中國有個計劃(呃…中國何時曾中斷過推出“國家計劃”？)──應(yīng)該說最近的中國官方計劃目標，是掃除那些可能成為國家經(jīng)濟成長新動力引擎之阻礙的任何因素；最新的一個案例是，中國政府正打算透過智能運輸系統(tǒng)(intelligent transport system，ITS)的研發(fā)，來整頓各大城市越來越擁擠的交通。
透過ITS來提供運輸管理服務(wù)的構(gòu)想并不新鮮，使用者只要用手機就可以叫出租車、或是查看最近一班公車的位置；而中國的ITS計劃不同之處，就在于其政府的目標是境內(nèi)數(shù)量達十億的手機使用者。中國正在改善智能手機專用的ITS應(yīng)用程序──該程序能協(xié)助使用者取得火車、巴士或是飛機的班次與轉(zhuǎn)乘信息。
不久前，中國的交通運輸部公布了一項2012~2020的國家計劃，目標就是推動ITS的開發(fā)，并鼓勵更多的私人投資。中國各大城市的交通壅塞是個嚴重問題；有預(yù)測數(shù)據(jù)指出，到2020年，中國境內(nèi)的汽車數(shù)量將超過2億輛。
HTC陷泥淖？
說到智能手機，最近排名全球第四大智能手機供貨商的臺灣大廠宏達電(HTC)公布了第二季財報，該公司預(yù)告第三季的銷售額與毛利恐將出現(xiàn)季衰退。
HTC的第二季營收為新臺幣910.4億美元(30.4億美元)，與預(yù)期目標相符，當季的毛利率與營業(yè)利潤率則分別為27.01%與9%。讓股東們感到不安的是，HTC今年的營收數(shù)據(jù)與去年相較，呈現(xiàn)了衰退的趨勢。
與上一季相較，HTC第二季營收成長了34.3%，但與去年同期相較則衰退了26.8%；同時該公司的毛利率與營業(yè)利潤率也較上一季成長，但較去年同期衰 退。此外HTC在2012年第二季凈利潤為74億新臺幣(每股8.9元新臺幣)，雖較上一季增加了60%，但與去年同期相較減少了五成。
展望未來，HTC的前景并不樂觀；該公司估計第三季營收為700~800億新臺幣，毛利率與營業(yè)利潤率分別為25%與7%。
第二季全球前五大智能手機供貨商出貨量
EPlesmc
本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載
編譯：Judith Cheng
參考英文原文： Yoshida in China: Leveraging one billion smartphones，by Junko Yoshida
相關(guān)閱讀：
• 瑞薩ITS解決方案，助低碳城市生活更美好
• 瑞薩商用ITS驗證測試在長春圓滿完成
• 智能交通監(jiān)控系統(tǒng)EPlesmc
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Yoshida in China: Leveraging one billion smartphones
Junko Yoshida
China has a plan. Well, since when hasn’t China had a “national plan”? Lately, the Chinese planning fixation is aimed at anything that might pose a hindrance to the nation’s new economic growth engine. The latest example is China’s effort to conquer its increasing urban traffic congestion by developing an intelligent transport system (ITS).
The idea of offering traffic management services through ITS is not new. You want a user to see — just by looking at his mobile phone — how close is the cab he ordered, or how long he must wait for the next bus.
The difference with China’s ITS ambitions is the government’s focus on a billion mobile phone users in the country.
China is refining ITS applications for smartphones – applications meant to help users transfer between trains, buses and planes. Last week, the Ministry of Transport in China unveiled a national plan for the transportation sector in 2012-20, aiming to promote ITS development and fostering more private investment.
Traffic jams are a serious issue. Some forecast that the number of vehicles in China will exceed 200 million in 2020.
HTC: Not exactly a falling sky, but…
HTC, the world’s 4th largest smartphone manufacturer (in terms of units, by IDC; see the table below), told its shareholders last Friday that it expects to post sequential decreases in both sales and gross margin in the third quarter.
HTC reported second-quarter consolidated revenues of NT$91.04 billion (US$3.04 billion), in line with its targeted NT$91 billion, which had been cut from an original target of NT$105 billion. Gross margin and operating margin for the second quarter came to 27.01% and 9%, respectively.'
Troubling is a dwindling pattern for HTC’s numbers when compared to those of a year ago. Second-quarter sales represented a 34.3% increase, but were 26.8% lower than those posted in the second quarter a year ago. Meanwhile, gross margin and operating margin showed improvement from the prior quarter, but decreases compared to the same period of 2011.
HTC generated net profits of NT$7.4 billion, or NT$8.90 a share, in the second quarter of 2012. Profits declined more than 50% from a year earlier, but rose more than 60% between quarters.
Things aren’t exactly looking up for HTC, either. HTC estimated third-quarter sales at NT$70-80 billion. Gross margin and operating margin are forecast to reach 25% and 7%, respectively.
Worldwide smartphone unit shipments and market share in Q2, 2012
責編：Quentin
