分析师：苹果第二季度占手机行业总体利润的57%

据Canaccord Genuity的分析师T. Michael Walkley，尽管第二季度苹果在全球手机市场只占5.4%的份额，但占总体手机营业利润的份额却高达57%，高于第一季度的51%以及2010年的41%。 据Canaccord Genuity，第二季度苹果的营业利润接近46.6亿美元，最接近它的韩国三星电子是14.9亿美元。三星约占全球整体手机利润的18%。 Walkey在周一(8月1日)发表的报告中写道，OEM厂商扩大智能手机市场份额，在手机产业总体利润中的份额继续扩大。Walkey写道，由于在安卓智能手机领域占有较大的份额，三星和台湾宏达电(HTC)第二季度占产业总体利润的比例上升。 Walkey指出，摩托罗拉、索尼爱立信和LG电子等其它一些OEM厂商，目前都在增加安卓手机机型。他说，这些OEM厂商的多功能手机销售情况好坏不一，但智能手机销售情况好于预期，而且由于第二季度他们更加偏重智能手机，所以利润率获得改善。 根据从渠道了解的情况和厂商业绩报告，Walkley指出，第二季度智能手机销售畅旺，导致平均销售价格高于第一季度和2010年第二季度。他写道：“苹果和安卓智能手机继续扩大市场份额，消费者与开发者越来越青睐这些主流智能手机生态系统。” Walkley表示，日本3月11日地震与海啸对手机元件供应的影响，已基本被消除。 Walkley写道，根据手机OEM厂商的第二季度财报，Canaccord Genuity的分析师认为第二季度全球手机销量从第一季度的3.82亿部下降到3.74亿部。但智能手机销量上升到1.1亿部，比第一季度增加10%。 Canaccord Genuity预测，第三季度手机销量将环比增长4%，达到3.89亿部。Walkley写道：“OEM厂商消化了2011年第一季度积累的多数过多库存，我们预计2011年第三季度销量将高于第二季度，而第四季度则将是销售旺季。” Walkley表示，调查结果显示苹果的iPad 2第二季度销售势头依然强劲，消费者一窝蜂地追捧这种产品，冷落安卓平板电脑。Canaccord Genuity预测，2011年苹果iPad销量将达到3780万部，占该公司预计的今年总体平板电脑销量6530万部的58%。 本文授权编译自EE Times，版权所有，谢绝转载 参考英文原文：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.