Apple Inc. and Google Inc. have brought mobile giants Nokia Corp. and Research In Motion Ltd. to their knees and captured more than 80% of the world's smartphone market. Now they are going after the rest.
苹果(Apple Inc.)、谷歌(Google Inc.)已让手机巨头诺基亚(Nokia Corp.)和Research In Motion Ltd.(简称RIM)屈服,并取得了世界智能手机市场80%以上的份额。现在它们正在追逐剩下的份额。
Apple is marching into new markets -- most recently U.S. prepaid mobile phones -- to continue the growth of its iPhone and iPad devices and iOS software.
苹果正在向新的市场进发(最新一个目标是美国预付费手机市场),以延续其iPhone、iPad终端和iOS软件的增长势头。
At the same time, the company is developing software, such as mapping, that it once obtained from Google to make its devices stand out and to control some features more tightly.
与此同时,这家公司也在自行开发以往依靠谷歌提供的软件(比如地图软件),以便其终端产品能够卓尔不群,并能更紧密地控制某些终端功能。
Google is shifting gears with its Android software to exert greater control over its destiny. In the past, Google relied on
hardware manufacturers to build Android devices and on carriers and other retailers to sell them to consumers.
谷歌正在对其安卓(Android)软件改弦易辙,以便更加牢固地掌握它的命运。谷歌过去是依靠硬件生产商来制造安卓终端,并依靠电信运营商和其他零售企业将这些终端卖给消费者。
Today, Google is
partly adopting Apple's integrated model by manufacturing some devices on its own and it plans to sell several devices directly with big marketing campaigns.
如今,谷歌正自行生产部分终端,并计划通过发起盛大的营销活动直接销售多款终端,它此举其实是部分采用了苹果的一体化模式。
What's behind these moves? Apple and Google see bigger gains ahead. Of the about 1.4
billion phones sold this year, only about 35% will be smartphones, a
percentage projected to climb to 75% in the next five years, according to
research and trading firm Wedge Partners. That
potentialbounty is intensifying the fight to sell more devices and accompanying services.
它们为什么要这么做?苹果和谷歌看到了更大的利润空间。在今年卖出的约14亿部手机里,智能手机将只占35%左右的比例。据研究与交易公司Wedge Partners预测,未来五年这个比例将升至75%。这种潜在奖赏正在加剧两家公司出售更多终端及相关服务的竞争。
Their ambitions are squeezing onetime market leaders RIM and Nokia. Last week, Nokia said its cellphone business is deteriorating rapidly and it would cut another 10,000 jobs by the end of 2013. BlackBerry-maker RIM is undergoing a strategic
review under a new chief
executive as its losses have mounted and its stock has slid.
它们的宏伟目标正在挤压昔日的市场领头羊RIM和诺基亚。诺基亚上周表示其手机业务正在快速恶化,2013年年底之前将进一步裁员1万人。由于公司亏损加大、股价下跌,生产黑莓(BlackBerry)手机的RIM公司正在新任首席执行长领导下进行一场战略评估。
Nokia, RIM and others 'really underestimated what Apple and Google could do,' said Michael Gartenberg, an analyst at
research firm Gartner Inc. While Apple and Google have built up a 'tremendous lead' thanks to their
ability to offer books, music and hundreds of thousands of mobile apps, he said the mobile market is accelerating so much that 'anything could change very quickly.'
研究公司Gartner Inc.的分析师加滕伯格(Michael Gartenberg)说,诺基亚、RIM等公司其实是低估了苹果和谷歌能够做的事情。他说,虽然苹果和谷歌因为能够提供图书、音乐和数十万种移动应用软件而取得了"强大的领先地位",但由于手机市场千变万化,"任何事情都有可能很快发生改变"。
Overall, Google's Android held 59% of global smartphone shipments in this year's first quarter, up from 36.1% a year earlier, while Apple had 23%, up from 18.3%, according to IDC. Smartphones powered by Nokia's Symbian OS, which it is phasing out in favor of software from Microsoft, dropped to 6.8% from 26% over the same period, and RIM's share fell to 6.4% from 13.6%.
据国际数据公司(IDC)的数据,安卓手机在今年一季度全球智能手机发货量当中占据59%的份额,高于去年同期的36.1%;苹果手机的份额则从18.3%上升到23%。同一时间段,安装诺基亚赛班(Symbian)系统的智能手机从26%下降到6.8%,RIM的份额从13.6%下降到6.4%。诺基亚正在逐渐抛弃赛班,换用微软的软件。
Yet Apple and Google -- just bit players in the mobile market five years ago -- face challenges that could trip up the two amid fast-changing
consumer tastes and evolving technology.
但在消费者口味迅速变化、科技日新月异的情况下,五年前在手机市场只是配角的苹果和谷歌仍然面临着一些挑战,它们有可能摔跟头。
Google, which gives away its Android software to
device makers, doesn't make much money from the devices, even though it comes preloaded with Google's search engine and other services, analysts say.
分析师说,谷歌将其安卓软件送给终端生产商,尽管软件预载了谷歌的搜索引擎等服务,但谷歌并没有从手机中挣到多少钱。
Its free software also has spawned devices with hundreds of different
screen sizes and versions. Many Android devices are powered by older versions of the software, making it a
challenge for apps to work well across them.
