全球智能手机总出货量3.109亿部中,所占市场份额已经降低到了11.7%。

知名分析师尼尔·西巴特(Neil Cybart)对此深表质疑,明确表示IDC最新数据“高度不准确”,甚至到了“令人尴尬”的程度。那么问题到底出在哪里?

在苹果此前的报告中,苹果曾指出“过去三个月的iPhone季度收入为310.51亿美元”,但是如果是3640万台的出货量完全没办法实现这一数据。因此IDC的数据令人尴尬。

事实上,苹果在2019财年第二季度财报中就已经停止公布详细的iPhone出货量数字。不过,苹果仍报告了每个硬件业务的收入情况。其中,iPhone在2019年头三个月的季度营收为310.51亿美元,同比下降了17.3%。如果iPhone出货量暴跌30%,又为了实现310.51亿美元的营收,那意味着苹果iPhone的平均售价推高至850美元以上。但是这与苹果当前现状并不太相符。西巴特分析认为,苹果上一季度应该出货了4300多万部iPhone。平均售价应当在722美元。

事实上小米此前也指出了IDC数据的错误,并指出2019年第一季度,公司智能手机出货量超过2750万台,而非“部分调研机构”的2500万部。部分调研机构关于公司2019年第一季度智能手机出货量的预测数据有误、显失公允,与真实情况相去甚远。而另一分析机构Canalys的数据表明,苹果第一季度智能手机的出货量在4020万部。

事实上即便如此,可能也与苹果的实际销量相去甚远。造成这一原因的很可能是苹果不再在财报中公布手机相关销量。其他手机厂商也往往不会公布相关手机销量。这也造成市场调研机构与真实脱节。而作为盈利性调研机构,免费提供的数据报告,本身不能作为最有价值的参考信息。在官方公告中部分调研机构承认,他们的工作并非通过免费数据来启发公众,而是帮助付费客户“影响消费者行为和购买偏好”,至少Strategy Analytics机构是如此。那么以后你还会相信这些第三方数据吗?

Microsoft 070-412 Study Guides : Configuring Advanced Windows Server 2012 Services

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