Counterpoint Research\u2019\u00fcn yay\u0131mlad\u0131\u011f\u0131 rapora g\u00f6re Apple, k\u00fcresel ak\u0131ll\u0131 telefon pazar\u0131nda gelir bak\u0131m\u0131ndan g\u00fc\u00e7l\u00fc bir \u00fcst\u00fcnl\u00fck kurdu. \u015eirket, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte d\u00fcnya genelindeki ak\u0131ll\u0131 telefon gelirinin yakla\u015f\u0131k yar\u0131s\u0131n\u0131 elde etti. Ayn\u0131 d\u00f6nemde iPhone\u2019un ortalama sat\u0131\u015f fiyat\u0131 da daha \u00f6nce g\u00f6r\u00fclmemi\u015f bir d\u00fczeye ula\u015ft\u0131. Bu tablo, Apple\u2019\u0131n gelir ba\u015far\u0131s\u0131n\u0131n yaln\u0131zca ka\u00e7 cihaz satt\u0131\u011f\u0131yla de\u011fil, cihazlar\u0131n\u0131 hangi fiyat seviyesinde sundu\u011fuyla da yak\u0131ndan ili\u015fkili oldu\u011funu g\u00f6steriyor.<\/p>\n
Raporda \u00f6ne \u00e7\u0131kan sonu\u00e7, Apple\u2019\u0131n gelir pay\u0131n\u0131n rakiplerinin toplam\u0131ndan de\u011fil, her bir rakibin pay\u0131ndan belirgin bi\u00e7imde y\u00fcksek olmas\u0131<\/strong>. Samsung sevkiyat hacminde liderli\u011fini s\u00fcrd\u00fcrse de gelir s\u0131ralamas\u0131nda Apple\u2019\u0131n gerisinde kald\u0131. B\u00f6ylece pazarda cihaz adedi ile elde edilen gelir aras\u0131ndaki fark daha g\u00f6r\u00fcn\u00fcr hale geldi.<\/p>\n Counterpoint Research verilerine g\u00f6re Apple, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte k\u00fcresel ak\u0131ll\u0131 telefon gelirinin y\u00fczde 50\u2019sini ald\u0131. Samsung y\u00fczde 19\u2019la ikinci s\u0131rada yer al\u0131rken Xiaomi\u2019nin pay\u0131 y\u00fczde 6 oldu. OPPO y\u00fczde 5, vivo ise y\u00fczde 4 gelir pay\u0131 elde etti. Bu oranlar, Apple\u2019\u0131n tek ba\u015f\u0131na pazar gelirinin yar\u0131s\u0131n\u0131 toplad\u0131\u011f\u0131n\u0131 ve en yak\u0131n rakibinin pay\u0131n\u0131n iki kat\u0131ndan fazlas\u0131na ula\u015ft\u0131\u011f\u0131n\u0131 ortaya koyuyor.<\/p>\n Bu kar\u015f\u0131la\u015ft\u0131rmada s\u00f6z konusu y\u00fczdeler, sat\u0131lan telefon adedini de\u011fil, ak\u0131ll\u0131 telefon sat\u0131\u015flar\u0131ndan elde edilen toplam geliri ifade ediyor. Dolay\u0131s\u0131yla gelir pay\u0131, markalar\u0131n sevkiyat hacminin yan\u0131 s\u0131ra cihaz fiyatlar\u0131ndan da etkileniyor. Apple\u2019\u0131n gelirdeki y\u00fcksek pay\u0131, \u00fcr\u00fcnlerinin ortalama fiyat\u0131n\u0131n bir\u00e7ok rakibinkinden daha y\u00fcksek olmas\u0131yla a\u00e7\u0131klan\u0131yor. Samsung\u2019un gelirde ikinci s\u0131rada bulunmas\u0131 ise \u015firketin geni\u015f \u00fcr\u00fcn yelpazesine ve farkl\u0131 fiyat segmentlerindeki sat\u0131\u015flar\u0131na ra\u011fmen Apple\u2019la aras\u0131ndaki fark\u0131n b\u00fcy\u00fck oldu\u011funu g\u00f6steriyor.<\/p>\n Rapora g\u00f6re iPhone\u2019un ortalama sat\u0131\u015f fiyat\u0131, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte 1.031 dolara \u00e7\u0131karak t\u00fcm zamanlar\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131. Bu de\u011fer, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine k\u0131yasla y\u00fczde 19\u2019luk art\u0131\u015f anlam\u0131na geliyor. Ortalama sat\u0131\u015f fiyat\u0131, sat\u0131lan iPhone\u2019lardan elde edilen gelirin cihaz say\u0131s\u0131na b\u00f6l\u00fcnmesiyle hesaplan\u0131yor. Bu nedenle art\u0131\u015f, kullan\u0131c\u0131lar\u0131n daha pahal\u0131 modellere y\u00f6nelmesi ve fiyat de\u011fi\u015fiklikleri gibi unsurlar\u0131n birle\u015fik etkisini yans\u0131t\u0131yor.