3 q12 蘋果觀察 --凱基
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3 q12 蘋果觀察 --凱基

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3 q12 蘋果觀察 --凱基 3 q12 蘋果觀察 --凱基 Document Transcript

  • 3Q12 2Q 3Q122012 7 231 iPhone iPad iPod Mac 3Q122 886.2.2181.87423 mingchi.kuo@kgisia.com.tw 2H12 4Q12 2Q12 2Q12 iPhone/iPad/iPod/Mac (Portable)/Mac (Desktop) 29.4/16.1/6.1/3.8/0.9 (mn) QoQ -16/36.8/-20.3/35.2/-21.4 (%) 3Q12 9 iPhone 5 iPad mini 13” Retina MacBook Pro iPod touch iPod nano 9 iMac 9 9 New iPad 10 New iPad 9 10 8 9 EMS 9 2H12 modified New iPad New 21.5” & 27” iMac iPad mini iPhone 5 13” Retina MacBook Pro All new design iPod touch & iPod nano Jul Aug Sep Oct iPhone iPad Mac iPod http://research.kgi.com 2012 7 23 1
  • 3Q12 CY1Q12 CY2Q12 CY3Q12 CY4Q12 CY2012 / ( ) (KGI ) (KGI ) (KGI ) (KGI ) iPhone iPhone 5 0 0 15,379 48,080 63,458 iPhone 4S 29,083 20,187 12,903 6,608 68,780 iPhone 4 4,905 7,994 3,503 1,200 17,602 iPhone 3GS 1,076 1,269 329 0 2,674 35,064 29,450 32,114 55,887 152,514 iPad New iPad 4,080 10,321 12,760 9,827 36,989 iPad mini 0 0 1,778 13,336 15,115 iPad 2 7,718 5,817 2,502 604 16,640 11,798 16,138 17,040 23,767 68,743 iPod iPod touch 3,988 3,582 4,968 8,044 20,581 iPod nano 1,667 1,251 3,576 4,540 11,033 iPod shuffle 1,690 984 1,879 2,067 6,620 iPod classic 328 299 374 459 1,459 7,673 6,116 10,796 15,109 39,694 Mac ( ) 13” Retina MacBook Pro 0 0 328 1,559 1,887 15” Retina MacBook Pro 0 326 508 422 1,256 11” MacBook Air 469 601 482 414 1,965 13” MacBook Air 530 748 891 603 2,772 13” MacBook Pro 1,322 1,579 1,586 955 5,442 15” MacBook Pro 451 557 260 209 1,477 17” MacBook Pro 46 0 0 0 46 2,818 3,810 4,055 4,162 14,845 Mac ( ) 21” iMac 671 553 590 952 2,766 27” iMac 354 229 262 590 1,435 Mac mini 174 160 197 220 751 1,199 942 1,049 1,763 4,953 Mac 4,017 4,753 5,104 5,925 19,798 2Q12 2Q12 iPad MacBook 2Q12 iPhone iPhone 5 iPad New iPad iPod MacBook Ivy Bridge 13” Retina MacBook Pro Mac (Desktop) iMac 2Q12 1Q12 2Q12http://research.kgi.com 2012 7 23 2
  • 3Q12 3Q12 9 3Q12 CY2Q12 CY3Q12 ( / ) (KGI ) (KGI ) (%) iPhone 5 9 iPhone 29,450 32,114 9.0 N ew iPad iPad 16,138 17,040 5.6 iPad mini 3Q iPod touch iPod nano iPod 6,116 10,796 76.5 iPod touch iPhone 5 In-Cell 13" Retina MacBook Pro 發售, 我們預 期會吸引 原本要 採購13" MacBook Pro 與MacBook Air的使用者 。但因 13" Mac ( ) 7,621 7,783 2.1 Retinam MacBook Pro 出貨量 受限於面 板與組 裝良率 , 故對整 體貢獻有 限 Ivy Bridge iMac Mac ( ) 942 1,049 11.3 3Q12 9 3Q12 ( / ) Jul Aug Sep CY 3Q12 iPhone 9,298 8,156 14,660 32,114 iPad 4,890 4,886 7,264 17,040 iPod 2,885 3,111 4,800 10,796 Mac ( ) 1,306 1,243 1,505 4,055 Mac ( ) 282 289 478 1,049 Mac ( ) 4,474 4,644 6,783 5,204 (%) Jul Aug Sep iPhone - (1.5) 71.0 - iPad - (0.1) 48.7 - iPod - 7.8 54.3 - Mac ( ) - (4.8) 21.0 - Mac ( ) - 2.5 65.4 - Mac ( ) - (3.5) 29.4 - 4Q12 4Q12 MacBook 13 Retina MacBook Pro 9 MacBookhttp://research.kgi.com 2012 7 23 3
