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專欄 - 蘋果2_0

iPhone 5s大賣,庫克或許是個好CEO

Philip Elmer-DeWitt 2013年09月26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。
iPhone5s和iPhone 5c上市首周一掃發布時遭遇的冷淡,全球總計賣出了900萬部,銷量比去年iPhone 5首發的時候飆升了80%,有些門店再次出現了一機難求的盛況。消息傳來,外界對蘋果CEO蒂姆?庫克的質疑煙消云散,或許一切早就在這位運營奇才的掌握之中。

????上周五,親眼目睹一家蘋果(Apple)零售店賣光了全部庫存的iPhone 5S,不得已把上千名排隊等候的人打發走之后,Twitter用戶iDawg提出了一個疑問:

????“如果某公司的產品總是斷貨,它的首席執行官又怎么稱得上是運營天才?”這也是許多蘋果觀察家們想問的一個問題。

????不過,蘋果本周一上午稱,它的iPhone 5S和5C的出貨量已突破900萬部,比去年iPhone 5的首發銷量高出80%之多。消息一出,頓時打消了許多人心中的這個疑問。

????不過,我們向科技博客Asymco的博主賀拉斯?德迪歐請教了iDawg提出的這個問題。

????德迪歐說:“這個問題跟所謂的運營天才沒有任何關系。蘋果每年都在擴大產量以滿足需求,不過廣大用戶的需求實在是太強勁了。”

????“我想提醒一下:蘋果對用戶的了解遠勝于我們。他們坐擁4億客戶,對用戶可謂了如指掌。這可比你向朋友打聽消息靠譜多了。”

????德迪歐總結了一張蘋果和三星各款產品的首發量對比圖(如下):(財富中文網)

????譯者:項航??

????When Apple (AAPL) ran out of stock Friday and had to turn away thousands of would be iPhone 5S customers, a reader who calls himself iDawg tweeted a question that was on a lot of Apple watchers' minds:

????"How does CEO get a reputation as an operational genius by continually running out of stock."

????Not as many people were asking that question Monday morning after Apple reported that it sold more than 9 million units of the iPhone 5S and 5C, 80% better than its iPhone 5 sales last year.

????But we went ahead and put iDawg's question to Asymco's Horace Dediu anyway.

????"It has nothing to do with operational genius," he wrote. "Every year they expand distribution and every year they fill the channel but initial demand grows faster than can be supplied.

????"I will say one thing: Apple has a lot of information about demand which we don't. Having 400 million customers gives you a great deal of insight into markets. Certainly more than asking your friends."

????Below: Dediu's chart of comparative launch performances.

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