美国人看中国

外国人怎么看iPhone在中国竞争力下降?

Apple曾一度成为中国最畅销的产品,现已经下滑到中国第五大手机卖家​​。苹果公司在15年多来首次大幅削减其季度收入预期。库克表示收入不足源于大中华区iPhone销售低于预期。

外评iPhone在中国销量下滑

 

《Apple iPhone Loses Ground to China’s Homegrown Rivals》 (The Wall Street Journal)
《苹果iPhone失去了中国本土竞争对手的地位》(华尔街日报)

 

Apple Inc. brought the high-end smartphone to China. Now it is sputtering as homegrown rivals win over consumers by offering similar designs and features at far lower prices. Apple将高端智能手机带到了中国。现在,随着本土竞争对手以更低的价格提供类似的设计和功能,赢得了消费者的青睐。

 

While Tim Cook, Apple’s chief executive, blamed China’s economic slowdown for weakening sales that hurt its global revenue in the past quarter, the company’s problems run deeper than that. The Cupertino, Calif., tech giant may have underestimated how competitive domestic smartphone makers have become, analysts say. 虽然苹果公司首席执行官蒂姆•库克(Tim Cook)将中国经济放缓归咎于上个季度因全球收入受损导致的销售疲软,但该公司的问题仍然存在。分析师称,这家位于加利福尼亚州库比蒂诺的科技巨头可能低估了国内智能手机制造商的竞争力。

 

Once a top-seller in China, Apple has slipped to the fifth-biggest phone seller in that country, trailing four domestic producers that have all been growing in popularity. Despite developing more features targeted at Chinese consumers, Apple’s market share has stagnated. 苹果曾一度成为中国最畅销的产品,已经下滑到该国第五大手机卖家​​,落后于四家国内生产商,这些生产商的人气越来越高。尽管针对中国消费者开发了更多功能,但苹果的市场份额却停滞不前。

 

Chinese rivals including Huawei Technologies Co. and Oppo and Vivo, which are owned by BBK Electronics Corp., have rolled out popular features such as camera functions designed for users to take better selfies. 中国竞争对手包括华为技术有限公司以及BBK电子公司旗下的Oppo和Vivo,已经推出了一些流行功能,例如专为用户设计的相机功能,以便更好地自拍。

Moreover, Apple’s iOS operating system is proving less “sticky” for Chinese consumers than in other markets because smartphone users spend a large chunk of their phone time inside WeChat , a chat, payments and social-media app from Tencent Holdings Ltd. 此外,苹果的iOS操作系统对于中国消费者而言比其他市场更不“粘”,因为智能手机用户将大部分手机时间用于微信,腾讯控股有限公司的聊天,支付和社交媒体应用。

 

Chinese consumers who won’t pay for the status of brandishing the top-priced iPhone model are considered more fickle when it comes to brands, said Mo Jia, a Shanghai-based analyst at market-research firm Canalys. As the economic slowdown pushes consumers to tighten their purse strings, such consumers are generally more inclined to consider cheaper, non-Apple smartphones, Mr. Jia said. 市场研究公司Canalys驻上海的分析师莫佳表示,中国消费者不会为品牌价格最高的iPhone型号掏腰包,在品牌方面被认为更加变幻无常。贾先生说,随着经济放缓推动消费者收紧钱包,这类消费者通常更倾向于考虑更便宜的非苹果智能手机。

 

Apple on Wednesday slashed its quarterly revenue forecast for the first time in more than 15 years. In a letter to investors, Mr. Cook said the revenue shortfall stemmed from lower-than-anticipated iPhone sales in Greater China. 周三苹果公司在15年多来首次大幅削减其季度收入预期。在给投资者的一封信中,库克表示收入不足源于大中华区iPhone销售低于预期。

 

