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    7/21/2009

    全球手机行业利润20%落苹果口袋

     

    华尔街日报报道,根据德意志银行分析师Brian Modoff的最新报告,2008年全球手机行业利润中的35%都落入了苹果和RIM两家公司的口袋,但这两家企业制造的手机iPhone和黑莓,全球市场占有率总和不过3%。其中尤为恐怖的是,苹果iPhone市场占有率仅为1%多一点,但利润额占到全行业的20%。

    苹果和RIM的成功代表了拥有强悍机能、丰富应用、易用软件的智能手机的胜利。目前,智能手机市场只占全球手机市场的13%,不过这一数字正在迅速增长。根据IDC的统计,今年一季度,iPhone和黑莓总计占到了全球智能手机销量的32%。相比之下,制造只拥有基本功能的非智能手机很难得到高额利润,除非你拥有巨大的产量。诺基亚就是如此,去年它占到全球市场份额的46%,利润额则达到全行业的55%。但即使诺基亚也在面临挑战,上周四诺基亚刚刚宣布季度利润下滑66%。而像摩托罗拉、索尼爱立信这样的巨头都还处在亏损当中。

    Brian Modoff预计,2009年全球智能手机市场的增长将更加迅猛,而苹果和RIM的“吸金”优势也会进一步扩大:预计两家合计市场份额将达到5%,而利润则占会到全行业的58%。

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