Apple的胜利圈:边缘中的笔记

正如我写道的那样这里在去年年底,追踪Apple和谷歌的移动平台的速度是如何不再有趣的。他们都赢了,两者都有大多数他们想要的,或多或少,在这个阶段,在这个阶段,iPhone或Android手机销售公告真的只是胜利圈。这反映在谷歌以来,谷歌自去年夏天没有新的Android销售统计数据。

与此同时,识别苹果手表将如何做的事情已经太早了。Apple意味着2-3米的单位销售和超过一个季度的收入超过1亿美元,这显然杀死了“翻转”的故事,但随着这个图表所显示,这并不是强烈的指示下一个会发生什么。

Sales in the first 90 days after launch are not a safe way to look at new Apple products pic.twitter.com/fzBMKVqeVt

\u2014 Benedict Evans (@BenedictEvans) July 15, 2015\n","url":"https://twitter.com/BenedictEvans/status/621213253834702848","resolvedBy":"twitter","floatDir":null,"authorName":"Benedict Evans","version":"1.0","resolved":true,"type":"rich","providerName":"Twitter","providerUrl":"https://twitter.com"}" data-block-type="22" id="block-yui_3_17_2_1_1437585873806_17406">

因此,而不是详细分析结果(作为卖方分析师的结果,我们曾经调用了“维护研究”),这里有一些注释我在Twitter的边缘潦草地带,以及一个基本的表情符号摘要。

Apple results in full: \n\uD83D\uDCF1\uD83D\uDCC8\uD83C\uDDE8\uD83C\uDDF3\uD83D\uDCC8\uD83D\uDCBB\uD83D\uDCC8\n\uD83D\uDC8A\uD83D\uDCC9\n\uD83D\uDCF1\uD83C\uDDE9\uD83C\uDDEA\uD83C\uDDF0\uD83C\uDDF7\uD83C\uDDEA\uD83C\uDDF8\uD83D\uDCC8\n\u231A\uFE0F\uD83D\uDC4D\uD83C\uDFFB\u2753\uD83D\uDD51\n\uD83C\uDFA7\u2753\uD83D\uDD51\n\uD83D\uDCB3\uD83C\uDDEC\uD83C\uDDE7\n\uD83D\uDCB5\uD83D\uDCC8\uD83D\uDE13\n\uD83D\uDCB0\uD83D\uDCB0\uD83D\uDCB0\uD83D\uDCB0\uD83D\uDCB0\uD83D\uDCB0\uD83D\uDCB0\uD83D\uDCB0\uD83D\uDCB8\n\uD83D\uDCFA\u2753\uD83D\uDE99\u2753\uD83D\uDE80\u2753

\u2014 Benedict Evans (@BenedictEvans) July 22, 2015\n","url":"https://twitter.com/BenedictEvans/status/623923760819650560","resolvedBy":"twitter","floatDir":null,"authorName":"Benedict Evans","version":"1.0","resolved":true,"type":"rich","providerName":"Twitter","providerUrl":"https://twitter.com"}" data-block-type="22" id="block-yui_3_17_2_2_1437590179472_11487">

A tale of two curves pic.twitter.com/cax7fH0w9v

\u2014 Benedict Evans (@BenedictEvans) July 21, 2015\n","url":"https://twitter.com/BenedictEvans/status/623597339190538240","resolvedBy":"twitter","floatDir":null,"authorName":"Benedict Evans","version":"1.0","resolved":true,"type":"rich","providerName":"Twitter","providerUrl":"https://twitter.com"}" data-block-type="22" id="block-yui_3_17_2_1_1437585873806_18590">

No-one wants iPhones in China pic.twitter.com/KXn6RY12eF

\u2014 Benedict Evans (@BenedictEvans) July 21, 2015\n","url":"https://twitter.com/BenedictEvans/status/623599103037931520","resolvedBy":"twitter","floatDir":null,"authorName":"Benedict Evans","version":"1.0","resolved":true,"type":"rich","providerName":"Twitter","providerUrl":"https://twitter.com"}" data-block-type="22" id="block-yui_3_17_2_1_1437585873806_19410">

Probably better to think about tablets as part of the (declining) PC market, not 'mobile' pic.twitter.com/7eUl3fkVyI

