Saturday, February 27, 2010

6月に低価格iPhoneが来る?

appleinsider:.Apple predicted to introduce lower cost iPhone models in June
By Neil Hughes

AppleのベストセラーのiPhoneだが,
著名なアナリストによると,価格が下がると予想されている.
そして新たなジェスチャ機能が追加される.

Apple's next update to the blockbuster iPhone handset is expected by one prominent analyst to have a lower total cost of ownership, and to also include new gesture-based functionality.

Katy HubertyとMorgan Stanleyは,iPhoneが選ばれる時の障壁は,本体価格と月額料金であると主張する.
この問題は,先進国のUSと中国でも同じである.

Katy Huberty with Morgan Stanley maintains that the biggest barrier to greater iPhone adoption is the cost of the hardware, followed by the service plan. The investment in the device has been its biggest issue in both developed markets like the U.S. and emerging ones like China.

HubertyはAppleは6月に低価格iPhoneを発表するだろうと予想する,

But Huberty expects Apple to address that in June, by introducing a new model that will be economically friendly to even more consumers.

「我々はAppleの新しいiPhoneは本体価格を抑え,新しいジェスチャ機能を持っている可能性もある」
と,金曜に投資家に示した.

"We expect Apple to launch new iPhones in June that offer both a lower total cost of ownership and new functionality, potentially including gesture-based technology," she wrote in a new note to investors Friday.

2009年,AppleはiPhone 3GSを発表した.
同時にiPhone 3Gを99ドルに価格を下げた.
しかし,価格を抑えたにもかかわらず,
高機能のiPhone 3GSの方が人気だった.

In 2009, when Apple introduced the new iPhone 3GS, the company also dropped the price of the previous year's iPhone 3G to $99. However, despite the lower price point, the high end iPhone 3GS was still the most popular option for consumers.

本体価格値下げに加え,HubertyはApple(AAPL)の株価が3月のiPad発売で上昇すると主張する.
これについて,大きく見積もって600万台が2010年に売れると予想している.
ウォール街の予想は3-400万台である.

In addition to lower cost of ownership for the iPhone, Huberty remains bullish on AAPL stock because of the forthcoming iPad launch in March. Here she is particularly optimistic, projecting shipments of 6 million devices in the 2010 calendar year, versus Wall Street's average projections of 3 million to 4 million.

「我々はAppleはiPadとコンテンツの最初の出荷で,予想より多い需要があると予想する」
「iPadのターゲットは800ドルのノートPC市場で,これはUSだけで30万台の規模,グローバルでは120万台の規模だ.」

"We expect Apple to ship its first iPad and announce additional content deals in late March to better than expected demand," Huberty wrote. "We see the iPad targeting the sub-$800 consumer notebook market which equates to 30M annual units just in the US (120M globally."

Morgan StanleyはAppleの株価が250ドルまで上がるのは,「高すぎる」と主張する.

Morgan Stanley has maintained its "overweight" rating for AAPL stock, with a price target of $250.

過去にHubertyはAppleの株価を低く予想した.iPhoneの価格が199ドルでも高いと指摘したためだ.
2008年暮れに,Appleが価格を高く付けているために,iPhoneはなかなか売れないだろう,と予想している.

In the past, Huberty was notoriously negative on AAPL stock, suggesting the iPhone was too expensive even at a $199 price point. In late 2008, she predicted that iPhone sales would suffer because Apple had priced the product too high.

しかし去年,HubertyはAppleに好意的な予想に変わった.
「モバイルインターネットの覇者となる」と言いだしたのだ.

But last year, Huberty turned positive on Apple, stating that the company had become the "clear leader in the battle over the mobile Internet."

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