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專欄 - 蘋果2_0

三星:兩面受敵,處境狼狽

Philip Elmer-DeWitt 2011年09月06日

蘋果(Apple)公司內(nèi)部流傳著一個老笑話,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實扭曲力場”:你離他太近的話,就會相信他所說的話。蘋果的數(shù)百萬用戶中已經(jīng)有不少成了該公司的“信徒”,而很多蘋果投資者也賺得盆滿缽滿。不過,Elmer-DeWitt認為,在報道蘋果公司時有點懷疑精神不是壞事。聽他的應該沒錯。要知道,他自從1982年就開始報道蘋果、觀察史蒂夫·喬布斯經(jīng)營該公司。
世界頭號Android設備制造商眼下正兩面受敵,在柏林國際電子消費品展覽會也因禁售風波臨時變陣,草草收場。

????三星公司在柏林展位上匆忙遮蓋。來源:Android新聞網(wǎng)站AndroidPit

????上周,三星公司(Samsung)遭受雙重打擊,到底會傷筋動骨還是無關(guān)緊要,目前尚有待觀察。首先是其驚人的銷量引發(fā)質(zhì)疑;其次,三星銷售的產(chǎn)品與蘋果公司(Apple)的iPhone和iPad驚人的相似,涉嫌侵權(quán)。

????? 出貨量 vs.銷售額。去年12月,三星公司宣稱自己的7英寸銀河平板電腦(Galaxy Tab)出貨量達到了100萬臺,消息登上了不少媒體的頭條。但這個數(shù)字遭到斯蒂夫?喬布斯的公開質(zhì)疑,喬布斯戲稱,這100萬臺中的大多數(shù)可能都還躺在貨架上。如果周五《衛(wèi)報》(Guardian)的一篇報道可以采信,那么喬布斯可能比他自己所意識到的還要更接近事實真相。據(jù)聯(lián)想電腦公司(Lenovo)的高管安德魯?巴羅稱,2010年三星公司實際上只賣出了2萬臺銀河平板電腦——僅為其出貨量的2%。這個數(shù)字少得驚人,因而在科技類媒體上被廣泛報道。但由于此消息來自與三星公司競爭最激烈的對手之一,其可信度還有待檢驗。

????? 專利之戰(zhàn)??萍紝@┛虵OSS Patent的主筆弗洛里安?穆勒上周六報道稱,在柏林舉行的大型電子消費品展銷會開幕第二天,三星公司就被迫從展位上撤下其新款7.7英寸銀河平板電腦及其市場推廣材料。三星甚至刮掉了樣品下的產(chǎn)品名稱。當時來自世界各地的科技記者云集展會,這一幕就在眾目睽睽之下上演。這一風波的起因源自蘋果對三星的一系列專利訴訟。蘋果訴稱三星“亦步亦趨地”仿冒了自己的知識產(chǎn)權(quán)。上個月,杜爾塞多夫的地方法院做出了有利于蘋果公司的初步裁決,禁止在歐洲銷售10英寸的銀河平板電腦。據(jù)穆勒稱,該法院已發(fā)布了第二輪禁令,將禁售令擴大到了7.7英寸的新款上。

????盡管如此,三星仍有可能在訴訟戰(zhàn)中取勝,或是與蘋果達成某種形式的和解。三星也還有機會發(fā)布可信的銷售數(shù)字,區(qū)分清楚給經(jīng)銷商的出貨量與賣給終端客戶的銷量。但在此之前,三星公司的公關(guān)代表都會如坐針氈。以下內(nèi)容為穆勒翻譯的視頻采訪對話,內(nèi)容是AndroidPit網(wǎng)站的法比恩?羅林格采訪三星德國分公司新聞發(fā)言人。

????AndroidPit:大家都看見你們把所有7.7英寸銀河平板電腦都搬走了,還用一塊布遮住了(部分展臺)。這是怎么回事?

????三星公司:在當前情況下,我們已決定用其他參展的重點產(chǎn)品代替這款產(chǎn)品,也就是新款智能手機(Galaxy Note),因為,正如媒體所報道的那樣,我們不會在德國銷售這款產(chǎn)品,所以我們希望能向客戶集中展示其他產(chǎn)品——新款智能手機(Galaxy Note)。

????AndroidPit:這件事跟蘋果公司有什么關(guān)系嗎?

