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專欄 - 蘋果2_0

從數據看蘋果商店2.0

Philip Elmer-DeWitt 2011年05月25日

蘋果(Apple)公司內部流傳著一個老笑話,那就是史蒂夫·喬布斯周圍是一片“現實扭曲力場”:你離他太近的話,就會相信他所說的話。蘋果的數百萬用戶中已經有不少成了該公司的“信徒”,而很多蘋果投資者也賺得盆滿缽滿。不過,Elmer-DeWitt認為,在報道蘋果公司時有點懷疑精神不是壞事。聽他的應該沒錯。要知道,他自從1982年就開始報道蘋果、觀察史蒂夫·喬布斯經營該公司。
蘋果新第五大道店一瞥:店還是從前那家店,只是變得更高效了。

iPad顯示屏中顯示的恰恰是iPad的產品規格表。照片來源:PED

????本周一是蘋果商店2.0向公眾開放的頭一天。這一天蘋果公司沒有新產品發布,iPad的缺貨也暫告一段落,因此星期一上午,在曼哈頓第五大道蘋果標志性的玻璃立方體造型商店門口,并沒有出現排隊的長龍。

????商店地下一層的零售區域客流量也相對較少,使我們能更容易地對店里的前后變化進行對比。上周適逢第一家蘋果商店開張十周年慶典,蘋果公司借此機會對旗下的零售店進行了重新設計,并承諾員工會使其店面變得“更加風格化”。

????以下通過數據匯報一下我的見聞:

????? 這家商店用了139臺樹脂玻璃的iPad2作為電子顯示屏,用來顯示每一款蘋果產品的詳細規格和報價——從小巧的49美元的iPod,到1699美元起價的27英寸的iMacs電腦。

????? 店里放了8張桌子,用于進行一對一的個性化安裝服務。還有一張桌子是用于開演討會或講座之用。

????? 為了便于進行非信用卡結算,店里還準備了6個下方安裝了現金抽屜的展示桌。(這些現金抽屜不知是不是原本就在那里,但我從沒見過它們。)

????? 有5個職員配備了iPad,此外還有十多個員工的腰帶上佩戴著老式的有讀卡功能的iPod-touch。

????? 有10個收銀臺。這還是我頭一回看到顧客沒有為付款排長隊。

????與蘋果新開張的某些大型零售店比起來,第五大道店在規模上稍遜一籌,不過它還是比一般商場里的店中店大一些。蘋果共有325家零售店,假設每家店都部署了100臺iPad顯示產品規格和報價,那么在上周末,蘋果公司大概一共部署了32500部iPad。這個數量不太可能會對iPad的全球供應造成明顯影響。上周五,蘋果主要供應商富士康成都工廠發生爆炸,使iPad的生產暫時受挫。據報道,在爆炸發生前,富士康的iPad月產量為250萬臺,即日產83000臺。

????譯者:樸成奎

????Without a new product or a shortage of iPads to draw a crowd, there were no lines outside the big glass cube of the iconic Apple Store on Manhattan's Fifth Avenue Monday morning.

????The traffic in the subterranean retail space was also relatively light, which made it easy to count the changes wrought by the redesign that Apple (AAPL), celebrating the 10th anniversary of the first Apple Store last week, promised its employees would make the company's retail outlets "even more iconic."

????Here, by the numbers, is what I saw:

????? 139 plexiglass-mounted iPad 2s serving as electronic spec sheets and price lists for every Apple product on the floor, from tiny $49 iPod shuffles to 27-inch iMacs that start at $1,699

????? 8 desks set aside for one-on-one Personal Setup services and one for Workshop classes

????? 6 display desks equipped with under-mounted cash drawers for quick non-credit card transactions (if these cash drawers were there before, I never saw them)

????? 5 staffers with iPads and more than a dozen with the old card-reading iPod-touches on their belts

????? 10 check-out stations where, for the first time I can recall, there was no queue of customers waiting to pay

????The Fifth Avenue store is smaller than some of Apple's newest emporiums, but bigger than a typical mall outlet. Assuming an average of 100 iPads in each of its 325 stores, we estimate that Apple deployed some 32,500 iPad 2s over the weekend -- a number unlikely to make a significant dent in the global supply. Before the explosion that disrupted production at Foxconn's Chengdu factory Friday, Apple primary supplier was reportedly churning out 2.5 million iPads a month, or 83,000 a day.

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