※ [本文转录自 Gossiping 看板 #1GmkvQ-3 ]
作者: jackch33 (jack) 看板: Gossiping
标题: [新闻] HTC的圣诞奇蹟
时间: Sat Dec 8 15:37:59 2012
http://tinyurl.com/bdmn3qr
In November, HTC (2498) managed to snap a six-month losing streak and finally
show month-on-month revenue growth. Steve Ballmer plays Santa Claus — the
sales driver was most likely the Windows Phone 8X. The 23% sales bounce from
October is impressive, because in 2011 HTC’s sales declined by nearly as
much between these two months.
HTC终于秀出每月的收入成长, 卖的最好的是HTC 8X
另人印象深刻的比十月成长的百分之23
The question now is this: How much of the November bounce was derived from
initial shipments of Windows Phone models and how deep is the actual demand?
It is puzzling that the HTC Windows Phone 8X is now at No.41 at Amazon
Wireless considering how strongly HTC used to perform at this site in 2011.
On Expansys’ UK site, the 8X is lagging behind such non-entities as the
Motorola RAZR and Acer Liquid Glow. At Expansys Germany, the 8X has already
dropped out of the top-20, though the notably cheap HTC Windows Phone 8S does
hold the No.7 position.
Expansys is not a perfect reflection of European demand, but it is very
popular and tends to reflect early adaptor demand in Europe particularly
well. It is a site where HTC used to reign supreme in 2011.
The Windows Phone 8X’s fast fade in Germany and the UK is not a good sign,
but it is possible that the aggressive pricing of the 8S may finally give HTC
a toehold in the value smartphone market. HTC’s proud pricing has been the
bane of the company over the past year — a cavalcade of relatively expensive
HTC models have crashed and burned in direct rivalry with Samsung (005930)
models.
But right now, the HTC Windows Phone 8S is retailing at 300 euros in Europe
compared to 550 euros for Samsung ATIV S and 650 euros for the Nokia Lumia
920. The ATIV S is delayed until the end of December and the Lumia 920 is
widely sold out. Availability of HTC’s 8X and 8S smartphones is clearly
wider than what Samsung or Nokia can offer in December, implying HTC may be
cruising towards another solid month.
At least until Samsung starts large-scale Windows Phone shipments and Nokia
ramps up Lumia volumes, HTC has found its Christmas miracle. It handled the
fourth-quarter 2012 Windows Phone model roll-out better than any other vendor
in the world, both in North America and Europe, by rolling out a cheap
alternative rapidly and by ensuring both the high-end 8X and the budget 8S
had sufficient production volume.
HTC找到了它的圣诞奇蹟,
它的Windows Phone第四季在世界上卖的比其他任何一家公司都还要好
包括三星与Nokia