軟件將蠶食1.2萬(wàn)億美元的服裝業(yè)
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????硅谷著名投資人馬克?安德森曾經(jīng)敏銳地指出，“應(yīng)用軟件正在蠶食世界”。上周四，研究公司Asymco的分析師霍雷斯?德迪歐進(jìn)一步論述了這種觀點(diǎn)。在仔細(xì)觀察了該產(chǎn)業(yè)之后，他得出結(jié)論：服裝業(yè)將成為下一個(gè)被蠶食的行業(yè)。 ????他寫道： ????“應(yīng)用軟件已經(jīng)“蠶食”了相當(dāng)份額的娛樂(lè)業(yè)【比如皮克斯動(dòng)畫工作室（Pixar）、iTunes、電子游戲】、通訊業(yè)（iPhone、安卓、短消息）以及包括新聞、管理和法律在內(nèi)的其他許多行業(yè)。它們正在進(jìn)入交通運(yùn)輸、能源和衛(wèi)生保健領(lǐng)域，并做好了進(jìn)攻銀行、金融和政府部門的準(zhǔn)備?！?/em> ????德迪歐認(rèn)為，規(guī)模高達(dá)1.2萬(wàn)億美元的服裝業(yè)已經(jīng)到了分崩離析的時(shí)候了。 ????人們花錢買衣服不僅是為了抵御自然環(huán)境的影響，就像付通訊費(fèi)不僅是為了傳達(dá)重要信息一樣。人們?cè)诜b上花的大部分錢、也許有80%，是為了滿足自己的心理需求。 ????“這其中蘊(yùn)藏著機(jī)遇。既然服裝的價(jià)值遠(yuǎn)非其功能性，那么我們完全可以用更好的解決方案來(lái)替代新產(chǎn)品在心理層面的作用。看看美國(guó)青少年的行為：舉個(gè)例子，隨著他們?cè)絹?lái)越依靠電子設(shè)備和服務(wù)來(lái)獲取良好的自我感覺(jué)，他們?cè)诜b上的花費(fèi)正變得越來(lái)越少。而在這樣的背景下，隨著購(gòu)買力向電子設(shè)備傾斜，服裝零售業(yè)就會(huì)陷入危機(jī)?！?/p> ????“那么誰(shuí)正在為這一趨勢(shì)厲兵秣馬呢？”在最后，他隱晦地點(diǎn)出了蘋果公司：“你可以看看業(yè)內(nèi)的招聘消息?！保ㄘ?cái)富中文網(wǎng)） ????譯者：嚴(yán)匡正 |
????Expanding on Mark Andreessen’s observation that “software is eating the world,” Asymco’s Horace Dediu took a close look Thursday at the industry he believes is next: Apparel. ????Already, he writes, ????Software has ‘eaten’ large portions of entertainment (e.g. Pixar, iTunes, video games), telecommunications (iPhone, Android, Messaging), various professions including journalism, management and law, and is entering transportation, energy and health care and poised over banking, finance and government.” ????Apparel, he believes, is a $1.2 trillion industry ripe for disruption. ????This amount of money is not spent only to protect the wearer from the elements — any more than the money spent on telecommunications is spent to convey vital information. Most of the value in apparel, perhaps 80%, is spent on solving psychological needs. ????“And therein lies the opportunity. As the value is beyond functional, substitution of psychological jobs by new products is a matter of engineering better solutions. Consider the behavior of US teens: anecdotally, their spending on apparel is fadingas the solution to feeling good about themselves increasingly relies on a device and service. Already, in this context, apparel retail is in crisis while buying shifts to devices.” ????“To know who’s already planning for this,” he concludes with a sly reference to Apple, “you can follow the trade news on the hiring of talent.” |
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