The worse-than-expected performance in China adds to pressure on Isabel Ge Mahe, who was appointed in 2017 to oversee the crucial market that accounts for almost 20% of Apple’s global sales. Apple posted sales growth in the Greater China region for five consecutive quarters until the quarter that ended Sept. 29. 中国业绩差于预期增加了Isabel Ge Mahe的压力,他于2017年被任命为负责监管苹果全球销售额近20%的关键市场。苹果公司连续五个季度在大中华地区的销售增长,直到截至9月29日的季度。

 

Following the arrest in Canada last month of the Huawei’s chief financial officer Meng Wanzhou at the behest of U.S. prosecutors investigating sanctions violations, some Chinese companies have openly encouraged their employees to purchase Huawei phones. 上个月,在美国检察官调查违反制裁规定的情况下,华为首席财务官孟万洲在加拿大被捕后,一些中国公司公开鼓励员工购买华为手机。

 


外国网友评论:

MICHAEL CORRIGAN : Apple has built a phone with not so hot features and tried to pass it off at really bloated prices.  People revolt and don’t purchase.  Stock takes a dump and Cook blames China.  The Apple mystique vanishes as people go for cheaper phones at 1/3 of the price of iPhone.  苹果已经制造出一款功能不那么火爆的手机,并试图以超高的价格将其卖掉。人们反抗而不购买。股票被抛售,库克指责中国。随着人们以iPhone 1/3的价格购买更便宜的手机,苹果的神秘感消失了。
Joseph Solomkin : I’m missing something. Their market share remains at 8%, with a growing market. Difficulties mass models selling over the top price (for a substantially poorer population than US) has been harmed without a killer feature.I would have expected WSJ to identify more specfic problems. 我错过了什么。他们的市场份额保持在8%,市场不断增长。在没有杀手级功能的情况下,销售超高价(针对比美国更贫穷的人口)的大众车型遇到了困难。我本希望华尔街日报能找出更多的特殊问题。
Sam Pyeatte : American companies seem to be operating under a “stupid” spell.  Of course China steals from ALL companies that manufacture in China, yet the companies keep going there.  The manufacture of most products can be at least partially automated.  Generally speaking the only part of the manufacturing process that is better done by humans is final assembly where “fit and form” is critical. 美国公司似乎在“愚蠢”的魔咒下运营。当然,中国从所有在中国制造的公司那里偷东西,但这些公司仍在继续努力。大多数产品的制造至少可以部分自动化。一般来说,制造过程中最好由人类完成的唯一部分就是最后的任务。在“合身和造型”至关重要的地方进行装饰。
Rene Pharisien : It would be interesting to know how the “homegrown competitors” developed their technology to compete against the “designed in Silicon Valley – made in China” i-Phones.  了解“本土竞争对手”是如何开发自己的技术来与“硅谷设计-中国制造”的iphone竞争的,这将是一件有趣的事情。
Jim Ridenhour : many use Qualcomm chips.  Qualcomm recently announced a 5G chip with more features and capability than anything Apple currently has.   Apple owes Qualcomm over 7 billion dollars in unpaid royalties.  Apple has tried around the world to put Qualcomm out of business by destroying Qualcomm’s patent  licensing model.  As a parting shot, the Obama admin FTC filed a lawsuit for anti-competitive practices against Qualcomm in the final days of the administration.  Trial begins this week.If the FTC prevails, much of Qualcomm’s intellectual property will be available free to not only Apple but also Huawei and other Chinese competitors.  Talk about stupidity on the part of the government, take our IP champion out and let the rest of the world win!  How stupid is that? 许多人使用高通公司的芯片。高通公司最近宣布推出一款功能和性能超过苹果目前任何产品的5G芯片。苹果欠高通公司超过70亿美元的未付版税。苹果在世界各地试图摧毁高通公司的专利许可模式,以使高通公司退出业务。作为一个告别式,奥巴马联邦贸易委员会(FTC)的一位行政官员在本届的最后几天对高通公司提起了反竞争的诉讼。本周开始审判。如果联邦贸易委员会胜诉,高通公司的大部分知识产权将免费提供给苹果、华为和其他中国竞争对手。谈到方面的愚蠢,我们的知识产权冠军出局了,让世界其他地方获胜!这有多蠢?
