元器件交易网讯 4月24日消息，苹果于当天公布了第二季度财报。彭博社撰文对此财报分析时称，iPhone在金砖四国的成功是个大问题。文章作者暗示，当前苹果过于倚重金砖四国，而这些国家的智能手机销量已很难再有迅猛增长的态势，而且iPhone 5C在这些国家并不太受欢迎。

　　以下为原文翻译：

　　库克在今天的财报电话会议上称，苹果的iPhone上季度在金砖四国的表现炙手可热，在包括巴西、俄罗斯、印度和中国在内的新兴市场创造了销售记录。

　　从上面的走势图可以理解问题是什么。金砖四国正蚕食着智能手机市场。这四个国家的智能手机销售额所占比例超过了其他新兴市场国家的总和。发达国家同样如此。

　　Asymco顾问公司创办人Horace Dediu在一次采访中称，在发达国家发生的事也会在其他国家出现，你可以拭目以待。所有的科技繁荣将波及全球所有人。这是不可避免的。

　　金砖四国的风险源自2012年年底，当时安卓系统正稳固着全球统治地位。那时，它对苹果似乎是个麻烦的信号。今天，库克急于表现出苹果正吞噬着安卓的市场份额。他说，已有三分之一的人从谷歌的安卓系统手机倒向了iPhone 4S和iPhone 5c等苹果入门级手机。

　　并且库克继续重返金砖四国和其他新兴经济市场。库克称，今年在巴西开设首个苹果零售店后，巴西第一财年上半年iPhone销量同比上升61%。俄罗斯增长97%，印度为55%，在大中华区，苹果创造了新的季度营收记录，达98亿美元。对着iPhone销售额28%的增长率，中国移动功不可没。

　　库克说：“我对这些市场的结果感到非常的骄傲，因为它们还没有历史性的大问题。我们在中国做了一段时间的工作，学到了很多，我为我们做过的事情感到骄傲。但是我认为我刚才读到的这些其他的数字也表明我们在其他地方也取得了初步的成功。”

　　尽管期望塑料外壳的iPhone 5C为苹果开辟一个新的预算市场，多亏了在金砖四国的成功，库克拥有了一个三岁大的手机。库克称，由于在iPhone 5S和5C推出后，iPhone 4S的售价被降低。在新兴经济国家，4S又得到了热捧。在今天的电话会议上，5C很少被提及。

　　这与俄罗斯最大的移动运营商 Mobile TeleSystems正在遭遇的情形一致。在采访中，这家运营商的CFO Alexey Kornya称客户对iPhone 5C不感兴趣，因为“它的差异化不明显”。对于苹果，这可能没什么只要不富裕的消费者继续购买老的iPhone机型。（元器件交易网刘光明 译）

　　外媒原文如下：

　　Apple's iPhone was a smash hit in the BRIC countries last quarter, setting sales records in the emerging markets of Brazil, Russia, India and China, CEO Tim Cook said on the earnings call today.

　　The chart above should give you a sense of why that matters. The BRICs are devouring the smartphone market. Those four countries now account for more sales than all other emerging markets combined. And it's the same case for all developed ones, too.

　　"Everything that happens in the wealthiest countries happens in all other countries; you can set your watch by it," Horace Dediu, who closely follows Apple at his Helsinki-based consulting firm Asymco, said in an interview. "All the technologies propagate predictably to all people on the planet. It’s inevitable."

　　The rise of the BRICs happened toward the end of 2012 as Android was solidifying its dominance globally. At the time, it seemed to be a troubling sign for Apple. Today, Cook was eager to play up that Apple was eating into Android’s market share. He said on the call that about three-fifths of people who bought the entry-level iPhone models, the 4s and 5c, had switched from phones running Google’s operating system.

　　And Cook kept returning to the BRICs and other emerging economies. IPhone sales in Brazil, which got its first Apple Store this year, were up 61 percent during the first half of the company's fiscal year compared with the same period last year, Cook said. Russia grew 97 percent, and India 55 percent, he said. Apple set a quarterly revenue record for Greater China at $9.8 billion — thanks in no small part to a 28 percent jump in iPhone sales, with the addition of China Mobile, the largest phone company in the world.

　　"I am particularly proud of the results in these markets because these have not been historic strong points for Apple,” Cook said. "We've been working at China for a while and have learned a lot, and I'm very proud of what we've done there. But I think some of these other numbers I just read demonstrates that we're beginning to have really nice success outside of there as well.”

　　Despite all the anticipation for the plastic iPhone 5c to open up a new budget market for Apple, Cook has a three-year-old phone to thank for the success in BRIC countries. Consumers in emerging economies have been snapping up the iPhone 4s, which dropped in price after the 5s and 5c came out, Cook said. The 5c barely got a passing mention in today’s earnings call.

　　This jibes with what Mobile TeleSystems, the largest mobile carrier in Russia, has been seeing there. In an interview, Alexey Kornya, the telecom’s chief financial officer, said subscribers have not been clamoring for the 5c because "it’s not very differentiated.” That may not matter much to Apple as long as less-wealthy consumers are buying older models of the iPhone.