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今日图表:苹果已经把土豪一网打尽了吗

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    Bernstein's Toni Sacconaghi produced the chart above for a report out Monday that raises what is, for Apple (AAPL), an existential question:

    Are There Enough Wealthy People in the World to Sustain iPhone Unit Growth?

    Note that the black bars in the chart that represent first-time buyers are shrinking.

    Sacconaghi's conclusion: Barring a signed contract with China Mobile (CHL) or an iPhone priced to sell to the developing world, there is, he writes, "a slim margin of error that Apple will attract sufficient first-time iPhone buyers going forward to meet consensus forecasts for FY14 and FY15." 

    本周一,伯恩斯坦证券分析师托尼•萨克纳西发布了上面这张图片,从中可看出苹果公司(Apple)的一大隐患。

    是否还有足够多的高端用户来支撑iPhone销量?

    请注意,代表首次购买者的黑色区域正在呈现出收缩的态势。

    据此,萨克纳西得出结论称:除非苹果能与中国移动(China Mobile)达成合作协议,或者将iPhone价格下调至发展中国家消费者可接受的区间,否则,“iPhone将很难吸引到足够多的首次购买者,而分析师对苹果2014及2015财年的预期自然颇难实现。”(财富中文网)

    译者:项航

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