分析师:Android 用户并未转向 iOS

各种出版物频繁报道 iPhone 销量的增长是由前 Android 用户转向 Apple 智能手机驱动的。然而,研究公司 Bernstein 的一份新报告表明情况并非如此。

根据 Bernstein 的报告,苹果和 Android 设备之间的市场份额变化在很大程度上是错觉。分析师称,大多数 iPhone 购买者都是现有的苹果用户,他们只是将旧设备升级到新型号。转向 iOS 的 Android 用户比例微乎其微。

研究表明,iPhone 年度销量变化主要由于苹果智能手机用户升级设备的频率。这造成了市场份额显著波动的假象,特别是在中国,消费者热衷于为了新功能更新他们的设备。

分析师指出,中国用户的 iPhone 升级周期往往比其他市场更明显,这导致了市场份额波动的夸大认知。因此,Bernstein 认为苹果在中国表现不佳是由于现有客户群体的升级率放缓,而不是大量用户转向竞争对手的设备。

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