????三星公司:對于這件事,我得請你諒解,我不能對目前的(法律事務)進展發(fā)表任何看法。

????AndroidPit:那么很明顯你們想更多專注于這款智能手機,因此臨時決定重新布置展臺?

????三星公司:這款智能手機將是我們的重點產(chǎn)品,而因為其他產(chǎn)品無法在德國銷售,我想,集中展示將在德國推出的產(chǎn)品對(參展的)客戶會更好些,也更簡單些,也符合展會觀眾的利益。

????穆勒指出,這位名叫卡斯塔德特的發(fā)言人極力草草結(jié)束訪談,并自始至終避免提到“7.7英寸銀河平板電腦”這個詞,而是用“這個產(chǎn)品”,或“那個產(chǎn)品”來指代。產(chǎn)品被禁售,還要硬撐著在這個國家做生意可真不是件容易的事。

????譯者:清遠

????Samsung suffered a pair of setbacks last week, although whether they are substantive or superficial remains to be seen. One called into question its impressive sales figures, the other its legal right to sell devices that bear such a striking resemblance to Apple's (AAPL) iPhones and iPads.

????? Shipments vs. Sales. Samsung made headlines last year when it announced in December that it had shipped 1 million units of its 7-inch Galaxy Tab -- a figure that Steve Jobs publicly challenged, joking that most of those 1 million Tabs were probably still sitting on the shelf. Jobs may have struck closer to home than he realized, if a report in Friday's Guardian is to be believed. According to Andrew Barrow, an executive at Lenovo, Samsung sold only 20,000 Galaxy Tabs in 2010 -- just 2% of the 1 million it shipped. That's an astonishing low number that 's getting a lot of play in the tech press. But it cannot be considered definitive because it comes from one of Samsung fiercest competitors.

????? Patent wars. FOSS Patents' Florian Mueller reported Saturday that on the second day of a major electronics trade show in Berlin Samsung was forced to remove from its booth both its new 7.7-inch Galaxy Tabs and the promotional material that accompanied them. It even scraped off the product's name where it appeared below the samples. The incident -- which played out in front of tech journalists from around the world -- stemmed from one of the many patent suits Apple has filed against Samsung, accusing it of "slavishly" copying Apple's intellectual property. Last month a regional court in Dusseldorf issued a preliminary ruling in Apple's favor, banning the sale of the 10-inch Galaxy Tab in Europe. According to Mueller, the court has issued a second injunction extending the ban to cover the new 7.7-inch model.

????Samsung may yet prevail -- or reach a settlement -- in its court battles with Apple. And it may yet release credible sales figures that distinguish between shipments to distributors and sales to customers. Until then, its PR representatives are in a tough spot. Below: Mueller's translation of a video interview AndroidPit's Fabien Roehlinger conducted with the press spokeswoman of Samsung's German subsidiary.

????AndroidPit: People saw that you removed all Galaxy Tabs 7.7 and covered [parts of the tables] with a sheet. What's the matter with this?

????Samsung: We have decided -- on a current occasion -- to replace the product with our other IFA highlight product, the Galaxy Note, since, as the press reported, we weren't going to offer the product for sale in Germany anyway, so we want to show our customers the other product -- the [Galaxy] Note -- more closely.

????AndroidPit: Does this have to do with Apple by any chance?

????Samsung: On this one I have to ask you for your understanding that I'm not allowed to comment on an ongoing [legal] proceeding.

????AndroidPit: So this apparently means you want to focus more on the Galaxy Note and you have therefore taken a decision on short notice to rearrange your exhibits?

????Samsung: The Note was going to be our highlight product anyway and since the other product wasn't going to be sold in Germany at any rate, I believe it's also better for the consumers here [at the show] and simpler and in the interest of trade show visitors that we really show only those products that are really going to be released in Germany.

????Mueller points out that Karstadt managed to get through the Q&A without ever uttering the words "Galaxy Tab 7.7," referring to it instead as "the product" or "the other product." It's not easy doing business in a country where your product has been banned.

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