 鲜花( 152)  鸡蛋( 1)
|
Apple and Samsung's symbiotic relationship
! f7 S( D5 D, e1 A苹果和三星的共生关系" k3 y1 X- e l0 `: G7 S
6 V+ v2 v' R* k {6 c. I
, f1 {, @5 r) _% m0 N y6 ^
APPLE doesn't make the iPhone itself. It neither manufactures the components nor assembles them into a finished product. The components come from a variety of suppliers and the assembly is done by Foxconn, a Taiwanese firm, at its plant in Shenzhen, China. The “teardown” graphic below, based on data from iSuppli, a market-research firm, shows who makes what inside the iPhone, and how much the various bits cost. Samsung turns out to be a particularly important supplier. It provides some of the phone’s most important components: the flash memory that holds the phone's apps, music and operating software; the working memory, or DRAM; and the applications processor that makes the whole thing work. Together these account for 26% of the component cost of an iPhone.
' J% y$ r/ ]5 b; m$ a' @- n) U( K. }9 W' a! T1 m
iPhone不是苹果造的。苹果既没有生产iPhone的部件，也没有把他们组装起来。iPhone部件从很多不同的生产商而来，并汇集到中国深圳，由设厂在那里的台湾富士康公司组装。下面的『切苹果』图表，是根据市场研究公司iSuppli的数据绘制的，它显示了iPhone各部件的来源和成本。原来三星是一个主要的供货商，它提供了iPhone中几个非常重要的部件：用来储存程序、音乐、游戏等的闪存；用来工作的内存储器；以及运行一切的处理器。三星提供了iPhone中26%（以价值计）的部件。& S& b, A$ ^ N& L3 f* x
# S, }) a7 L( ^/ T! B) eThis puts Samsung in the somewhat unusual position of supplying a significant proportion of one of its main rival's products, since Samsung also makes smartphones and tablet computers of its own. Apple is one of Samsung's largest customers, and Samsung is one of Apple's biggest suppliers. This is actually part of Samsung's business model: acting as a supplier of components for others gives it the scale to produce its own products more cheaply. For its part, Apple is happy to let other firms handle component production and assembly, because that leaves it free to concentrate on its strengths: designing elegant, easy-to-use combinations of hardware, software and services.& m0 C, g4 x8 Q' E" B& |% B# l _- g
3 u, |6 C" j# o0 t% ]
三星的位置看来很奇怪，他自己也造智能电话和平板计算机，但同时为主要对手的产品供应大量部件。苹果是三星的其中一个大客户，三星是苹果的其中一个大供货商。这正是三星商业模式的一部分：成为别人的零部件供货商，使自己的生产形成规模，从而进一步降低自有品牌的成本。就苹果而言，它也乐于让其它人生产部件和组装电话，这样能让它将精力集中在自己的优势上：把电话的外形设计得优雅、把硬件软件和其他服务组合起来，使人易于使用。4 ]2 I% E4 y6 X( J# Q0 b
! z' ~: g8 C O$ N' v
* ^( M; b; D- n3 B; q5 q
# y& \ }" q( ~$ X& k! u$ W& }
Stranger still, Apple sued Samsung in April over the design of its Galaxy S handset (a smartphone that bears a strong resemblance to an iPhone) and its Galaxy Tab tablet computer (which looks rather like an iPad), claiming that they copied hardware and design features from Apple products. Samsung retaliated by counter-suing. In the latest twist, Apple has just gained injunctions to prevent the sale of Samsung's Galaxy Tab in Europe and Australia. But the two firms' mutually beneficial trading relationship continues.1 h0 Q) Z% N( h* R' P& e
' s5 M) E; s$ Y# [更奇怪的是，在四月苹果为Galaxy S（一部很像iPhone的智能电话）和Galaxy Tab平板计算机（它像iPad）而起诉三星，说他们抄袭了苹果产品的外型设计和内部硬件。三星则是反起诉苹果以作为报复。最近一个回合的战果是，苹果成功获得了对Galaxy Tab在欧洲和澳洲销售的禁制令。不过，他们还继续着上面所说的互利合作。
{3 X) J( O- O) ^9 C. ?- S" X5 `5 H% F" e1 \$ I5 l/ J
The second part of the graphic shows that, beyond manufacturing and component charges, the lion’s share of the iPhone's $560 price tag goes to Apple, though just how much it spends on software development, R&D, marketing, shipping, packaging and so forth is unclear. But Apple now commands the largest slice of the handset industry's profit share, so its margins are still impressive even when these costs have been taken in account. Apple also became the world's largest supplier of smartphones in the second quarter (see chart), with Samsung in second place. And on August 9th, on the same day as its victory over Samsung in the European courts, Apple even briefly surpassed Exxon Mobil to become the world's largest company by market capitalisation. So although Apple does not actually make the iPhone, it certainly makes a lot of money from it.
' x* r8 s# h* L& i& {" e Z& y- f8 t9 }8 @+ L1 c
图片的另一部分，显示了在iPhone那560美元售价中，生产和零部件的费用只占了小部分，另外的大部分收入都给了苹果公司。尽管我们不知道苹果需要承担多少软件研发、电话设计、市场推广、包装运输的费用，但事实是苹果现在在手机业利润表名列第一，显示了即使扣除所有成本，苹果的利润率仍然很高。在今年第二季，苹果在手机业的市场占有率升上第一名，而三星是第二。在8月9日，苹果在欧洲法庭战胜三星的同一天，它超过了埃克森美孚，成为全世界股市市值最大的公司。所以，虽然苹果根本就没有造iPhone，但还是通过它赚了很多钱。/ o9 w+ V7 l, y. b& _* Q
|
|
狗仔卡
发表于 2012-1-19 01:43
提升卡
置顶卡
沉默卡
喧嚣卡
变色卡
显身卡
楼主
发表于 2012-1-19 10:14
