iPhone掀起补贴大战，“不愁卖”的苹果越来越需要电商了

第一财经09-20

9月20日，iPhone16系列新机正式开售。伴随着iPhone16在电商平台上市即“破发”，电商“货量管够”的热闹，iPhone16新系列的发售情况背后，一个值得关注的现象是，苹果对电商的姿态变了。　　今年是苹果正式“上线”中国电商平台的第十年。2014年1月，“Apple Store 官方旗舰店”在天猫上线，成为苹果在中国除官网外的唯一一个官方网上销售渠道，京东在次年正式成为苹果公司官方直接...

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selling\", increasingly needs e-commerce","themeId":"ca387b33b88bfd6036cc9b3bfa557730","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1},"content_text":"9月20日，iPhone16系列新机正式开售。伴随着iPhone16在电商平台上市即“破发”，电商“货量管够”的热闹，iPhone16新系列的发售情况背后，一个值得关注的现象是，苹果对电商的姿态变了。\n　　今年是苹果正式“上线”中国电商平台的第十年。2014年1月，“Apple Store 官方旗舰店”在天猫上线，成为苹果在中国除官网外的唯一一个官方网上销售渠道，京东在次年正式成为苹果公司官方直接授权的线上经销商，抖音“Apple产品抖音自营旗舰店”也在去年上线。\n　　十年间，淘宝京东争相借助苹果的影响力彰显平台的品牌矩阵，拼多多“百亿补贴”低价心智的树立也很大程度仰赖于苹果，作为超级品牌，苹果在各渠道的货量、控价等都有着强大的话语权，过往，新机上市时，苹果如何管控渠道，严禁随意降价、可能向给拼多多等电商供货的供应商罚款等颇受市场关注，但如今，记者注意到，Phone16新机俨然已成电商平台“比价”的一环。\n　　拼多多“百亿补贴”首先发起了本轮苹果“价格战”，目前淘宝已经跟进。9月19日，拼多多iPhone 16价格为5399元起，相比官网降价600元，9月20日下午，记者查看发现，淘宝“百亿补贴”同样显示用户可抢补贴价5399元。\n\n　　“破价”的渠道商们的货量也相对充足。记者观察发现，9月20日上午，拼多多“百亿补贴”多个链接的iPhone16、iPhone16 plus显示“即将缺货”，仅剩个位数库存，但20日晚，拼多多“百亿补贴”频道仍有许多链接可购买到上述补贴价的iPhone16系列补贴产品。\n　　甚至iPhone在官方渠道与电商的合作也“默许”了一些电商权益的“抢跑”。尽管并未直接“破价”，但随着iPhone16新系列的销售，京东“Apple产品京东自营旗舰店”针对iPhone 16、iPhone 16 Plus推出了加价49元可得1年期AppleCare+，iPhone 16 Pro Max加价99元得1年期AppleCare+的服务，两项AppleCare+的价格分别下降了600元、800元。\n　　一个明显的趋势是，近两年，苹果愿意在电商平台做的事越来越多了。今年5月，苹果官方宣布参与618折扣活动，一反常态地加入了电商主流促销活动。5月31日，天猫Apple Store官方旗舰店开启了苹果官方在电商平台的全球首次“直播”，尽管直播内容更像是一场“产品功能介绍”并未直接带货，但直播间的右下角挂上了商品链接。未来，随着抖音、快手等更多渠道的开启，苹果在“直播带货”方面的尝试也并非没有可能。\n　　同时，苹果也在加速与即时零售电商的合作。今天上午，不少饿了么骑手参与了iPhone16的排队取货，记者了解到，今年饿了么与近4000家Apple 授权专营店建立了合作关系，支持iPhone 16新品预售及现货的同步开售。而在去年，iPhone 15 新机发售时，饿了么与苹果官方授权合作门店的合作数量还停留在近3000家。很显然，不再“高高在上”的苹果需要电商乃至更多形态的电商玩家，包括盒马会员店等也在今日开启了iPhone16线下售卖，买iPhone可抽“苹果石榴礼盒”。\n（第一财经记者任玉明摄）\n　　在这背后，从前“不愁卖”的苹果如今已然需要电商平台的“救火”。7月26日，研究机构IDC报告显示，苹果iPhone手机第二季度出货量下降3.1%，在中国市场销量排名跌出前五。iPhone16新系列发布后，多位分析师曾指出iPhone16 Pro型号销售可能较iPhone15 Pro疲软，iPhone16 Pro Max需求减弱。电商平台对苹果销量的带动已十分关键，记者了解到，目前，iPhone16 Pro Max在淘宝、饿了么均为销量最高的型号。某种程度上，产品创新的乏力中，苹果对渠道的“扩容”也有了更多需求。\n　　值得一提的是，随着苹果进一步“拥抱”电商，黄牛的盈利空间也因此受到了“挤压”。一位黄牛向记者表示，iPhone16 Pro 256GB的价格为9200元，相比官网价格加价300元，相比过往，黄牛抢购苹果的热情已大幅退潮。\n　　（本文来自第一财经）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Product Release","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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