\u2014 Benedict Evans (@BenedictEvans) July 21, 2015\n","url":"https://twitter.com/BenedictEvans/status/623605633716064256","resolvedBy":"twitter","floatDir":null,"authorName":"Benedict Evans","version":"1.0","resolved":true,"type":"rich","providerName":"Twitter","providerUrl":"https://twitter.com"}" data-block-type="22" id="block-yui_3_17_2_1_1437585873806_20235">

Apple revenue: Double S? Rollercoaster? pic.twitter.com/KqCyPJqniU

\u2014 Benedict Evans (@BenedictEvans) July 22, 2015\n","url":"https://twitter.com/BenedictEvans/status/623663277701222402","resolvedBy":"twitter","floatDir":null,"authorName":"Benedict Evans","version":"1.0","resolved":true,"type":"rich","providerName":"Twitter","providerUrl":"https://twitter.com"}" data-block-type="22" id="block-yui_3_17_2_1_1437585873806_21061">

Symbolic: iOS unit sales are now matching Windows PCs. pic.twitter.com/4qsNg3ntYW

\u2014 Benedict Evans (@BenedictEvans) July 22, 2015\n","url":"https://twitter.com/BenedictEvans/status/623668376280395776","resolvedBy":"twitter","floatDir":null,"authorName":"Benedict Evans","version":"1.0","resolved":true,"type":"rich","providerName":"Twitter","providerUrl":"https://twitter.com"}" data-block-type="22" id="block-yui_3_17_2_1_1437585873806_21885">

I believe that Apple is the first company to break $1B in revenue for a wearable\u2014 and that's in less than a quarter.

\u2014 Carl Howe (@cdhowe) July 21, 2015\n","url":"https://twitter.com/cdhowe/status/623626585510424576","resolvedBy":"twitter","floatDir":null,"authorName":"Carl Howe","version":"1.0","resolved":true,"type":"rich","providerName":"Twitter","providerUrl":"https://twitter.com"}" data-block-type="22" id="block-yui_3_17_2_1_1437585873806_22705">

PC install base is around 1.5b (of which perhaps half is consumer). Android is already larger. Not impossible iOS could grow to be too.

\u2014 Benedict Evans (@BenedictEvans) July 22, 2015\n","url":"https://twitter.com/BenedictEvans/status/623672549386383360","resolvedBy":"twitter","floatDir":null,"authorName":"Benedict Evans","version":"1.0","resolved":true,"type":"rich","providerName":"Twitter","providerUrl":"https://twitter.com"}" data-block-type="22" id="block-yui_3_17_2_1_1437585873806_23525">

If Apple hadn't started paying dividend/buybacks, it would now have around $330bn in cash.

\u2014 Benedict Evans (@BenedictEvans) July 22, 2015\n","url":"https://twitter.com/BenedictEvans/status/623696758875357184","resolvedBy":"twitter","floatDir":null,"authorName":"Benedict Evans","version":"1.0","resolved":true,"type":"rich","providerName":"Twitter","providerUrl":"https://twitter.com"}" data-block-type="22" id="block-yui_3_17_2_1_1437585873806_24345">

iPhone sales doubled in German and SK, up 45% in Spain & Italy. Historically, Android markets. iPhablet factor, or shift to installments?

\u2014 Benedict Evans (@BenedictEvans) July 22, 2015\n","url":"https://twitter.com/BenedictEvans/status/623700532167753730","resolvedBy":"twitter","floatDir":null,"authorName":"Benedict Evans","version":"1.0","resolved":true,"type":"rich","providerName":"Twitter","providerUrl":"https://twitter.com"}" data-block-type="22" id="block-yui_3_17_2_1_1437585873806_25165">

Apple: June sales of Apple Watch were higher than sales in April or May. For hundredth time, external estimates are just that, not data

\u2014 Benedict Evans (@BenedictEvans) July 21, 2015\n","url":"https://twitter.com/BenedictEvans/status/623633579151634432","resolvedBy":"twitter","floatDir":null,"authorName":"Benedict Evans","version":"1.0","resolved":true,"type":"rich","providerName":"Twitter","providerUrl":"https://twitter.com"}" data-block-type="22" id="block-yui_3_17_2_1_1437585873806_26532">
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