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Roman&quot;\\\">存不存在呢？下面小编为你分析一下。\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">&nbsp;\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">在过去的几周，我们在网上见到了很多被称为是苹果廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\">iphone\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">的后壳谍照，而在昨天有外媒公布了一组廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\">iphone\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">的谍照，照片多大\u003C/span>\u003Cspan lang=\\\"EN-US\\\">43\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">张。从中展示了一款白色背壳黑色面板的廉价\u003C/span>\u003Cspan 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Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">的主板设计会很相似。当然，目前还无法确认这款后壳的真实性，不过可以确定的是最近泄露出的廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\">iPhone\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">后壳看起来都差不多，这也与传言吻合。当然，对于一些苹果的忠实粉丝，就比如小编我，对于廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\">iphone\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">还是有一些看法的。\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">&nbsp;\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">最早的爆料者是《华尔街日报》，从\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 2010 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">年开始，该报不停地&ldquo;据知情人士&rdquo;报道廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">的存在。\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">即使\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad mini \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">已经推出来了，但我仍然不认为廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">在苹果帝国里存在生存空间。主要基于以下几个分析。\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">&nbsp;\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan lang=\\\"EN-US\\\">iPhone \u003C/span>\u003Cspan style=\\\"font-family:\\r\\n宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">是与\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">不一样的产品。\u003C/span>\u003Cspan lang=\\\"EN-US\\\">iPad \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">不是必需品，它对生产力工具的替代性不强；但\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">是必需品（相较于\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">，而非相较于\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> Android\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">），它对消费者手里的塞班、黑莓、功能机替代性很强。这也是为什么截止\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 2012 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">年四季度，\u003C/span>\u003Cspan lang=\\\"EN-US\\\">iPad \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">自\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 2010 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">年\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 4 \u003C/span>\u003Cspan style=\\\"font-family:\\r\\n宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">月上市以来，卖出了大约\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 1.2 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">亿台\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">；而\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">自\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 2007 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">年上市以来销售了大约\u003C/span> \u003Cspan lang=\\\"EN-US\\\">3.2 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">亿台，其中\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 85% \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">以上（\u003C/span>\u003Cspan lang=\\\"EN-US\\\">2.766 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">亿台）是在\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 2010 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">年以后卖出的。所以如果说\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad mini \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">的推出，是完善了产品线，那么廉价版\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">由于其较强的替代性（包括对\u003C/span> \u003Cspan lang=\\\"EN-US\\\">iPhone\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">），简直就是一位革命者。\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">&nbsp;\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">由\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad mini \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">对\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">的冲击性，我们也可以预见廉价版\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">对\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">的冲击。去年\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 10 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">月\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad mini \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">正式上市前，著名苹果分析师\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> Gene Munster \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">预测\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad mini \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">对\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">的取代率是\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 20%\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">，即每卖出\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 500 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">万台\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad mini\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">，苹果就少卖出\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 100 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">万台更高售价和更高利润的\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">。而\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> NPD DisplaySearch \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">根据面板订购情况预测数据和台湾\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> Digitimes \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">根据苹果供应链数据，两者同时认为苹果将在\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 2013 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">年卖出\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 5500 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">万台\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad mini\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">、\u003C/span>\u003Cspan lang=\\\"EN-US\\\">3300 \u003C/span>\u003Cspan style=\\\"font-family:\\r\\n宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">万台\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">。这组数据比原先的预测少了\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 1000-1200 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">万，\u003C/span>\u003Cspan lang=\\\"EN-US\\\">Digitimes \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">指出是苹果方面削减了订单。\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">&nbsp;\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">它同时反映的一个不争的事实是，\u003C/span>\u003Cspan lang=\\\"EN-US\\\">iPad mini \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:\\r\\n&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">将会替代\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">成为出货量更大的\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">产品线。