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发帖数: 16371 | 1 From Barrons: "The team sees Apple (AAPL) selling 156.5 million iPhone units
in the company’s fiscal 2013 ending in September of next year, up from a
prior forecast of 149.5 million.
Regarding a forthcoming “iPhone 5,” the team writes:
Although supply chain constraints are difficult to assess at this point, we
expect Apple to be prepared for a big launch. Apple has been consistently
accelerating the pace of each successive iPhone launch, expanding both
country and carrier rollouts within a shorter timeframe. For the iPhone 4S
Apple launched in 29 countries within 2 weeks of the initial launch, the
iPhone 4 was launched in 22 countries within 6 weeks of launch, and the
iPhone 3GS was launched in 14 countries within 1 week of its initial launch.
The prospects of a complete redesign should drive a stronger than average
upgrade cycle for existing iPhone users and continue to encourage other
smartphone and non-smartphone users to make the switch.
The authors describe the dominance of Apple and Samsung as follows:
the performance disparity between the stronger players – Apple and Samsung
– vs. the others remains stark and these two now account for over 50% of
industry revenues and over 90% of total EBIT." |
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