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苹果新款低价智能手机或将成为其秘密武器,美国雅虎网友评

Is Apple's New Lower-Priced Smartphone Its Secret Weapon?

苹果新款低价智能手机其“秘密武器吗?

 

Fresh off its $1 trillion market cap, Apple (NASDAQ: AAPL) held its annual product reveal last month. The company released a new flagship iPhone -- the XS (read 10 S) -- as well as a larger version of its top-of-the-line model, the XS Max. The devices had a number of pricing options starting at $999 and climbing as high as $1,449, depending on the model and amount of memory chosen.

市值破万亿美元不久后,苹果于上月举行了年度产品发布会,发布了新款旗舰机型——iPhone XS(即10S),以及一款更大版本的顶级机型XS Max。这两款机型有多种定价,起价为999美元,最高价格为1449美元,具体价格取决于所选的型号和容量。

One of the more surprising revelations from the event was the introduction of the iPhone XR. The lower-cost device contains a surprisingly robust set of features and carries a price tag 25% lower than the XS model. Many have noted that the XR could potentially cannibalize sales of the higher-priced models as consumers look for more cost-effective iPhone options from Apple.

令人惊讶是iPhone XR的推出这款低成本的手机拥有令人惊讶的强大功能,而且价格比XS低25%。由于消费者寻求更划算的iPhone选择,XR可能会蚕食高价iPhone机型的销售。

Now, a renowned Apple follower is signaling that demand for the device could be much better than initially expected.

著名苹果分析师表示对新机型的需求可能比最初预期的要得多。

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The analyst

Noted analyst Ming-Chi Kuo, with TF International Securities, is known for his impressive track record regarding Apple product predictions. His insight into the company is the result of his close industry relationships and strong ties with many of the companies in Apple's supply chain.

分析师

天风国际证券著名分析师郭明錤以准确预测苹果产品而闻名。他对苹果公司的深入了解是由于他与苹果供应链中的许多公司有着密切的行业关系和紧密的联系。

Earlier this week, Kuo increased his estimates for the calendar fourth quarter (which is Apple's fiscal first quarter). The analyst now believes iPhone shipments will top out between 78 million and 83 million, up from a prior estimate of 75 million to 80 million. This would result in an increase of 4% at the midpoint compared to the 77.3 million iPhones Apple sold in the prior-year quarter.

本周早些时候,郭明錤上调了他对今年第四季度的预期(即苹果公司的第一财季)。把第四季度iPhone出货量预期从7500万部至8000万部,上调至7800万部至8300万部。苹果在去年同期售出了7730万部iPhone,因此iPhone第四季度的出货量同比增加4%

What's driving this newfound enthusiasm for iPhone shipments? Apple's low-cost option, the iPhone XR.

是什么推动了iPhone出货量?苹果的低选择,iPhone XR。

Much greater potential

Kuo believes that Apple will ship between 36 million and 38 million units of the XR, a 10% increase from his previous estimate of 33 million to 35 million units. These higher shipments will be the result of not only strong replacement demand, but also an improved supply, which was expected to ramp up in early October.

更大的潜力

郭明錤认为,苹果XR的出货量将在3,600万至3,800万部之间,比他此前预计的3,300万至3,500万部增加10%。出货量提高将不仅是因为强劲的换机需求,还因为供应的改善,预计供应将在10月初增加。

The noted Apple-watcher says the "larger display, longer battery life, dual SIM-support, and new form factor design," will lead to increased demand for the XR, especially in light of its lower cost. With a starting price of $749 for the XR -- compared to a base cost of $999 for the XS -- Kuo is forecasting a more robust product cycle for Apple than occurred with the iPhone 8 and 8 Plus last year.

这位著名的苹果分析师表示,iPhone XR拥有更大的显示屏,更长的电池待机时间,双SIM卡支持以及新设计元素,这提高XR的需求,特别尤其是考虑到它的售价低。XR的起价为749美元,而XS的起价为999美元。郭明錤预计,iPhone XR产品周期将比去年iPhone 8和8 Plus更为强劲。

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