蘋果股價一度大跌6%,成為美股標準普爾500指數中表現最糟的個股。台北時間晚間11時10分,跌幅收斂至5.7%,股價來到466.31美元。
蘋果昨天打破以往每年只出1款iPhone的慣例,一口氣發表兩款新機。iPhone 5c綁約價將介於99美元和199美元之間,並有5種顏色可選。高階的iPhone 5s具有指紋辨識功能、加快的處理器和性能提升的相機,綁約價將為199美元至399美元,有3種顏色可選。
這些新品凸顯規模2800億美元智慧型手機產業的新常態:連網手機的新奇度降低,各種機型都有大多相同的基本功能。蘋果執行長庫克(Tim Cook)面對三星電子公司(Samsung Electronics Co.)等對手推出款式和價位各異的手機強力競爭,決定起而仿效,擴大產品陣容。
恩德斯分析公司(Enders Analysis)手機業分析師艾萬斯(Benedict Evans)表示:「這項產業的第1階段已過,原創構想已向外發展。我們現在身處蘋果以更平等條件奮戰的市場。」
蘋果的策略轉變包括,基本上是把去年的iPhone 5塞進藍、粉紅、綠、黃和白色的聚碳酸脂外殼裡,重新包裝成iPhone 5c。蘋果沒有把5c售價訂得和對手手機一樣便宜,根據蘋果美國官網資料,空機價是549美元起跳,顯示蘋果不願拿領先業界的利潤率換取市占率提升。
有參加發表會的Wedge Partners Corp.分析師布萊爾(Brian Blair)指出,投資人原本預期iPhone 5c價格會更低,以吸引中國大陸等新興市場更多的客群。
布萊爾說:「沒有人料到售價會這麼高,他們顯然在說我們不願拉低格調。」
即便如此,蘋果仍在擴大潛在客源。蘋果宣布,將和日本最大行動通訊商NTT DoCoMo公司(NTT DoCoMo Inc.)合作,也破天荒把中國大陸排進首波開賣名單。知情人士曾透露,蘋果和全球最大行動通訊商中國移動已在達成協議的邊緣。
根據蘋果網路商店,若不綁約,iPhone 5s售價達649美元至849美元。
佛瑞斯特研究公司(Forrester Research)分析師厄普斯(Sarah Rotman Epps)指出,如此高的空機價意味蘋果仍打賭顧客將為iPhone掏出更多銀子,她說:「他們沒有嘗試爭取市場底部。」蘋果維持吸引「富裕客群」的策 略。
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