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專(zhuān)欄 - 蘋(píng)果2_0

新平臺(tái)之戰(zhàn):谷歌Play對(duì)決蘋(píng)果iTunes

Philip Elmer-DeWitt 2012年07月02日

蘋(píng)果(Apple)公司內(nèi)部流傳著一個(gè)老笑話(huà),那就是史蒂夫·喬布斯周?chē)且黄艾F(xiàn)實(shí)扭曲力場(chǎng)”:你離他太近的話(huà),就會(huì)相信他所說(shuō)的話(huà)。蘋(píng)果的數(shù)百萬(wàn)用戶(hù)中已經(jīng)有不少成了該公司的“信徒”,而很多蘋(píng)果投資者也賺得盆滿(mǎn)缽滿(mǎn)。不過(guò),Elmer-DeWitt認(rèn)為,在報(bào)道蘋(píng)果公司時(shí)有點(diǎn)懷疑精神不是壞事。聽(tīng)他的應(yīng)該沒(méi)錯(cuò)。要知道,他自從1982年就開(kāi)始報(bào)道蘋(píng)果、觀(guān)察史蒂夫·喬布斯經(jīng)營(yíng)該公司。
誰(shuí)將成為一鍵式休閑娛樂(lè)購(gòu)物的霸主?新的谷歌Play與蘋(píng)果 iTunes之間的戰(zhàn)爭(zhēng)即將打響。

谷歌play首次登場(chǎng)。圖片:癮科技

????谷歌(Google)在上周的I/O開(kāi)發(fā)者大會(huì)上進(jìn)行了諸多主題展示,第二天,分析人士一致認(rèn)為,蘋(píng)果(Apple)無(wú)需過(guò)度擔(dān)心谷歌在周三(6月27日)發(fā)布的硬件設(shè)備。售價(jià)299美元的Nexus Q和蘋(píng)果電視很像,但價(jià)格是后者的三倍。而售價(jià)199美元的Nexus 7平板電腦瞄準(zhǔn)的是亞馬遜Kindle而非iPad。至于售價(jià)1500美元的谷歌眼鏡——一款增強(qiáng)現(xiàn)實(shí)型頭戴式演示設(shè)備,或許會(huì)帶來(lái)一場(chǎng)文化革命,以將該設(shè)備推向以時(shí)尚為導(dǎo)向的大眾市場(chǎng)。

????不過(guò),有一項(xiàng)聲明應(yīng)該引起了蘋(píng)果密切關(guān)注:谷歌宣布將安卓市場(chǎng)(Android Marketplace)更名為谷歌play(Google play)。

????雖然安卓平臺(tái)在智能手機(jī)銷(xiāo)量上遙遙領(lǐng)先,但在與蘋(píng)果iTunes的競(jìng)爭(zhēng)中卻一直處于下風(fēng),這是個(gè)不爭(zhēng)的事實(shí)。盡管Android的應(yīng)用程序數(shù)量已接近蘋(píng)果(60萬(wàn)對(duì)65萬(wàn)),但在其它方面,前者幾乎完敗。iTunes用戶(hù)聆聽(tīng)的音樂(lè)更多;購(gòu)買(mǎi)的應(yīng)用程序更多,同時(shí)保存的時(shí)間也更長(zhǎng);他們觀(guān)看的廣告更多,購(gòu)買(mǎi)的商品也更多,所創(chuàng)造出來(lái)的收益也遙遙領(lǐng)先(2012年第二財(cái)季為19億美元)。

????一些人指出,蘋(píng)果兩周前在其全球開(kāi)發(fā)者大會(huì)上公布了一條極為重要的消息:該公司已擁有4億信用卡賬號(hào),比去年增加了一倍,已超過(guò)任何一家在線(xiàn)零售商,即便是亞馬遜也不得不甘拜下風(fēng)。4億賬號(hào);數(shù)十億歌曲、電影、電視劇和書(shū)籍;方便快鍵的一鍵支付以及遍布全球的存儲(chǔ)服務(wù)器,這一切造就了iTunes平臺(tái)無(wú)以倫比的用戶(hù)粘性。