其免费软件还衍生了数百种不同屏幕尺寸和版本的终端。很多安卓手机安装的都是旧版操作系统,这使应用程序很难在不同手机上良好运行。
Google is moving to address such issues: Its $12.5
billionacquisition of handset maker Motorola Mobility Holdings Inc. takes it directly into hardware. Google also opened an online store to sell future Android devices, and is expected to spend heavily to
promote the gadgets.
谷歌正在采取措施解决这类问题:通过以125亿美元的价格收购手机生产商摩托罗拉移动公司(Motorola Mobility Holdings Inc.)而直接进入了硬件领域。谷歌还开设了一家网络商店出售将来的安卓终端,外界预计谷歌将投入巨资推广这些产品。
In coming weeks, Google is expected to unveil a lower-priced Android
tablet that it developed with Asustek Computer Inc. to dent the market share of Apple's iPad, people familiar with the matter have said.
知情人士曾说,预计谷歌将在接下来几个星期推出一款与华硕电脑有限公司(Asustek Computer Inc.)联合开发的低价安卓平板电脑,以削弱苹果iPad的市场份额。
Because of Google's prior approach to the mobile market, one major problem is that 'the
consumer experience is highly variant' depending on which Android
device a person uses, said Rajeev Chand, a managing
director at boutique
investment bank Rutberg & Co. 'Google is now
trying to wrest back control' of Android.
投资银行Rutberg & Co.的董事总经理昌德(Rajeev Chand)说,由于谷歌先前在移动市场采取的方针,它现在面临的一个主要问题便是消费者体验差异很大,不同的安卓终端带给用户的体验不同;谷歌正在努力收回控制权。
Google officials didn't immediately
respond to requests for comment.
谷歌方面人士没有立即回复置评请求。
Apple, whose iPhone shipments grew 89% during the first quarter of the year, estimates IDC, compared with 50% for the smartphone industry, faces
pressure from investors to
sustain that growth.
据IDC估计,今年一季度苹果iPhone发货量增长89%,相比之下整个智能手机行业的发货量增长率为50%。苹果面临着投资者要求维持这一增长势头的压力。
An Apple spokeswoman referred to Chief Executive Tim Cook's past remarks
calling the size and momentum of Apple's app store 'just phenomenal,' and said its U.S. prepaid plans will make the iPhone more accessible.
苹果一位发言人引用首席执行长库克(Tim Cook)过去的话说,苹果应用商店的规模和发展势头"有目共睹"。这位发言人还说,苹果在美国市场推出的预付费方案将使iPhone更易为更多的人所接受。
Apple has taken steps to make the iPhone, whose 4S model Apple sells at a starting price of $649 for customers without a wireless contract, more affordable. Apple and its wireless partners now keep older iPhone models on the market at lower prices and sometimes at no
charge with a wireless contract.
目前,不带无线合约的iPhone 4S起价为649美元,苹果已经采取措施让消费者更能买得起iPhone。苹果及其无线运营商伙伴目前在继续出售老款iPhone,价格更低,在带无线合约的情况下有时候甚至可以零元购机。
In recent weeks, Apple also said it would soon allow some U.S. carriers to sell iPhones with prepaid service plans, though consumers must shell out more for the phone upfront. Such plans are less
expensive than longer contracts from wireless carriers, which also put the
device out of reach for those who wanted more
flexible billing.
苹果还在近几个星期表示,很快它就会允许美国一些运营商按预付费方案出售iPhone,不过相比之下消费者就得先拿更多的钱来支付手机费用。这类方案的价格低于与运营商签订长期合同,而且签合同的话,希望付费方式更加灵活的消费者就不会买iPhone了。
Apple 'needs to keep innovating at the high end and stake a flag in the mid tier,' said Brian Blair, an analyst with Wedge Partners.
Wedge Partners的分析师布莱尔(Brian Blair)说,苹果需要在高端不断创新,并且在中端插上一面标志势力范围的旗帜。
As Google and Apple's share has grown, the fighting between them has intensified. Last week, Apple unveiled the next
version of its software for iPhones and iPads with a slate of features aimed at distancing itself from Google. They include a mapping service and enhanced Siri 'virtual assistant' that provides an
alternative way to search for information besides the
traditional Google search box.
随着各自份额的增长,谷歌和苹果之间的竞争也在加剧。上周苹果发布了iPhone和iPad下一个版本的软件,其中一系列功能就是为了与谷歌拉开距离。这包括一款地图服务和改进版的Siri虚拟助手。增强的Siri为用户搜索信息提供了使用传统的谷歌搜索框之外的一个新选择。
Google, meanwhile, has accelerated plans to
launch its own Siri
competitor that would work on Android-powered devices, people familiar with the matter have said.
与此同时,知情人士曾说,谷歌加快了推出其Siri竞争对手的步伐,这款软件将运行于安卓终端上。
Both companies also are
trying to make their software more ubiquitous by pushing versions for tablets and TV software, believing consumers are going to want their phones to connect to a range of other wireless devices and services. Analysts said that other tech companies without similar reach will struggle to stay
relevant to consumers.
另外,两家公司都想通过推广平板电脑软件和电视机软件,让自己的软件更加普及。它们相信,消费者希望把自己的手机同其他一系列无线终端和服务连接起来。分析人士表示,其他没有类似业务的公司将很难保持对用户的吸引力。
Jessica E. Vascellaro / Amir Efrati