2012年5月31日

iPhone与Lumia 900的成本比较 Inside Nokia's Struggle Against Apple's iPhone

基亚公司(Nokia Corp.NOKBF-8.06%)新款顶配智能手机Lumia 900的售价比苹果公司(Apple Inc.AAPL-0.25%)最便宜的iPhone 4S低200美元,但一份分析报告称,此款诺基亚手机的零配件成本要高于iPhone 4S。这凸显出该芬兰手机制造商在竞争激烈的移动市场上奋力厮杀时所面临的挑战。

Reuters
Lumia 900
据研究机构IHS iSuppli称,诺基亚Lumia 900的零部件成本为209美元,而一部与之类似的16G iPhone 4S的零部件成本为190美元。在不附带手机套餐的情况下,Lumia 900的售价为450美元,而16G的iPhone 4S为649美元。

报告结果显示,苹果销售iPhone的利润是诺基亚销售Lumia 900利润的近两倍,这里面不包括生产、营销和分销等成本。诺基亚拒绝对HIS的分析报告置评。苹果没有回应置评请求。

这种成本差异一定程度上是由于Lumia配备的显示屏较大,无线芯片也更高级。这款手机可运行于使用长期演进技术(LTE)的4G网络,而iPhone则不能。但这种成本差异也反映出苹果对电子产品供应链的掌控以及从供应商那里获得更低价格的能力。

对诺基亚来说,低利润率可能是个大麻烦。诺基亚在与苹果和安卓(Android)手机制造商展开的智能手机大战中可谓节节失利。安卓是谷歌(Google Inc.GOOG-1.25%)研发的软件。为了收复失地,诺基亚目前押注使用微软公司(Microsoft Corp.MSFT-0.51%) Windows软件的一个新产品系列。诺基亚首席执行长埃洛普(Stephen Elop)说,公司策略的一部分将是降低售价。面对高昂的零部件成本,这将是个艰难的商业命题。

ANTON TROIANOVSKI / DON CLARK

(本文版权归道琼斯公司所有,未经许可不得翻译或转载。)










Nokia Corp.'s new top-of-the-line smartphone sells for $200 less than Apple Inc.'s cheapest iPhone 4S. But under the hood, Nokia actually pays more for the phone's components, according to an analysis-underscoring the challenges for the Finnish cellphone maker as it struggles to compete in the cutthroat mobile marketplace.

The components of the Nokia Lumia 900, which sells for $450 without a phone contract, uses $209 worth of parts, according to research firm IHS iSuppli. Meanwhile, the comparable 16-gigabyte iPhone 4S, sold for $649 without a phone contract, is made of components that cost $190, iSuppli says.

The findings indicate Apple makes nearly twice as much on iPhone sales as Nokia does on the Lumia 900, excluding costs like manufacturing, marketing and distribution. Nokia declined to comment on IHS's analysis. Apple didn't respond to a request for comment.

In part, the cost difference is accounted for by the Lumia's larger screen and more advanced wireless chips-the Nokia phone can run on fourth-generation LTE networks, while the iPhone can't. But the cost differences also reflect Apple's command of the electronics supply chain and its ability to extract lower prices from suppliers.

For Nokia, low margins could be a big problem. To regain ground lost in the smartphone wars with Apple and manufacturers of devices running Google Inc.'s Android software, Nokia is betting on a new line of devices running Microsoft Corp. Windows software. Part of the strategy, Nokia Chief Executive Stephen Elop has said, will be to lower sales prices. With high component costs, that will be a tough business proposition.

ANTON TROIANOVSKI / DON CLARK

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