????所以,蘋(píng)果很可能注意到了,攜新名稱(chēng)和新功能而來(lái)的谷歌play看起來(lái)和iTunes極為相似:就是一個(gè)提供休閑娛樂(lè)的一站式虛擬賣(mài)場(chǎng)。

????在谷歌發(fā)布會(huì)結(jié)束僅20分鐘,一個(gè)“意外”出現(xiàn)了,彭博社(Bloomberg)發(fā)布了一條來(lái)自“熟知內(nèi)情人士”的新聞,指出蘋(píng)果正計(jì)劃對(duì)iTunes進(jìn)行全面升級(jí)。根據(jù)彭博社的說(shuō)法,本次更新將是“這家全球最大的音樂(lè)商店自其 2003年首發(fā)以來(lái)的最大調(diào)整”。

????這基本可以看作蘋(píng)果對(duì)谷歌發(fā)布會(huì)的官方反應(yīng)。iTunes平臺(tái)過(guò)于臃腫,需要進(jìn)行全面調(diào)整,這是眾所周知的,而蘋(píng)果正在進(jìn)行此方面工作也早已不是新聞。博客9to5Mac的馬克?古爾曼早在四月就發(fā)布了此類(lèi)文章(甚至還有截圖)。

????不過(guò),從這則新聞出現(xiàn)的時(shí)機(jī)可以看出,蘋(píng)果對(duì)谷歌的反擊現(xiàn)已正式開(kāi)始。讓新平臺(tái)之戰(zhàn)來(lái)得更猛烈些吧!

????譯者:項(xiàng)航

????The consensus among analysts the day after Google's (GOOG) jam-packed I/O keynote is that Apple (AAPL) doesn't have much to fear from the hardware unveiled on Wednesday. The $299 Nexus Q mimics Apple TV but at three times the cost. The $199 Nexus 7 tablet is aimed at Amazon's (AMZN) Kindle, not the iPad. And it's going to take a cultural revolution to turn Google Glass -- the company's $1,500 augmented reality head mounted display -- into a mass market line of fashion eyeware.

????But there was one announcement that should give Apple pause: The rebranding of the Android Marketplace into Google play.

????It's no secret that the Android platform -- despite its dominance in terms of smartphones sold -- has been struggling to hold its own against Apple's iTunes. Although Android has nearly caught up to Apple in the sheer number of available apps (650,000 vs. 600,000), in almost every other respect it trails far behind. iTunes users listen to more music, buy more apps, keep them longer, look at more ads, purchase more products and generate far more revenue ($1.9 billion in fiscal Q2 alone).

????Some have argued that the most important announcement Apple made at its World Wide Developers Conference two weeks ago was that the company now has 400 million credit cards on file -- double last year's total and more than any other online retailer, including Amazon. Those 400 million accounts -- and the billions of songs, movies, TV shows and books purchased with a single click and stored on millions of hard drives around the world -- are the glue that makes the iTunes platform so sticky.

????So it probably didn't escape Cupertino's notice that with its new name and new features, Google play looks an awful lot like iTunes: A one-stop virtual shopping mall for entertainment.

????And it may not be an accident that 20 minutes after the end of Google's presentation,Bloomberg ran a piece -- sourced by "people with direct knowledge of the matter" -- saying that Apple was getting ready to release an overhaul of iTunes that would mark, according to the story, "one of the largest changes to the world's biggest music store since its 2003 debut."

????It was the closest thing we're likely to get to an official Apple response to Google's keynote. The fact that the famously bloated iTunes platform needed an overhaul and that Apple has been working on one is not news. 9to5Mac's Mark Gurman had the story (with screenshots) in April.

????But timing of the leak -- if that's what it was -- suggests that the game is now officially on. Let the next platform war begin.

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