苹果明年可能发布四款新iPhone | 播客《Numbers》
主持人:本·沃尔什(Ben Walsh)
编辑 | 郭力群
2019-12-04 14:49:26
目前专注服务业务的苹果要发布更多iPhone机型?原因可能是该公司正面临来自安卓手机制造商的竞争。

Apple Could Release Four New iPhone Models

苹果明年可能发布四款新iPhone

—next year. At least that’s what JP Morgan analyst Samit Chatterjee says. After talking with Apple suppliers, Chatterjee drew up the following expectations: All four of those new Iphone models will have 5G and the batch includes a 6.7-inch model—that would be the largest iPhone yet.

这是摩根大通(JP Morgan)分析师萨米特·查特吉(Samit Chatterjee)的观点。在与苹果供应商交谈之后,查特吉做出了以下预期:四款新iPhone都将配备5G功能,而且此批产品将包括6.7英寸的机型,这将是迄今为止最大的一款iPhone。

That’s an interesting prediction especially because Apple (AAPL) has recently been focusing more on making money from services, like Apple TV+. So why would the company be releasing more iPhone models?

这是一个有趣的预测,尤其是在苹果(Apple, AAPL)最近一直在关注通过Apple TV+等服务业务盈利的情况下,既然如此,那么为什么苹果要发布更多iPhone机型呢?

The answer, it seems, is that Apple is facing competition from Android phone makers. And rivals like Samsung and Huawei have product release cycles that can be summed up in one word: continuous.

答案可能是苹果正面临来自安卓手机制造商的竞争。三星(Samsung)和华为等竞争对手的产品发布周期可以概括为一个词:源源不断。

This Holiday Season, Two Billion Packages Will be Delivered

今年假日购物季的包裹运送量为20亿个

And because Thanksgiving fell as late as it did this year, the shipping industry is sweating that shorter delivery window. FedEx, UPS, and the United States Postal Service say they can handle the tighter schedule. They point out that they have invested billions of dollars in things like new sorting facilities and route planning.

而且由于今年感恩节比去年来得晚,所以货运业正因交货期缩短而忙碌。联邦快递(FedEx)、UPS和美国邮政(United States Postal Service)称自己可以应对紧张的运货时间。这些公司称,它们已经在新的分拣设施和路线规划等方面投资了数十亿美元。

But this year also features one relatively new player: Amazon (AMZN). The online shopping giant has been expanding its own shipping network and recently cut ties with FedEx (FDX).

但是今年还有一个相对较新的参与者:亚马逊(Amazon, AMZN)。这家在线购物巨头一直在扩展自己的货运网络,最近与联邦快递终止了合作关系。

The shorter delivery window will be a crucial test for the shipping industry going forward—especially since online shopping is expected to be bigger than ever this holiday season.

交货期的缩短对于货运业将是一个至关重要的考验——尤其是在预计网上购物将比今年假日购物旺季规模更大的情况下。

The Institute for Supply Management’s Manufacturing Index Latest Reading was 48.1

最新公布的供应管理协会制造业指数为48.1

The number was released Monday morning, and it was worse than what economists had expected. It shows that for the fourth month in a row, America’s manufacturing sector contracted.

该数据于周一(12月2日)上午发布,表现不及经济学家的预期。数据表明美国制造业已经连续第四个月萎缩。

What’s behind the continued malaise? Well, there’s tariffs and the ongoing U.S.-China trade war. Plus, the global economy is growing more slowly. On top of all that, the U.S. oil market has been hit hard, which means less demand for drilling equipment.

制造业持续疲软的原因是什么?首先是关税问题和中美贸易争端的不利影响。另外,全球经济增速进一步放缓。最重要的是,美国石油市场受到重创,这意味着对钻井设备的需求减少。

And manufacturers are also hurting from one-off events. Boeing’s (BA) 737 MAX problems have hurt aircraft suppliers. And the recent General Motors (GM) strike could have a lingering impact on auto parts makers.

制造商也因一次性事件而受到不利影响。波音(Boeing, BA) 737 MAX的问题困扰着飞机供应商。而且最近通用汽车(General Motors, GM)工人的罢工可能依然在影响汽车零部件制造商。

翻译 | Anqi

版权声明:

《巴伦》(barronschina) 原创文章,未经许可,不得转载。英文版见2019年12月3日报道“A 6.7-Inch Iphone, and Two More Numbers to Know”。

(本文内容仅供参考,投资建议不代表《巴伦》倾向;市场有风险,投资须谨慎。)

  • 网站备案号:京ICP备19009821号-1
  • 法律声明:转载内容版权归作者及来源网站所有 本站原创内容转载请注明来源
  • 商业媒体及纸媒请先联系:Juankang@barronschina.com.cn