引用:
作者weiter5494@2014-04-08, 03:24 PM #114
...HTC One M8神州纏鬥Galaxy S5,勝算何如?
HTC季報顯示,
1Q14營收331.2億元(1Q13為428億)
1Q14營益率-6.18%(1Q13為0.1%)
今年三月營收162.25億元(Mar'13為158.8億元)
相較M7上市時供貨吃緊的去年三月,今年三月有號稱貨源充足的M8與「iPhone 5c殺手」的Desire 816,營收最終年增2.2%。
值得注意的是,HTC當初是遲至2月中旬才提出首季營運目標340~360億元,最後營收仍是無法達陣。
M8比去年的M7倍受禮讚,且供應無虞,佐以Desire 816衝鋒,HTC接下來的表現理應超越去年,拭目以待。
PS:
2013年4月營收195.9億
2013年5月營收290億
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跟據『Apple通』Michael Walkley對美國四大電信商實體門市的例行每月銷售調查顯示,HTC One M8自3月27日起在龍頭Verizon(占全美手機銷售約35%~40%)上架迄月底五天以來,已打破iPhone 5s、GS4、Note 3穩占Top 3的局面,擠下GS4,躍升亞軍。理論上,這應已反映在HTC三月份的的部分業績,而進入4月,四大電信商已全面上架M8,同時也接受Samsung GS5的預購,然後在4月11日全面供貨。屆時將是王對王,毫無取巧的強強對幹。
在虛擬通路方面,16GB版GS5@$190跟32GB版M8@$150已開打,而後者的價位相同於32GB版Note 3。Amazon top 20中,GS5、GS4、Note 3、Note 2共占了15席,M8奪得亞、季軍兩個席次。
Best Sellers in Contract Cell Phones on Amazon, checked at 22:30, Apr 9'2014 TW time.
1. Samsung Galaxy S5, Black 16GB (AT&T) - $189.99 - $699.99
2. HTC One M8, Gunmetal Grey 32GB (Verizon) - $149.99 - $649.99
3. HTC One M8, Gunmetal Grey 32GB (Sprint) - $149.99 - $649.99
4. Samsung Galaxy Note 3, Black 32GB (Verizon) - $149.99 - $709.99
5. Samsung Galaxy S4, Black Mist 16GB (Sprint) - Click to see price
6. Samsung Galaxy S5, Black 16GB (Sprint) - $189.99 - $699.99
7. Samsung Galaxy S4, Black 16GB (Verizon) - $0.01 - $599.00
8. Samsung Galaxy S4, Purple (Sprint) - Click to see price
9. Samsung Galaxy S4, White Frost 16GB (AT&T) - $0.01 - $629.99
10. Samsung Galaxy S4, Black Mist 16GB (AT&T) - $0.01 - $629.99
11. Samsung Galaxy S5, Black 16GB (Verizon) - Currently unavailable
12. Samsung Galaxy S5, White 16GB (Sprint) - $189.99 - $699.99
13. Samsung Galaxy Note 3, White 32GB (Sprint) - Click to see price
14. - Samsung Galaxy S5, White 16GB (AT&T) - $189.99 - $699.99
15. Motorola DROID MAXX, Black 32GB (Verizon) - $69.99 - $569.99
16. LG G2, Black 32GB (Verizon Wireless) - $29.99 - $539.99
17. Samsung Galaxy Note 3, White 32GB (Verizon) - $149.99 - $709.99
18. Samsung Galaxy Note 3, Black 32GB (Sprint) - Click to see price
19. Nokia Lumia Icon, Black 32GB (Verizon) - $149.99 - $599.00
20. Samsung Galaxy Note II, Titanium 16GB (Sprint) - $0.01 - $599.99
因為iPhone 5s發售已半年,4月份起在兩大Android機皇夾攻下,料將讓出蟬聯已久的冠軍寶座,待9月份iPhone 6回歸。
Apple's position may be in peril, as many Android buyers are thought to have been waiting for the release of the HTC One M8 and Samsung's new Galaxy S5 before upgrading.
Those launches could knock Apple out of the top spot next month, though the company would likely win back its crown with the launch of the so-called iPhone 6. We believe Apple will win back meaningful high-end market share during H2/C2014 based on our belief
new iPhones with larger screen sizes could create a strong upgrade cycle among Apple's loyal base. With our surveys indicating strong customer loyalty for the iPhone, we believe Apple could strongly benefit from a broader adoption of new service plans with early-upgrade options. Further, with these plans facilitating annual upgrades to new smartphones, we believe these plans in the coming years could in fact boost iPhone replacement sales and help Apple grow sales in the more saturated and mature developed countries that sell a greater mix of high-end smartphones.
- T. Michael Walkley with Canaccord Genuity