财富中文网 >> 商业


分享: [译文]

You may have heard overnight that there was a little news about the fourth-ranked U.S. company by market capitalization. In a blab-fest worthy of Dr. Phil, Apple CEO Tim Cook issued a 1,370-word letter to investors about a surprise 5% revenue drop, then went on CNBC for another 15 minutes of excuse-making.

Instead of bringing in $91.5 billion in the holiday quarter, as Wall Street analysts expected, Apple’s revenue totaled just $84 billion. That’s down from an all-time record of $88.3 billion a year earlier. The main culprit was slipping sales in China, Cook said. Apple’s stock, already down 30% in the past three months, fell another 9% in morning trading on last Thursday. That pushed Apple’s market cap below those of Amazon and Google. (It was already trailing Microsoft.) But Apple’s CEO said he remains “confident and excited” about Apple’s long-term future.

Whatever the implications for the company and the wider tech sector, the news certainly brought out the best in the tech journalism sector. Recommended reads must start with Bloomberg columnist Shira Ovide, who chastises Cook for not warning investors years earlier about the forces conspiring to stall smartphone sales. Independent Apple columnist and blogger John Gruber put out several pieces, led by a particularly unflattering comparison between Cook’s wordy tumble of excuses and Steve Jobs handling of a similar episode in 2002. Investor and writer Om Malik sees a wider problem for Western luxury brands like Tiffany, Coach and, now, Apple—all of which have become too reliant on China.

I’ll add just one more log to the fire. Cook’s primary strategy for dealing with the global smartphone slowdown (unit sales peaked in 2016) has been a simple one: higher prices. It worked with 2017’s introduction of the iPhone X, but it appears to have failed badly for 2018’s lineup. By the end of 2018, Apple and wireless carriers were offering increasingly lucrative trade in deals. When I walked into a local Apple store a few days before Christmas, a notification from Apple popped up on my screen along the lines of “You could trade in this iPhone 7 Plus right now, and get a new iPhone XR for just $449.” One simple response to the current problems: lower prices.

Or as smartphone market analyst Neil Shah put it on Twitter, Apple’s China struggles arose because of “insane pricing which has backfired” plus improving local competition. “Apple still is in a great position & needs to re-calibrate its pricing vs value (proposition) strategy,” he concludes. Hopefully, Tim Cook is listening.




我也不得不火上添油。库克应对全球智能手机销售放缓(销量在2016年见顶)的主要策略很简单:提高价格。它与2017年推出的iPhone X时尚能奏效,但在2018年的产品线中却惨遭滑铁卢。到2018年年底,苹果和无线运营商提供的交易越来越利欲熏心。圣诞节前几天,当我走进当地的苹果商店时,屏幕上突然弹出一条苹果的通知:“你现在就可以用这款iPhone 7 Plus换一台新的XR,只要449美元。”对当前问题,一个简单回应应该是:降价。





  1. 亚马逊是如何用数据改善销售的
  2. 苹果一招鲜:2018新款iPhone继续提价
  3. 高通在华再递诉状,要求禁售iPhone XR和XS