<\/p>\n Counterpoint Ara\u015ft\u0131rma Direkt\u00f6r\u00fc Tarun Pathak, iPhone 18 Pro serisinin fiyat art\u0131\u015f\u0131na katk\u0131da bulundu\u011funu belirtti. Seri, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fin sonlar\u0131na do\u011fru sat\u0131\u015fa sunuldu\u011fu i\u00e7in d\u00f6nem genelindeki etkisi s\u0131n\u0131rl\u0131 bir zaman aral\u0131\u011f\u0131nda olu\u015ftu. Buna ra\u011fmen yeni Pro modellerinin daha y\u00fcksek fiyat seviyeleri, iPhone\u2019un ortalama sat\u0131\u015f fiyat\u0131n\u0131 yukar\u0131 ta\u015f\u0131yan etkenlerden biri oldu. Pathak\u2019\u0131n de\u011ferlendirmesine g\u00f6re Apple, ayn\u0131 d\u00f6nemde b\u00fcy\u00fck \u00fcreticiler aras\u0131nda pazar ko\u015fullar\u0131na kar\u015f\u0131 en diren\u00e7li markalardan biri olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n Raporda fiyatlara ve \u00fcr\u00fcn takvimine ba\u011fl\u0131 di\u011fer etkenler de s\u0131ralan\u0131yor:<\/p>\n Bu unsurlar birlikte ele al\u0131nd\u0131\u011f\u0131nda, Apple\u2019\u0131n gelir art\u0131\u015f\u0131n\u0131n temelinde sevkiyatlarda b\u00fcy\u00fck bir s\u0131\u00e7ramadan \u00e7ok fiyat ve \u00fcr\u00fcn karmas\u0131 de\u011fi\u015fikliklerinin bulundu\u011fu anla\u015f\u0131l\u0131yor. Counterpoint\u2019e g\u00f6re iPhone sevkiyatlar\u0131 ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine k\u0131yasla neredeyse sabit kald\u0131. Buna kar\u015f\u0131n ortalama sat\u0131\u015f fiyat\u0131n\u0131n y\u00fckselmesi, \u015firketin toplam gelirini ve gelir pay\u0131n\u0131 art\u0131rd\u0131.<\/p>\n Ak\u0131ll\u0131 telefon sevkiyatlar\u0131, yani belirli bir d\u00f6nemde piyasaya g\u00f6nderilen cihazlar\u0131n say\u0131s\u0131 a\u00e7\u0131s\u0131ndan Samsung liderli\u011fini korudu. \u015eirket k\u00fcresel sevkiyatlar\u0131n y\u00fczde 22\u2019sini ger\u00e7ekle\u015ftirirken Apple\u2019\u0131n pay\u0131 y\u00fczde 21 oldu. B\u00f6ylece iki marka aras\u0131ndaki sevkiyat fark\u0131 yaln\u0131zca bir y\u00fczde puan\u0131na indi. Bu \u00f6l\u00e7\u00fcm, gelir pay\u0131ndan farkl\u0131 olarak cihaz adedine odaklan\u0131yor.<\/p>\n Sevkiyat oranlar\u0131 ile gelir oranlar\u0131n\u0131 yan yana koymak, pazar\u0131n nas\u0131l farkl\u0131la\u015ft\u0131\u011f\u0131n\u0131 g\u00f6steriyor: Samsung sevkiyatlarda Apple\u2019\u0131n \u00f6n\u00fcnde olsa da gelir pay\u0131nda Apple\u2019\u0131n y\u00fczde 50\u2019sine kar\u015f\u0131l\u0131k y\u00fczde 19\u2019da kald\u0131. Ba\u015fka bir ifadeyle Apple, sevkiyatlarda Samsung\u2019a yak\u0131n bir paya sahipken sat\u0131\u015flardan elde edilen toplam gelirde \u00e7ok daha b\u00fcy\u00fck bir pay ald\u0131. Bu fark, y\u00fcksek fiyatl\u0131 iPhone modellerinin Apple\u2019\u0131n gelir performans\u0131ndaki \u00f6nemini<\/strong> ortaya koyuyor.<\/p>\n Rapordaki veriler, Apple\u2019\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekteki gelir ba\u015far\u0131s\u0131n\u0131n daha fazla telefon satmas\u0131ndan ziyade, y\u00fcksek ortalama fiyat\u0131n\u0131 korumas\u0131 ve \u00fcr\u00fcn gam\u0131n\u0131n \u00fcst segmentine y\u00f6nelik talep sayesinde g\u00fc\u00e7lendi\u011fine i\u015faret ediyor. Bununla birlikte, sevkiyat paylar\u0131n\u0131n birbirine yakla\u015fmas\u0131 Apple\u2019\u0131n cihaz adedi bak\u0131m\u0131ndan da Samsung\u2019a yak\u0131n bir konumda bulundu\u011funu g\u00f6steriyor. Counterpoint Research\u2019\u00fcn raporu, gelir ve sevkiyat \u00f6l\u00e7\u00fcmlerinin birbirinden ayr\u0131 de\u011ferlendirilmesi gerekti\u011fini vurgulayan bir pazar tablosu sunuyor.<\/p>\nGelir s\u0131ralamas\u0131nda Apple a\u00e7\u0131k ara \u00f6nde<\/h2>\n
iPhone\u2019un ortalama fiyat\u0131 1.031 dolara y\u00fckseldi<\/h2>\n
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Sevkiyat lideri Samsung, gelirde ikinci s\u0131rada<\/h2>\n