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iPod不死,承載蘋果新使命

iPod不死,承載蘋果新使命

Don Reisinger 2012-10-12
iPod在蘋果公司的復興過程中的確功不可沒。然而,對于這家市值全球第一的公司來說,iPod的重要性還體現(xiàn)在另一個層面上。它作為移動音樂和視頻播放平臺,正在被整合到新一代功能更加強大的產(chǎn)品中。因此,iPod不會消亡,而是進入到發(fā)展歷史的新階段。

????曾經(jīng)有段時間,幾乎所有的分析師都會在投資報告中大談特談iPod。而如今,你很難再看到有哪篇投資報告會再提及iPod。用業(yè)內(nèi)分析師的話來說,這樣一個銷售額僅占蘋果總營收3%的產(chǎn)品已經(jīng)是“明日黃花”了。

????蘋果對待iPod的態(tài)度也令人玩味。一方面,iPod每年仍可以為蘋果帶來數(shù)億美元的營收,因此蘋果并不想完全放棄該產(chǎn)品。但是與iPod相比,蘋果更看重的是iPhone或iPad的銷量。因為iPhone或iPad的售價更高,有助于蘋果提升業(yè)績,進而能夠不斷地超越華爾街的預期。再加上iPhone或iPad高企的利潤率,就不難理解為什么iPod不受重視了。

????但是,iPod每年仍能為蘋果帶來數(shù)億美元的現(xiàn)金收入,因此它仍有存在的必要。蘋果雖然會繼續(xù)推出新款iPod,但原因僅僅是不想讓華爾街失望。也因為如此,蘋果在最近iPhone 5發(fā)布會上同時發(fā)布了新款iPod Touch和iPod Nano。這兩款產(chǎn)品被巧妙安排在iPhone 5發(fā)布之后推出,既保證了宣傳效果又不至于搶了iPhone 5的風頭。

????蘋果或許會慢慢地將iPod邊緣化。最終有一天,iPod對蘋果的業(yè)績的影響會變得微乎其微,消失在蘋果的產(chǎn)品線中,而普通消費者或許絲毫不會介意。盡管如此,有一點卻是毋庸置疑,即用戶購買每一部iPhone或iPad 也就等于是在購買iPod。畢竟,這些產(chǎn)品集成了iPod的所有功能,無論從哪點上來說,它們都是iPod的延伸。

????這就是iPod依然重要的原因。很顯然,曾經(jīng)風靡全球的iPod終將退出歷史舞臺,但是它作為移動音樂和視頻播放平臺,正在被整合到新一代功能更加強大的產(chǎn)品中。由此可見,iPod依然重要,iPod不會消亡,而是進入到發(fā)展歷史的新階段。

????譯者:唐昕昕

????There was a time when iPod discussions made up nearly all the investor notes analysts sent out. Nowadays, it's hard to find a single analyst that'll even mention the music players in their advice to shareholders. At just 3% of Apple's overall business, iPods have become -- to borrow a term from analysts -- immaterial.

????Apple has walked an odd tightrope with the iPod. On one hand, the company doesn't want to totally ignore the devices, since they're still bringing in billions of dollars in sales each year. However, Apple would much prefer to sell iPhones or iPads over iPods. The company's flagship devices sell at higher prices, helping it to boost its performance and continue to beat Wall Street expectations. Add that to the high margins they produce, and it quickly becomes clear why iPods are an afterthought.

????Still, because iPods generate billions in cash for Apple each year, they've become a bit of a necessity -- the products that Apple will continue to release simply because it doesn't want to disappoint Wall Street. So, the company recently announced a new iPod Touch and iPod Nano at its iPhone 5 event. The announcements were strategically placed after the iPhone 5 was announced to all but guarantee they were given low billing in news stories.

????Does the average person care that Apple is slowly easing iPods aside until finally, its impact on its financials is so small that it can discontinue them? Not a chance. A solid argument can be made that every iPhone or iPad a person buys is really another iPod sale. After all, those devices integrate all of the features found in today's iPods. They are, for all intents and purposes, iPods on steroids.

????That's why the iPod really matters. The iPod as we once knew it is definitely going the way of the Dodo. But the iPod – a platform that allows consumers to play music and video while mobile – is morphing into its next state as a component in a product that can do more. And that's why it still matters: The iPod isn't dying. The iPod is simply entering the next phase of its long history.

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