  • 3Q12 13 Retina MacBook Pro 13 MacBook Pro 13 MacBook Pro 13 MacBook Air MacBook Air 15 Retina MacBook Pro Retina display 13 Retina MacBook Pro MacBook Pro Air 13 Retina MacBook Pro iOS MacBook 13 Retina MacBook Pro NB Retina display Retina MacBook Pro 2013 9 iPhone 5 New iPod touch iPod nano 8 iPad mini 8 New iPad New iPad 8 iPad mini New iPad New iPad Apple MacBook 13 Retina MacBook Pro Mac Desktop 7 8 iMac MoM 7 8 8 iPhone iPod iPhone & iPad (2354.TW, NT$105.5, ) (6269.TW, NT$113.0, ) (3008.TW, NT$581, ) (3406.TW, NT$203.5, ) (4915.TW, NT$24.1, ) (2392.TW, NT$58.2, ) (3042.TW, NT$46.2, ) (2308.TW, NT$98.0, ) (iPad) (3149.TW, NT$80.0, )http://research.kgi.com 2012 7 23 4
  • 3Q12 MacBook (2474.TW, NT$165.0, ) (6121.TW, NT$175, ) (3211.TW, NT$149.5, ) (8163.TW, NT$20.9, ) (2387.TW, NT$12.65, ) (3324.TW, NT$25.6, ) (3376.TW, NT$84.0, ) (6282.TW, NT$17.0, ) iMac 3Q12 ( / ) Jul Aug S ep CY 3Q12 i Phone 11,000 - 12,000 15,000 - 17,000 19,000 - 22,000 45,000 - 51,000 i Pad 5,200 - 6,000 5,000 - 5,500 7,500 - 8,500 17,700 - 20,000 i Pod 3,700 - 4,150 5,000 - 5,200 5,150 - 5,300 13,850 - 14,650 Mac ( ) 1,550 - 1,650 1,450 - 1,550 1,350 - 1,450 4,350 - 4,650 Mac ( ) 200 - 250 550 - 650 850 - 950 1,600 - 1,850 Mac ( ) 1,750 - 1,900 2,000 - 2,200 2,200 - 2,400 5,950 - 6,500 i Pod 3,700 - 4,150 5,000 - 5,200 5,150 - 5,300 13,850 - 14,650 (%) ( ) Jul Aug S ep i Phone - 39.1 28.1 - i Pad - (6.3) 52.4 - i Pod - 29.9 2.5 - Mac ( ) - (6.3) (13.3) - Mac ( ) - 166.7 50.0 - Mac ( ) - 15.1 9.5 - i Pod - 29.9 2.5 - EMS EMS MacBook 9 EMS 7 8 8 EMS 3Q12 EMS ( / ) Jul Aug Sep CY 3Q12 iPhone 11,748 12,695 18,139 42,582 iPad 5,096 4,985 7,980 18,061 iPod 3,033 3,680 6,017 12,731 Mac ( ) 1,533 1,393 1,329 4,255 Mac ( ) 212 277 381 870 Mac ( ) 4,778 5,350 7,727 17,856 MoM (%) Jul Aug Sep iPhone - 8.1 42.9 - iPad - (2.2) 60.1 - iPod - 21.3 63.5 - Mac ( ) - (9.1) (4.6) - Mac ( ) - 30.7 37.5 - Mac ( ) - 12.0 44.4 -http://research.kgi.com 2012 7 23 5
  • 3Q12 Apple 2H12 EMS 2H12 EMS i Phone iPhone 5 100 0 0 0 iPhone 4S 60 0 40 0 iPhone 4 70 0 30 0 iPhone 3GS 100 0 0 0 i Pad New iPad 100 0 0 0 iPad mini 60 0 40 0 iPad 2 100 0 0 0 i Pod iPod touch 0 100 0 0 iPod nano 100 0 0 0 iPod shuffle 0 0 0 100 iPod classic 0 0 0 100 Mac ( ) 13” Retina MacBook Pro 0 100 0 0 15” Retina MacBook Pro 0 100 0 0 11” MacBook Air 0 100 0 0 13” MacBook Air 0 100 0 0 13” MacBook Pro 40 60 0 0 15” MacBook Pro 0 100 0 0 17” MacBook Pro 0 100 0 0 Mac ( ) 21” iMac 0 100 0 0 27” iMac 0 100 0 0 Mac mini 100 0 0 0 (2317.TW, NT$86.6, ) iPhone 5 9 New iPad 3Q12 (2382.TW, NT$74.3, ) MacBook (4938.TW, NT$35.1, ) EMShttp://research.kgi.com 2012 7 23 6
  • 100 A 1907-1909 104 700 200051 886.2.2181.8888 886.2.8501.1691 2014 A 24D1 518008 852.2878.6888 8th - 11th floors, Asia Centre Building 852.2878.6800 173 South Sathorn Road, Bangkok 10120, Thailand 66.2658.8888 66.2658.8014 (OP) (Excessive Return) ( ) 40% (N) ( ) 40% 40% (U) ( ) 40% (NR) (R ) / * =( / )–1http://research.kgi.com 2012 7 23 7