Tuesday, September 16, 2008

iPhone,日本ではほどほど.

silicon alley insider:Not Big In Japan: The iPhone (AAPL)
Peter Kafka | September 15, 2008 8:44 AM

今年春の時点では,Appleにとって日本はiPhone 3Gの格好の市場であるようだった.
しかしプライスダウンにもかかわらず,あまり売れていない.
これはiPhoneの問題ではなく,日本の携帯市場の問題だ.
高機能な携帯を何種類も,戦略的な価格で売っている.

Earlier this spring Japan looked like one of Apple's most promising markets for iPhone 3G (AAPL). But even a price cut isn't helping the gadget take off there. This doesn't seem to be a problem with the iPhone per se: It's a problem with the Japanese handset market, which has a ton of high-end phones at competitive prices. WSJ:

どこかで見たように,日本の消費者は7/11のiPhone発売に行列を作った.
そして多くの場所で瞬く間に売り切れた.
しかしアナリストによれば,日本のiPhone需要は初期の3分の1に下がっており,
iPhone売り上げの見積もりも下がっている.
在庫不足も見られない.
iPhoneはApple store,ソフトバンク,量販店でいつでも買える.
大手のヨドバシカメラ梅田店を例に挙げると,現在100台以上の在庫があるという.

Like elsewhere, Japanese consumers lined up at stores in advance of the phone's release on July 11, and many locations sold out almost immediately. But now analysts estimate that demand in Japan has fallen to a third of what it was initially and analysts are now expecting fewer iPhone sales. There is no supply shortage: The device is readily available in Apple and Softbank stores and other outlets. Major electronics retailer Yodobashi Camera's megastore in the western city of Osaka, for example, recently had more than 100 of them stacked up in open view.

MM Research Instituteの市場調査によれば,
Appleは日本で20万台のiPhoneを2ヶ月で売った.
しかし,需要は確実に下がっており,アナリストの予想では50万台には届かなそうである.
Appleは50万台売れると思っていたようだ.
問題は,日本のユーザは既に世界有数の機能をもつ携帯を使えると言う事だ.
日本の携帯ベンダーは,ハイカラーの画面,デジタルTVチューナー,GPS,音楽プレーヤー,デジタルカメラを備えている.
多くのモデルはデビットカードや電車の定期に使えるチップを持っている.

...According to market-research firm MM Research Institute, Apple sold about 200,000 phones in Japan in the first two months. Since then, however, demand has been falling steadily, and analysts now widely believe sales are unlikely to reach a total of 500,000 units. That is half the one million units that they previously thought Apple could sell. One big challenge is that Japanese users already have access to some of the most advanced mobile-phone technologies in the world. Models currently sold by Japanese cellphone makers typically contain a high-end color display, digital TV-viewing capability, satellite navigation service, music player and digital camera. Many models also include chips that let owners use their phones as debit cards or train passes.


No comments: