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作者：JohnTian

如今的智能手机行业越来越像曾经的PC，各种各样的公司都希望能从中切到属于自己的那份蛋糕。那么现今的智能手机行业到底怎样，一部手机各组件的成本到底多少，我们来看看Gartner与Nomura联合发布的智能手机行业现状报告：

• 随着4G技术的不断成熟，到2016年，3G与4G将成为市场的主流
• 明年3G设备的销售量有望突破10亿
• 苹果主导制造业（Manufacturing business），而高通则将引领组建市场（Component market）
• 到2015年，亚洲将占据智能手机市场近40%的市场份额

下图展示了一部手机的前端（front of phone）主要部件及价格，在所有组件中，存储芯片最昂贵

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而在手机的后端（back of phone），照相机成为最为昂贵的部件

http://img03.36krcnd.com/wp-content/uploads/2012/06/and-now-a-look-at-the-back-of-phone-new-high-end-cameras-including-apples-8-megapixel-lens-have-boosted-average-input-prices.jpg

尽管不是所有组件中最昂贵的，但是手机基带芯片（Cellular baseband）却是所有组件细分市场里最大的

http://img04.36krcnd.com/wp-content/uploads/2012/06/although-other-components-are-more-expensive-the-cellular-baseband-chip-remains-the-largest-component-sub-market.jpg

高通与德州仪器主导了移动设备的半导体芯片市场

http://img05.36krcnd.com/wp-content/uploads/2012/06/qualcomm-and-texas-instruments-are-the-lead-component-providers-for-mobile-devices.jpg

2011年，苹果超越诺基亚成为全球最大智能手机供应商

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苹果与三星目前各占据整个市场的19%，诺基亚则位居第二达18%，来自中国的华为和中兴则各自拥有3%和2%的市场份额http://img02.36krcnd.com/wp-content/uploads/2012/06/apple-currently-accounts-for-19-percent-of-the-market-neck-and-neck-with-samsung.jpg

而在价格的设定与维持能力上，苹果超越了所有竞争对手

http://img03.36krcnd.com/wp-content/uploads/2012/06/and-apple-has-consistently-outpaced-competitors-in-setting-and-maintaining-price.jpg

更高的价格意味着可获得更多的行业利润，苹果的利润高达35%

http://img04.36krcnd.com/wp-content/uploads/2012/06/those-higher-prices-mean-it-captures-the-highest-industry-margins-near-35-percent.jpg

智能手机正席卷全球，预计到2013年，亚洲将占据全球2/5的市场份额

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3G将逐渐成为市场的主导

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3G设备的销售量有望在明年突破10亿大关

http://img02.36krcnd.com/wp-content/uploads/2012/06/3g-device-sales-will-top-1-billion-either-this-or-next-year.jpg

苹果与Google的Android系统将成为整个智能手机爆发式增长的主导，如今已占据整个市场超过60%的份额

http://img03.36krcnd.com/wp-content/uploads/2012/06/that-explosive-growth-has-been-led-by-apple-and-android-operating-systems-which-together-power-more-than-60-percent-of-smartphones-in-use-today.jpg