谷歌强力整合生态系统对抗苹果
Philip Elmer-DeWitt | 2012-06-29 15:51
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[译文]
In a jam-packed keynote that included a long list of significant software announcements, a box full of free hardware and a live-streamed skydive onto the roof of Moscone West, Google (GOOG) unveiled its strongest challenge yet to Apple's (AAPL) computing and entertainment ecosystem.
The highlights of the two hour-plus presentation:
• Google Play, a rebranding of Android Market in which 600,000 apps have been enhanced with movies, TV shows, books and magazines to compete with Apple's iTunes.
• The Nexus Q, a $299 bowling ball-shaped media player that plugs into a TV, connects wirelessly to speakers and serves as a gateway to the content on Google Play. Can be controlled party-style by several Android devices simultaneously.
• Nexus 7, a 7-inch $199 tablet built for Google by Asus that looks (and is priced) more like the Amazon (AMZN) Kindle Fire than an Apple iPad. Comes with Google Chrome built-in.
• Jelly Bean (A.K.A. Android 4.1) enhanced with Siri-like voice controls and dictation, an improved photo-sharing feature called Google Beam, improved search and navigation, and a bottom-up performance upgrade called Peanut Butter.
• Google Glass, the company's futuristic computer-in-an-eyeglass-frame, which will be available for sale to developers in early 2013 for $1,500.
The biggest crowd pleaser: The announcement that all 6,000 attendees will be getting a free Nexus Galaxy phone, a Nexus 7 tablet and a Nexus Q media player.
The dramatic highlight: The live-streamed video of Google Glass-wearing stuntmen performing a variety of death-defying feats: skydivers jumping out of a passing airplane to land on the roof of the Moscone West; cyclists leaping from building to building via bicycle ramps; mountain climbers rappelling down the side of the conference center.
Almost lost in the hoopla is the fact that except for its lead in Android phone sales, Google is playing catch-up on almost every front. Google Play and the Nexus Q, in particular, are coming in late. Microsoft (MSFT) has a huge installed base of multi-media players in its XBox 360 and Apple has a decade-long head start with iTunes.
Analysts wasted no time comparing Google's offerings to Apple's:
"In our view," wrote Topeka's Brian White in a quick note to clients, "Apple's ecosystem still remains the best in the mobile device world with over 650,000 apps in total and 225,000 apps that are native to the iPad. This compares to 600,000 apps in total for Google and an insignificant amount that are native for tablets. Apple already has 400 million accounts on the App Store with more than 30 billion App downloads, while 125 million users have registered for iCloud."
From Forrester's James McQuivey: "Learning a lesson from Amazon, Google can see that the only way to beat the premium-worthy iPad is to go for the millions of customers who are ready for smaller and cheaper tablets and then grow those customers into more Android powered devices and, more importantly, Google-powered services like Google Play and whatever paid video experience YouTube will likely create. That range of services will be the secret to stitching together this rag-tag fleet of Android gadgets into a platform that can compete with Apple for minutes of user's attention rather than premium device dollars."
"The $199 tablet price point as well as improved content availability could draw some consumers to the Android ecosystem," wrote ISI's Brian Marshall. "We believe GOOG is making meaningful improvements to its ecosystem/Android and that the $199 price point could help GOOG gain some traction in tablets. However, we believe AAPL remains well ahead and are comfortable with our iPad estimates (e.g., 64mil in CY12, 80mil in CY13)."

戴着谷歌眼镜的跳伞运动员准备跳下
谷歌(Google)的主题展示安排得满满当当,包含了一长串重大的软件发布公告、满满一盒免费硬件,以及一段跳伞空降到旧金山莫斯克尼西会展中心屋顶的实况视频。通过这次展示会,谷歌正式亮剑,公布了迄今对苹果(Apple)计算和娱乐生态系统发起的最强劲挑战。 演说持续了两个多小时,其中的亮点如下: • 谷歌Play:谷歌对安卓市场进行了全新升级,以对抗苹果iTunes。谷歌Play将提供60万个应用程序,还将提供电影、电视、书籍和杂志等内容。 • The Nexus Q,售价299美元的保龄球形状媒体中心,插在电视上,可以通过无线与扬声器相连,其作用是访问谷歌Play内容的家庭网关。Nexus Q能同时由多台Android设备控制,很有派对风范。 • Nexus 7,售价199美元的7英寸屏平板电脑,由华硕(Asus)为谷歌打造,其外形(和价格都)更像亚马逊(Amazon)的Kindle Fire,而不是苹果iPad。Nexus 7将内置谷歌Chrome浏览器。 • 果冻豆(Jelly Bean,又名Android 4.1):增加了与苹果智能语音助手Siri类似的语音控制功能;图片分享功能得到升级,新名称为谷歌Beam;搜索和导航功能也有所强化;整个系统还进行了一次名为“花生酱”的升级,整体性能得到了不小的提升。 • 谷歌眼镜:谷歌的未来产品,目的是将计算机放置入一副眼镜中,计划于2013年初开始面向开发者销售,价格为1,500美元。 | In a jam-packed keynote that included a long list of significant software announcements, a box full of free hardware and a live-streamed skydive onto the roof of Moscone West, Google (GOOG) unveiled its strongest challenge yet to Apple's (AAPL) computing and entertainment ecosystem. The highlights of the two hour-plus presentation: • Google Play, a rebranding of Android Market in which 600,000 apps have been enhanced with movies, TV shows, books and magazines to compete with Apple's iTunes. • The Nexus Q, a $299 bowling ball-shaped media player that plugs into a TV, connects wirelessly to speakers and serves as a gateway to the content on Google Play. Can be controlled party-style by several Android devices simultaneously. • Nexus 7, a 7-inch $199 tablet built for Google by Asus that looks (and is priced) more like the Amazon (AMZN) Kindle Fire than an Apple iPad. Comes with Google Chrome built-in. • Jelly Bean (A.K.A. Android 4.1) enhanced with Siri-like voice controls and dictation, an improved photo-sharing feature called Google Beam, improved search and navigation, and a bottom-up performance upgrade called Peanut Butter. • Google Glass, the company's futuristic computer-in-an-eyeglass-frame, which will be available for sale to developers in early 2013 for $1,500. |

Nexus Q媒体中心
最大的惊喜:谷歌宣布,到场的6,000名与会者,每人都会获赠一部Nexus盖世(Galaxy)手机、一部Nexus平板和一台Nexus Q媒体中心。 极具戏剧性的场面:特技表演者佩戴着装有视频摄像头的谷歌眼镜,表演了一系列惊险至极的特技动作:极限跳伞演员从一架飞机上高空跳伞,径直降落到莫斯克尼西会展中心的屋顶上;极限自行车运动员通过惊险的特技坡道,从一座建筑飞跃到另一座建筑上;最后,极限登山运动员沿着绳索从展中心中央天而降。 场面上的热闹几乎掩盖了这样一个事实:除了Android手机销量独占鳌头,谷歌在其它方面几近全败,该公司几乎在各个前沿方向都扮演着追赶者角色。而谷歌Play和Nexus Q出现得实在有点迟了。微软(Microsoft)背靠Xbox 360的多媒体播放器已经拥有了巨大的装机量,而苹果的iTunes早在十年前就已经出现。 分析师们没有浪费时间,他们第一时间将谷歌的新产品与苹果进行了对比: 投资机构Topeka的布莱恩•怀特向客户发出了即时报告,他写道:“在我们看来,苹果的生态系统仍然是移动领域最好的,总计超过65万个应用程序,22万5,000个原生iPad应用程序。与其相比,谷歌应用程序的总数为60万个,但其中针对平板电脑的原生应用则少得可怜。苹果应用程序商店的注册帐号超过4亿,应用程序下载量超过300亿次,iCloud的用户数目前也达到了1.25亿。” 资讯公司Forrester公司的詹姆斯•麦克奎维称:“谷歌从亚马逊身上看到,击败高端设备iPad的唯一途径就是赢得众多预备购买尺寸较小、价格较低的平板电脑的客户,然后引导这些客户购买更多由Android驱动的设备,更重要的是,引导他们使用谷歌Play等谷歌自有服务,以及观看YouTube上可能出现的付费视频节目。这些服务将成为一个秘密武器,把这支由Android设备组成的乌合之众整合成能与苹果抗衡的平台,从而与苹果竞争用户的使用时间,而不是高端设备的销售收入。 投资公司ISI的布莱恩•马歇尔写道:“这台平板电脑199美元的定价,再加上新增增加的大量内容,有可能会将一些消费者吸引到Android生态系统。我们相信谷歌正在大幅改善其生态系统和Android,而且199美元的定价将有助于谷歌在平板电脑领域赢得消费者。然而,我们相信苹果仍遥遥领先,同时也对我们关于iPad销量的预测抱有信心(例如,2012年为6,400万部,2012年为8,000万部)。” 译者:项航 | The biggest crowd pleaser: The announcement that all 6,000 attendees will be getting a free Nexus Galaxy phone, a Nexus 7 tablet and a Nexus Q media player. The dramatic highlight: The live-streamed video of Google Glass-wearing stuntmen performing a variety of death-defying feats: skydivers jumping out of a passing airplane to land on the roof of the Moscone West; cyclists leaping from building to building via bicycle ramps; mountain climbers rappelling down the side of the conference center. Almost lost in the hoopla is the fact that except for its lead in Android phone sales, Google is playing catch-up on almost every front. Google Play and the Nexus Q, in particular, are coming in late. Microsoft (MSFT) has a huge installed base of multi-media players in its XBox 360 and Apple has a decade-long head start with iTunes. Analysts wasted no time comparing Google's offerings to Apple's: "In our view," wrote Topeka's Brian White in a quick note to clients, "Apple's ecosystem still remains the best in the mobile device world with over 650,000 apps in total and 225,000 apps that are native to the iPad. This compares to 600,000 apps in total for Google and an insignificant amount that are native for tablets. Apple already has 400 million accounts on the App Store with more than 30 billion App downloads, while 125 million users have registered for iCloud." From Forrester's James McQuivey: "Learning a lesson from Amazon, Google can see that the only way to beat the premium-worthy iPad is to go for the millions of customers who are ready for smaller and cheaper tablets and then grow those customers into more Android powered devices and, more importantly, Google-powered services like Google Play and whatever paid video experience YouTube will likely create. That range of services will be the secret to stitching together this rag-tag fleet of Android gadgets into a platform that can compete with Apple for minutes of user's attention rather than premium device dollars." "The $199 tablet price point as well as improved content availability could draw some consumers to the Android ecosystem," wrote ISI's Brian Marshall. "We believe GOOG is making meaningful improvements to its ecosystem/Android and that the $199 price point could help GOOG gain some traction in tablets. However, we believe AAPL remains well ahead and are comfortable with our iPad estimates (e.g., 64mil in CY12, 80mil in CY13)." |
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