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全球智能手机去年出货量首超10亿部 Cheap smartphone devices drive 1bn sales last year Global smartphone shipments surpassed 1bn last year for the first time, driven by demand for cheaper devices that contrasted with slowing growth at the market’s higher end, writes Simon Mundy. 去年，全球智能手机出货量第一次突破10亿部。原因在于，尽管高端手机市场增长放缓，但较便宜手机的需求大增。 IDC, a technology research group, estimated that smartphone shipments in 2013 rose to just over 1bn – a 38 per cent increase from the previous year and double the 494m recorded in 2011. But the report will do little to reassure investors in the two biggest manufacturers Samsung Electronics and Apple amid concerns that margins for both could shrink as low-cost handsets account for a rising share of smartphone sales. 据科技调研公司IDC估计，2013年全球智能手机出货量升至10亿部出头，同比增长38%，是2011年4.94亿部出货量的两倍多。但这些数据不会让最大的手机制造商——三星电子(Samsung Electronics)和苹果(Apple)的投资者松一口气，因为他们担心，随着低价手机在智能手机销量中的份额不断升高，这两家公司的利润率可能会降低。 “Cheap devices are . . . the portion of the market that is driving volume,” said Ryan Reith, mobility research director at IDC. “Markets like China and India are quickly moving toward a point where sub-$150 smartphones are the majority of shipments.” IDC移动市场研究主管瑞安•里思(Ryan Reith)说：“便宜手机……推动了整个智能手机市场销量的扩大。在中国、印度等市场，售价低于150美元的智能手机即将占到全部出货量的一半以上。” Last year, Apple launched the iPhone 5c, a lower-cost model but still significantly more expensive than those produced by many Chinese producers – some of which retail for less than $50. 去年，苹果推出了相对低价的型号iPhone 5c，但这款手机的售价仍比许多中国手机厂商的智能手机高出很多——后者的零售价格有的还不到50美元。 The US company sold 51m iPhones in the fourth quarter of last year, but iPhone sales fell short of analysts’ predictions of around 55m and shares in Apple fell 8 per cent after hours. IDC estimated that Apple sold 153m smartphones last year, an increase from 136m in 2012 but representing a fall in market share from 19 per cent to 15 per cent. 去年第4季度，苹果卖出了5100万部iPhone，低于分析师大约5500万部的预测，导致苹果股价盘后下跌8%。据IDC估算，去年苹果智能手机销量已从2012年的1.36亿部增至1.53亿部，但市场份额却从19%滑落至15%。 Samsung, which produces a far wider range of smartphones than its US rival and ranks as the world’s top smartphone vendor, increased its market share from 30 per cent to 31 per cent, shipping 314m devices. But while it saves on costs by producing many components, its margins, too, are under pressure. 三星电子是全球第一大智能手机制造商，其智能手机品类比苹果广得多。三星电子的市场份额从30%升至31%，出货量达3.14亿部。但是，尽管三星电子通过生产许多部件来节约成本，其利润率也在承压。 The South Korean group last week said its handset revenues fell 9 per cent from the previous quarter in the last three months of 2013, and confirmed an 18 per cent decline in operating profit. 这家韩国手机制造商上周表示，其2013年第4季度的手机收入环比减少了9%，并确认营业利润下降了18%。 Huawei and Lenovo are the world’s third- and fourth-biggest smartphone producers by sales, with combined market share of 11 per cent in the final quarter of last year, according to IDC. IDC数据显示，按销量计，华为(Huawei)和联想(Lenovo)目前分别是全球第三、第四大智能手机制造商，去年第4季度的全球市场份额之和为11%。 The two companies have struggled to make profits from smartphones as they hold down prices to win market share. But the dynamics could shift, Mr Yu said, as weaker players quit and if the stronger ones boost margins by cultivating premium brands. 由于华为和联想为赢得市场份额而压低价格，它们一直很难在智能手机上实现盈利。但法国巴黎银行(BNP Paribas)分析师彼得•余(Peter Yu)表示，随着弱者开始退出，强者通过培育高端品牌提升利润率，这一局面可能会发生改变。 |
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