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Android對陣iPhone:龜兔賽跑?

Philip Elmer-DeWitt 2012年01月04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。
谷歌Android在美國市場的份額仍在不斷增長,但相比蘋果,它的步伐顯得慢了很多。

數據:ComScore,圖片:PED

????上周四,史蒂夫?科瓦奇在財經網站Business Insider上撰文指出:“如果你需要更多Android‘痛毆’iOS的證據,不妨參閱剛剛出爐的ComScore移動用戶季度報告(截至去年11月)。”

????真可謂英雄所見略同,科瓦奇也指出,上個季度,蘋果(Apple)智能手機市場份額略有上升,從27.3%上升至28.7%。不過,“谷歌(Google)Android平臺仍在美國智能手機市場占據絕對霸主地位,份額高達46.9%。”

????但如果縱覽過去一年的ComScore數據,就會發現兩大平臺的競爭并不像科瓦奇之流所描述的那樣,呈一邊倒的趨勢。

????ComScore的數據顯示,過去一年,蘋果的市場份額每月都在緩慢但穩定地增長;與之對比,谷歌的市場份額環比增長率卻在急劇下滑,從去年1月份的最高點20%自由落體到11月份的新低點1.3%。

????科瓦奇所引用的報告本想更有力地說明Android“仍在痛毆”iOS,但事實上,該報告卻顯示,蘋果市場份額的月度環比增長率反而要超出谷歌一籌。

????譯者:項航

????"In case you needed more proof that Android is walloping iOS," writes Steve Kovach in Thursday's Business Insider, "ComScore's three-month report on mobile subscribers (ending in November) is out."

????He points out, as others have, that Apple's (AAPL) smartphone market share grew a bit, from 27.3% to 28.7% over the past three months. But, he writes, "Google's Android platform is still crushing it with 46.9% of the smartphone market in the U.S."

????But if you take a broader look at ComScore's data over the past 12 months, the race is not quite as one-sided as Kovach et al. would have it.

????Over the past year, Apple's market share has grown slowly but steadily month over month. Google's (GOOG) rate of market share growth, by contrast, has dropped sharply, from a high of 20% last January to a new low of 1.3% in ComScore's November data.

????In fact, in the report that Kovach offers as more proof that Android is "still walloping" iOS, Apple's market share actually grew faster month over month than Google's.

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