Adam Kos Imakethe yama-smartphone yomhlaba wonke iyinto ephilayo, ephazanyiswe kakhulu inkathi ye-coronavirus, lapho amaphilisi abone ukukhula, kepha izingcingo, ngakolunye uhlangothi, zehlile. Yize imakethe yama-smartphone ikhule ngo-2% phakathi kwe-Q3 ne-Q2021 6, yehle ngo-6% unyaka nonyaka. Amayunithi ayizigidi ezingama-342 amafoni athengiswa ngezinyanga ezintathu kuseyinombolo enhle. Obani abadayise kakhulu, futhi ubani owenza imali eningi ngabo? Lezi izinombolo ezimbili ezahlukene.
Ngakho-ke ubani umholi womhlaba jikelele ekuthengisweni kwamaselula? AbakwaSamsung bagubha impumelelo enkulu ekuthengisweni kwamamodeli abo asongekayo i-Galaxy Z Fold3 ne-Galaxy Z Flip3, kanye namanye ama-smartphones, yingakho ibambe indawo yokuqala emakethe, ngama-20%. Eyesibili i-Apple enama-iPhones ayo, anesabelo esingu-14%, kodwa ilandelwa eduze ne-Xiaomi ekhulayo, enesabelo semakethe esingu-13%. Isimo sashintsha kakhulu ngo-2021, ngoba noma ngabe i-Apple yaba nesabelo esingu-1% ku-Q2021 17 kanye ne-Xiaomi 14%, ku-Q2 lolu hlobo lwadlula i-Apple ngamaphesenti. Isabelo se-Samsung siphinde sashintsha, lapho ama-1% emakethe kwakungeye-Q2021 22.
Imiphumela yekota yesine ka-2021, ehlanganisa inkathi kaKhisimusi enamandla, ilindwe ngabomvu. Lapha, umuntu angalindela ukuthi i-Apple ibe namandla kakhulu, okuthathe ama-4% emakethe ku-Q2020 21, lapho i-Samsung inesabelo esingu-16% kuphela kanye ne-Xiaomi isabelo esingu-11%. I-Apple ihlela ukushicilela amaholo amaholide e-Q4 2021, noma yezimali ze-Q1 2022, ngoJanuwari 27. Kodwa-ke, isimo sishubile nasezingeni lesine nelesihlanu ohlwini lokuthengiswa kwama-smartphone, lapho ama-10% afanayo athathwa yimikhiqizo ye-vivo ne-OPPO.
Kungaba njalo okuthakaselayo
AbakwaSamsung bazothengisa kakhulu kodwa bazuze kancane
Ngokocwaningo lwenkampani counterpoint AbakwaSamsung badayise izigidi ezingama-69,3 zama-smartphones abo, kwathi i-Apple yalethela amakhasimende ama-iPhones angu-48 million. Lezi izinsuku ezilinganiselwe, njengoba i-Apple ingazivezi ngokusemthethweni. Noma kunjalo, noma kunjalo eshicilelwe, leyo mali engenayo evela kule ngxenye yayingu-$3 billion ku-Q2021 38,87. Ngokuphambene, i-Samsung ngokwayo isitatimende sabezindaba sithi, ukuthi imali engenayo evela engxenyeni yayiyi-KRW 28,42 trillion, noma cishe amaRandi ayizigidi eziyizinkulungwane ezingu-23.
Igalari yezithombe
Ngakho-ke, njengoba ubona, nakuba i-Samsung ithengisa kakhulu, inokuthengisa okuphansi. Futhi kunengqondo, ngoba iphothifoliyo yayo ihlanganisa yonke ingxenye yomakhalekhukhwini, kuyilapho intengo ye-Apple ihloselwe phakathi (amamodeli we-SE ne-iPhone 11) kanye nengxenye ephezulu kakhulu. Ngaphezu kwalokho, i-Samsung manje isingcono kakhulu, njengoba kakade ngoFebhuwari 9 kufanele yethule umugqa wayo we-smartphone ohamba phambili wonyaka, okungukuthi izingcingo ezintathu ze-Galaxy S22. I-Apple ngeke yethule isizukulwane esisha sama-iPhones kuze kube ekwindla, yize kunokuqagela mayelana nokwethulwa kwentwasahlobo kwesizukulwane sesithathu se-iPhone SE. Kepha ehlobo, ukufika kwamaphazili e-Samsung amasha kulindeleke futhi, lapho i-Apple engazi ukuthi kanjani, noma kunalokho, ukuthi yenzeni.
Futhi, irayisi ithengiswa ngocezu ngaphezu kwebhanisi, kodwa ingabe kunengqondo ukuqhathanisa?!
Udida ukuthengisa nenzuzo.