C Wung : In a nutshell, way too expensive! That is a global sentiment on Apple products, not just in China. The fat profit days are over given the maturity of the product. 简而言之,太贵了!这是全球对苹果产品的看法,而不仅仅是在中国。考虑到产品的成熟度,丰厚的利润日已经过了。
C Cook : Given that Apple the ONLY smartphone company making gross margin, hard to say ‘those days are over’.More likely, a pile of new Chinese competitors will go away before Apple.Depending on how much of the Chinese taxpayers money they can suck down.  鉴于苹果是唯一一家实现毛利率的智能手机公司,很难说“那些日子已经过去了”。更有可能的是,一堆新的中国竞争对手将先于苹果离开。这取决于中国纳税人能从中吸取多少钱。
Dominik Stepan : Apple should start courting its customers again instead of it shareholders ! There is a difference between healthy profit margins and pure greed ! 苹果应该重新开始向客户求爱,而不是向股东求爱!健康的利润率和纯粹的贪婪是有区别的!
Steven Chen : 10 years agoiPhone was KING in Chinese markettime has changedChinese smart phone makers have caught up it is time for Tim Cook to emulate Trump by yelling:Make Apple Great Again – MAGAChinese love slogans  十年前,iPhone在中国市场称霸一时,中国的智能手机制造商已经赶上了是时候让蒂姆·库克模仿特朗普大喊:“让苹果再伟大一次”—的爱情口号
Andre Leonard : “Despite developing more features to woo Chinese consumers, Apple’s market share has stagnated”There is a beginning, a middle and an end to everything. “尽管开发了更多的功能来吸引中国消费者,苹果的市场份额却停滞不前”,一切都有开始、中间和结束。
C Cook : Apple is the number ONE premium brand in China. Not just for smartphones, but for ALL products.Scarcity creates desirability.  Image creates margin. 苹果是中国第一大优质品牌。不仅仅是智能手机,而是所有产品。稀缺创造了可取之处。形象创造利润。
Liang Xiang : Apple always charges a premium for it products, but the brand is losing its cachet among Chinese consumers. The next big question is whether the trend will happen with its US customer base. 苹果总是对其产品收取额外的费用,但这个品牌正在失去在中国消费者中的威望。下一个大问题是,美国客户群是否会出现这种趋势。
Owen Monroe : Do you hate capitalism? I think competition is a good thing.  你讨厌资本主义吗?我认为竞争是件好事。
Jeff Boone : If you really understand capitalism it requires the sharing of the returns with labor.  Otherwise it is three guys at the top making the coin.  That is not real capitalism.   如果你真的了解资本主义,那就需要与劳动分享回报。否则,就是三个顶尖人物在制造硬币。那不是真正的资本主义。
Jian Yang : GM, McDonlad, Microsoft, GE, Starbucks… all have dominate market position in China for 20 years and more. China was small American export market when China opened up, now China is the the 3rd largest export market for the US…can ignorant American ever speak with facts? Just because China grew much faster than the US, now you calling China win at the expense of the US? 通用、麦克唐纳德、微软、通用、星巴克……他们都在中国占据了20多年的市场地位。当中国开放时,中国是美国的小出口市场,现在中国是美国的第三大出口市场……无知的美国人能说出事实吗?仅仅因为中国的增长速度比美国快得多,现在你说中国是以牺牲美国为代价取胜的?
Heath Anderson : Apple can also blame it’s high prices.  I’m not an Apple fan but even it I were, I wouldn’t spend that much on a phone.  Time to bring prices back to earth.   苹果也可以怪它的价格太高。我不是苹果的粉丝,但即使是我,我也不会花那么多时间在电话上。是时候把价格带回地上了。