根据此前三星与苹果的官司泄露的数据，\u003C/span>\u003Cspan lang=\\\"EN-US\\\">2010 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">年\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 10 \u003C/span>\u003Cspan style=\\\"font-family:\\r\\n宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">月至\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 2012 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">年\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 3 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">月间，\u003C/span>\u003Cspan lang=\\\"EN-US\\\">iPad \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">占苹果总毛利\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 32%\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">。\u003C/span>\u003Cspan lang=\\\"EN-US\\\">iPad mini \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">的流行，将降低\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">业务对苹果利润的贡献度。\u003C/span>\u003Cspan lang=\\\"EN-US\\\">iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">占苹果利润三分之二以上，\u003C/span>\u003Cspan lang=\\\"EN-US\\\">iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">的毛利要是再变少，苹果股价堪忧。\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">苹果是一个高利润率公司，它能否承受廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:\\r\\n&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">及其流行之后拉低毛利率的事实？\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">&nbsp;\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">这将是廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">问世的最大阻碍。观察苹果公司自\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 2007 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">年以来的财报，发现它的毛利率（\u003C/span>\u003Cspan lang=\\\"EN-US\\\">gross margin\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">）经过十几年的徘徊在\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 30% \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">以下后，\u003C/span>\u003Cspan lang=\\\"EN-US\\\">2007 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">年当年跃升到\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 35%\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">，并在其后逐年上升。根据\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> Business Insider \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">创始人\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> Henry Blodget\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">（原美林证券明星分析师）的报告，苹果毛利上升的原因是\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">和\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">的带动。上世纪\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 80 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">年代问世的\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> Mac\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">、\u003C/span>\u003Cspan lang=\\\"EN-US\\\">2001 \u003C/span>\u003Cspan style=\\\"font-family:\\r\\n宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">年问世的\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPod \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">等产品线，在\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">、\u003C/span>\u003Cspan lang=\\\"EN-US\\\">iPad \u003C/span>\u003Cspan style=\\\"font-family:\\r\\n宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">上市之后，毛利率一直维持在\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 30% \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">左右，与过去的十几年没有什么变化。那么，如果\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 2013 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">年开售廉价\u003C/span> \u003Cspan lang=\\\"EN-US\\\">iPhone\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">，苹果的毛利率会不会逐渐跌到\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 2007 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">年前。毛利的减少，即意味着净利润的减少。这将直接影响到苹果股价和\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> EPS\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">，从而影响市盈率，后者正是衡量股票价值的重要标准。\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">等一等，有人或许要问，苹果的廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:\\r\\n&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">能不能帮助苹果薄利多销？廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:\\r\\n&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">当然会带来\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:\\r\\n&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">销量的增长，但它在利润方面带来的增量能否与没有廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:\\r\\n&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">时相持平？这可能是难以达到的目标。而且廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:\\r\\n&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">带来用户体验的下降，将与苹果一直致力于打造的高端品牌形象相违背。想象一下，花同样的价格甚至更高的价格，买来屏幕更低劣的\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPad mini\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:\\r\\n&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">，而非各种高清平板，多数人会怎样进行选择？（此时\u003C/span> \u003Cspan lang=\\\"EN-US\\\">iOS \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:\\r\\n&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">软件生态系统的优势成为巨大吸引力）\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">&nbsp;\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">最后，如果苹果加入低价阵营，就意味着它进入了廉价\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> Android \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:\\r\\n&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">的红色海洋，它面对&ldquo;萝卜青菜各有所爱&rdquo;的消费者选择时，能否竞争得过已有的产品（如\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> 350 \u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">美元区间），这很难讲。苹果不愿意把更多利润分摊给销售渠道，它的促销员可能没有更大的动力来卖\u003C/span>\u003Cspan lang=\\\"EN-US\\\"> iPhone\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:\\r\\n&quot;Times New Roman&quot;;mso-hansi-font-family:&quot;Times New Roman&quot;\\\">。这将是压抑廉价苹果销量的最后一根稻草。当然，以上只是小编个人对于廉\u003C/span>\u003Cspan lang=\\\"EN-US\\\">iphone\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">一种可能性的分析而已，具体实际是什么的情况，我们也只能且看且行了。\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan lang=\\\"EN-US\\\">\u003Ca href=\\\"http://www.dgjiongsheng.com/\\\">\u003Cspan lang=\\\"EN-US\\\" style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;\\r\\nmso-hansi-font-family:&quot;Times New Roman&quot;\\\">东莞炅盛塑胶科技有限公司\u003C/span>\u003C/a>\u003C/span>\u003Cspan style=\\\"font-family:宋体;mso-ascii-font-family:&quot;Times New Roman&quot;;mso-hansi-font-family:\\r\\n&quot;Times New Roman&quot;\\\">：\u003C/span> \u003Cspan lang=\\\"EN-US\\\">\u003Ca href=\\\"http://www.dgjiongsheng.com/\\\">http://www.dgjiongsheng.com\u003C/a>\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan lang=\\\"EN-US\\\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; \u003Ca href=\\\"http://www.dgjiongsheng.cn/\\\">http://www.dgjiongsheng.cn\u003C/a>\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan lang=\\\"EN-US\\\">&nbsp;\u003C/span>\u003C/p>\\r\\n\u003Cp class=\\\"MsoNormal\\\">\u003Cspan lang=\\\"EN-US\\\">&nbsp;\u003C/span>\u003C/p>\",\"newsCover\":\"https://oss-hk.orbisaim.cn/lkmanage/2025/04/11/PCTG%E5%A4%84%E7%90%86%E5%89%82_20250411153554A092.png\",\"newsCoverAlt\":null,\"newsPath\":\"/3759\",\"newsCategoriesId\":\"1910599151027990530\",\"allNewsCategoriesId\":\"1910599151027990530\",\"newsCreateTime\":\"2014-12-29T09:41:27.000+08:00\",\"clickCount\":null,\"newsAuthor\":null,\"status\":1,\"prevPath\":\"/3760\",\"nextPath\":\"/3758\",\"prevCover\":\"https://oss-hk.orbisaim.cn/lkmanage/2025/04/11/PCTG%E5%A4%84%E7%90%86%E5%89%82_20250411153554A092.png\",\"prevTitle\":\"什么原因让外省客户对炅盛UV翻新水 情有独钟\",\"nextTitle\":\" 金属喷油达人 解决金属附着力专家 金属处理水\",\"nextCover\":\"https://oss-hk.orbisaim.cn/lkmanage/2025/04/11/PCTG%E5%A4%84%E7%90%86%E5%89%82_20250411153554A092.png\",\"categoryName\":\"公司新闻\",\"categoryPath\":\"/company-news\"}","[]",1770013601435]