據(jù)Canaccord Genuity的分析師T. Michael Walkley，盡管第二季度蘋果在全球手機市場只占5.4%的份額，但占總體手機營業(yè)利潤的份額卻高達57%，高于第一季度的51%以及2010年的41%。 據(jù)Canaccord Genuity，第二季度蘋果的營業(yè)利潤接近46.6億美元，最接近它的韓國三星電子是14.9億美元。三星約占全球整體手機利潤的18%。 Walkey在周一(8月1日)發(fā)表的報告中寫道，OEM廠商擴大智能手機市場份額，在手機產(chǎn)業(yè)總體利潤中的份額繼續(xù)擴大。Walkey寫道，由于在安卓智能手機領(lǐng)域占有較大的份額，三星和臺灣宏達電(HTC)第二季度占產(chǎn)業(yè)總體利潤的比例上升。 Walkey指出，摩托羅拉、索尼愛立信和LG電子等其它一些OEM廠商，目前都在增加安卓手機機型。他說，這些OEM廠商的多功能手機銷售情況好壞不一，但智能手機銷售情況好于預(yù)期，而且由于第二季度他們更加偏重智能手機，所以利潤率獲得改善。 根據(jù)從渠道了解的情況和廠商業(yè)績報告，Walkley指出，第二季度智能手機銷售暢旺，導(dǎo)致平均銷售價格高于第一季度和2010年第二季度。他寫道：“蘋果和安卓智能手機繼續(xù)擴大市場份額，消費者與開發(fā)者越來越青睞這些主流智能手機生態(tài)系統(tǒng)?！? Walkley表示，日本3月11日地震與海嘯對手機元件供應(yīng)的影響，已基本被消除。 Walkley寫道，根據(jù)手機OEM廠商的第二季度財報，Canaccord Genuity的分析師認(rèn)為第二季度全球手機銷量從第一季度的3.82億部下降到3.74億部。但智能手機銷量上升到1.1億部，比第一季度增加10%。 Canaccord Genuity預(yù)測，第三季度手機銷量將環(huán)比增長4%，達到3.89億部。Walkley寫道：“OEM廠商消化了2011年第一季度積累的多數(shù)過多庫存，我們預(yù)計2011年第三季度銷量將高于第二季度，而第四季度則將是銷售旺季?！? Walkley表示，調(diào)查結(jié)果顯示蘋果的iPad 2第二季度銷售勢頭依然強勁，消費者一窩蜂地追捧這種產(chǎn)品，冷落安卓平板電腦。Canaccord Genuity預(yù)測，2011年蘋果iPad銷量將達到3780萬部，占該公司預(yù)計的今年總體平板電腦銷量6530萬部的58%。 本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載 參考英文原文：Analyst: Apple had 57% of Q2 handset profits，by Dylan McGrath

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{pagination} Analyst: Apple had 57% of Q2 handset profits Dylan McGrath SAN FRANCISCO—Despite holding only 5.4 percent share of the global handset market, Apple Inc. was responsible for a whopping 57 percent of all cellular handset operating profits in the second quarter, up from 51 percent in the first quarter and 41 percent in 2010, according to T. Michael Walkley, an analyst at Canaccord Genuity. Apple generated nearly $4.66 billion in operating income from handsets in the second quarter, compared to $1.49 billion for South Korea's Samsung Electronics Co. Ltd., the next highest total, according to Canaccord Genuity. Samsung's total was good for roughly 18 percent of the global handset profit total, according to the firm. OEMs gaining smartphone market share continue to capture and even greater share of the handset industry's overall profits, Walkey wrote in a report circulated Monday (Aug. 1). Samsung and Taiwan's HTC Corp. gained share of industry profits in the second quarter due to their leading share of smartphones powered by the Android operating system, Walkley wrote. Several other OEMs, including Motorola Mobility Inc., Sony Ericsson Mobile Communications AB and LG Electronics Inc. are currently transitioning their product portfolios to offer a great mix of Android phones, Walkley noted. These OEMs posted mixed feature phone sales but better than expected smartphone sales and improved profitability given the mix shift to smartphones in the second quarter, he said. Citing channel checks and earnings reports, Walkley said strong sales of smartphones in the second quarter resulted in an improvement in average selling prices compared to the first quarter and compared to the second quarter of 2010. "Apple and Android smartphones continue to gain market share, as consumers and developers increasingly embrace these leading smartphone ecosystems," Walkley wrote. Walkley said the impact on handset components resulting from complications associated with the March 11 earthquake and tsunami off the coast of Japan has mostly been resolved. Based on second quarter results from handset OEMs, Canaccord Genuity analysts believe that global handset unit sales decreased to 374 million in the second quarter, down from 382 million in the first quarter, Walkley wrote. But smartphone sales increased 10 percent quarter-over-quarter to 110 million units, Walkley said. Canaccord Genuity predicts that unit shipments will increase 4 percent sequentially in the third quarter, reaching 389 million units. "OEMs worked through most of the excess inventory built-up in Q1/11, and we anticipate sequential sales growth during Q3/11 with a seasonally strong Q4/11," Walkley wrote. Walkley said checks indicated that Apple's iPad 2 continued to sell briskly in the second quarter, with consumers overwhelmingly selecting it over competing Android tablets. Canaccord Genuity projects that Apple will sell 37.8 million iPads in 2011, 58 percent of the estimated 65.3 million total tablets the firm expects to be sold this year.