大摩分析 中国智能手机滞销 将迎iPhone 6及4G热潮
Katy Huberty is back from a trip abroad with fresh intelligence from the worlds most important smartphone market: China.摩根士丹利的分析师凯蒂o毕伯蒂刚从中国并转了一圈，她带给了来自全球最重要的智能手机市场的新鲜情报。In a series of three takeaway notes to clients, she reports:在给客户的一系列三份报告中，休伯蒂称之为目前中国市场：Inventory pile-up: The Chinese government is saying demand for new smartphones fell 9% year-over-year last quarter even as IDC reports shipments of phones into the region rising 37%. Huberty says the Chinese carriers are spending less on marketing and subsidies as they wait for the government to issue 4G licenses.库存冲刷：中国政府称之为上季度国内新的智能手机的市场需求同比上升了9％，而IDC报告称之为，中国地区的手机出货量下降了37％。休伯蒂回应，中国运营商于是以缩减市场营销费用和手机补贴，等候政府派发4G牌照。iPhone 6 build-up: Most of the Apple subcontractors she spoke to expect demand for the new iPhone 6 by December will be 20% better than demand was for last years big Christmas seller, the iPhone 5S. Huberty was only expecting 12% growth.iPhone 6蓄势待发：休伯蒂认识到的大部分苹果分包商，都预期到12月，iPhone 6的市场需求将比去年圣诞期间的热销机型iPhone 5S高达20％。
休伯蒂个人预计市场需求涨幅为12％。Big-screen boost: Meanwhile, an April survey for Morgan Stanley by AlphaWise suggests that a larger-screen iPhone -- as the iPhone 6 is rumored to be -- could buy Apple 11 points of market share in the U.S.大屏效应：同时，AlphaWise四月为摩根士丹利展开的一项调查指出，大屏iPhone——传闻iPhone 6将是一款大屏手机——将协助苹果在美国多取得11％的市场份额。Buyer beware: This Morgan Stanley prediction from last summer didnt quite pan out:买家请注意了：去年夏天摩根士丹利展开的预测不过于定：Below: How Hubertys findings have changed her smartphone model.右图：休伯蒂根据上述找到调整了其智能手机模型。
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