MICHAEL SHORE : The $1,500 smartphone market is small and shrinking, especially where the main thing you are paying for compared to other smartphones is a little bitten apple logo. 1500美元的智能手机市场规模很小,而且正在萎缩,尤其是与其他智能手机相比,你要支付的主要费用是一个被咬了一口的苹果标志。
Owen Monroe :Maybe Apple can secretly find a much cheaper phone. Those are treacherous waters, though. In general, Apple only has a small number of options to escape this conundrum. However, they have the money . But so did Blackberry and Nokia. They didn’t do so well. 也许苹果可以秘密地找到一部便宜得多的手机。不过,这些都是危险的领域。总的来说,苹果只有很少的选择来逃避这个难题。但是,他们有钱。但黑莓和诺基亚也是如此。他们做得不太好。
C Cook : Drop prices = lower margins.Will end up like ALL the other smartphone companies,  selling lots of stuff but not making any money. HP and Dell PCs for instance.All major consumer electronics companies, save Samsung, are OUT of the smartphone business.Why? Because western governments do not subsidize them as the Chinese do their companies. And, the other countries don’t let their Army tap into user data as the Chinese do.  降价=利润率较低。最终会像其他智能手机公司一样,销售大量产品,但没有盈利。例如,惠普和戴尔PC。除三星外,所有主要的消费电子公司都退出了智能手机业务。为什么?因为西方不像中国那样资助他们的公司。而且,其他国家不允许他们的军队像中国那样利用用户数据。
J Seders : How much of Huawei and these other thieves is actual Apple property? 华为和其他窃贼中有多少是苹果的财产?
Stephen Orr : Until it becomes discovered that the Chinese made phones are easily hackable and all of your privacy is uploaded to behind the Great Wall of China….  Commodity, not.  I prefer a more secure smartphone with my information and would pay more for even more security.  直到发现中国制造的手机很容易被黑客攻击,你的所有隐私权都被上传到中国长城的后面……商品,不是。我更喜欢有我的信息的更安全的智能手机,而且会为更安全的信息支付更多的费用。
Graham Arader : The  employees of Apple wont let their children near an iphone.  苹果公司的员工不会让他们的孩子靠近iPhone。
TONY TERI : The phones made by Chinese companies are much more affordable than Apples.   中国公司生产的手机比苹果便宜得多。
C Cook : And, you get the FREE BACKUP of all your calls, data, and financial passwords to the Red Army servers.No doubt the same ones that hold all the data from Equifax, IRS, and Bureau of Personnel for the US Civil Service. And, plans for most of our military gear.I wonder why that isn’t part of their advertising?? 而且,你可以免费备份你所有的电话、数据和财务密码到红军服务器上。毫无疑问,这些数据和那些保存着美国公务员的Equifax、IRS和人事局的所有数据的数据是一样的。而且,我们大部分的军装都有计划。我想知道为什么这不是他们广告的一部分??
James Burt : They copied it.  Duh. 他们抄袭了。
Alexander Aghayan : The iPhone needs  a new form factor  and name. It’s starting to sound dated like Oldsmobile.  iPhone需要一个新的外形和名称。它开始听起来像Oldsmobile。
David Markun : Except where, as mentioned in the article, the Chinese brands were feature leaders and Apple has copied them.  Consumers benefit when manufacturers stand on each others’ shoulders to create better products. 除了文中提到的中国品牌是功能领先者,苹果也复制了它们。当制造商站在彼此的肩上创造更好的产品时,消费者会受益。
Geoffrey Polma : Supply and demand catches up.  Chinese makers like Huawei and OnePlus make cell phones that are roughly comparable to Apple’s best for maybe 55% of the price, hard for Apple to compete.   供求赶上。像华为和OnePlus这样的中国制造商生产的手机价格大约为苹果的55%,与苹果的最佳产品大致相当,苹果很难竞争。

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