Lex专栏

Lex_Apple:test of endurance
“iPhone盛世”将终结?


Lex专栏:2011年乔布斯去世的时候,iPhone销量还在翻番地增长。几乎可以肯定,他的继任者蒂姆•库克将在任期内眼看着这股持续增长势头终结。

When Steve Jobs died in 2011, iPhone sales were still doubling year on year. It is a safe bet that his successor, Tim Cook, is going to preside over the end of continuous growth. In quarterly earnings in two weeks, analysts still expect Apple to have sold 1m or more phones than the 74.5m it achieved in the same quarter last year, with Chinese demand crucial. If it turns out that Apple has sold fewer, it will be a blow to the credibility of Mr Cook, who primed the market to expect growth. But the timing hardly matters. If it is not coming this quarter, the decline is priced in for the next one.

2011年史蒂夫•乔布斯(Steve Jobs)去世的时候,iPhone销量还在翻番地增长。几乎可以肯定,他的继任者蒂姆•库克(Tim Cook)将在任期内眼看着这股持续增长势头终结。苹果将于两周内发布季度财报,分析师们仍预期iPhone销量将比去年同期的7450万部增加100万部以上,其中manbetx3.0 的需求是关键。如果销量下滑,将对库克本人的信誉造成打击,因为他事先放出的风声让市场认为增长可期。但时间点并不重要,如果这个季度销量没有下滑,投资者也预期下个季度就会下滑。

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