????今年三月，三星（Samsung）在一場轟轟烈烈如百老匯歌劇般的發布會上推出了Galaxy S4。華爾街當時一致預測它的銷量即將超越蘋果（Apple），因為iPhone 5上市已有半年，而目前尚無新品推出。

????不過，事與愿違，三星近日宣布Galaxy S4銷量低于預期。華爾街于是紛紛應和，稱原因在于高端智能手機市場已經開始趨于飽和，而蘋果iPhone銷量也會受到影響，甚至會比Galaxy S4更嚴重。

????所以，威瑞森（Verizon）上周四公布第二季度財報時，大家著實吃了一驚。數據顯示，這家公司上季度激活的750萬部智能手機中，有390萬部（51%）是iPhone。

????“390萬部這個數字超過了我們預計的350萬部。”宏橋信托投資集團（BTIG）分析師沃爾特?皮斯基在致客戶的報告中寫道：“而且，iPhone激活量在上季度增速超過40%，而一季度其漲幅還僅為25%。”

????威瑞森并未透露剩下的360萬部中有多少是Android手機，當然，其中三星手機占比多少我們更無從得知了。（財富中文網）

????譯者：項航

????When Samsung introduced the Galaxy S4 with Broadway-style fanfare in March, the assumption on Wall Street was that it was going to steal a march on Apple (AAPL), whose newest iPhone was already 6 months old and not getting any younger.

????When Samsung sold fewer Galaxy S4s than expected, the assumption on the Street was that the market for high-end smartphones had become saturated, and that Apple's iPhone sales would suffer the same fate -- or worse -- as the Galaxy S4's.

????"3.9 million topped our estimate of 3.5 million," BTIG's Walter Piecyk wrote in a note to clients, "and growth in those activations accelerated to >40% in Q2 from 25% in Q1."

????Verizon didn't specify how many of the other 3.6 million activations were Android phones, or what percentage of those Androids were Samsung's.