The mobile-apps industry is still in its infancy, but it is already
taking on giants.
移动应用行业仍处于萌芽阶段,但已经开始叫板互联大佬们。
Apps are cheap to make and easy to distribute, forcing many old-line industries to rethink the way they do business.
移动应用开发成本低、易于分销,迫使很多传统行业重新思考其开展业务的方式。
With a single click, millions of Americans are comparing prices, hailing taxis and downloading addictive videogames to their smartphones.
只消简单地点击一下,数百万美国人就可以比较价格,叫出租车,把令人欲罢不能的游戏下载到他们的智能手机上。
'You don't have to be a huge company with billions of dollars to build a business anymore; you really can be two guys in a basement,' said Jeff Haynie, chief
executive of Appcelerator, which licenses software for app developers. 'Very
traditional models are getting disrupted.'
为应用开发者提供软件授权的Appcelerator的首席执行长海尼(Jeff Haynie)说,现在不一定非得是有着数十亿美元资金的大企业才能开展业务;两个人在地下室就可以办个公司。极传统的模式开始被颠覆。
That trend is set to continue as more consumers
switch from simple mobile phones to smartphones that spur app consumption. Last year marked the first time more U.S. mobile phone users had smartphones than simpler feature phones, according to data from comScore Inc.
随着更多消费者从简单手机升级到有望促进移动应用消费的智能手机,这一趋势很可能会继续。据comScore Inc.的数据显示,去年美国智能手机用户数量首次超过性能手机用户。
Here are industries under
pressure because of the rise of apps:
移动应用的兴起将给以下行业带来压力:
Retail
零售业
Amazon.com Inc. solidified the
concept of 'showrooming' in 2011 when it introduced its Price Check mobile app, which allows people to compare store prices with online prices by pointing their smartphone at a barcode.
2011年,亚马逊(Amazon.com Inc.)推出了Price Check移动应用,将"去实体店体验在网上购买"这一概念具体化。用户可以把智能手机对准一个条形码,利用这个移动应用比较实体店价格和网上价格。
It has since become a phenomenon, as more consumers use big-box retailers and other stores to test out products, only to buy them cheaper online or directly from their phones.
这逐渐成为一种现象,更多的消费者利用大型零售商和其他实体店体验产品,而后在网上以更低的价格购买或直接通过手机购买。
Other such apps have followed, such as PriceScan and eBay Inc.'s RedLaser. The free apps have become more sophisticated, including directing users to nearby stores with lower prices and
offering coupons and other rebates.
其他类似的移动应用也应运而生,比如PriceScan和eBay Inc.的RedLaser。这些免费移动应用的功能更多,包括将用户指引到附近价格更低、提供优惠券和其他折扣的实体店。
At Best Buy Co., more than three in five consumers now use their smartphone to
comparison shop, up from about one in 10 two years ago, according to a recent
survey from consulting firm Kurt Salmon Associates.
据咨询公司Kurt Salmon Associates最近的一项调查显示,在百思买(Best Buy Co.),目前有六成以上的消费者使用智能手机比较价格,而两年前这样做的顾客只有一成。
Retailers are
trying various approaches to
thwart showrooming, including
stockingexclusive items, dynamic pricing schemes and price-matching.
零售商们正在千方百计地防止消费者去实体店体验在网上购买,包括储备高档商品、动态定价机制和差价返还策略。
Brookstone Inc. Chief Executive Stephen Bebis says the company was forced to change
strategy by app users. Brookstone, known for its electronics products, has increased the number of house-branded and
exclusive products to prevent itself from becoming a showroom for lower-priced e-commerce retailers, for instance.
Brookstone Inc.首席执行长贝比斯(Stephen Bebis)说,移动应用用户迫使该公司改变了战略。比如,以电子产品闻名的Brookstone增加了自有品牌和高档产品的数量,以防自己成为价格更低的电商的体验店。
'Sixty-five percent of our sales are now our own products,' said Mr. Bebis. 'I'm not sure there would be a Brookstone today if we hadn't done that.'
贝比斯说,目前我们的销售额有65%来自我们自己的产品,如果我们没有这样做的话,我不确定Brookstone现在是否还能存在。
Taxis
出租车行业
Apps for sharing and arranging rides have thrown a
wrench into the engines of
traditional black car and yellow cab services, which are an $11
billion industry.
用于安排租车和拼车的移动应用给传统的出租车行业带来了挑战。这个行业规模有110亿美元。
With names like Lyft, SideCar and Uber, the apps promise cheaper and more
efficient service by connecting drivers with passengers using Global Positioning Systems embedded in most smartphones.
Lyft、SideCar和Uber等移动应用承诺提供更便宜、更高效的服务,它们的方法是借助大部分智能手机中内置的全球定位系统(GPS)将司机和乘客联系在一起。
The free-to-download services work differently. SideCar and Lyft rely on drivers who use their own cars to shuttle customers around town after work, on weekends and, in some cases, as a second job. Uber and the smaller TaxiMagic work with existing taxi fleets and
function more like a
traditional dispatcher, though with fares that can run higher.
这些免费下载服务的功能各不相同。SideCar和Lyft依靠的是下班后或周末甚至是兼职用自己的车载客的司机。Uber和更小的TaxiMagic则依靠现有的出租车队,功能更像是传统意义上的调度员,但车费可能会更高。
The apps companies have faced regulatory pushback, including from the California Public Utilities Commission, which said the apps skirt taxi and limousine rules. The CPUC is reviewing the companies' business practices, while Philadelphia's Parking Authority has issued fines to SideCar.
这些移动应用公司一直面临监管上的阻力,包括来自加州公用事业委员会(California Public Utilities Commission)的阻力。该机构说,这些移动应用规避了对出租者和豪华轿车的规定。加州公共事业委员会正在评估公司的业务做法,而费城停车管理局(Philadelphia's Parking Authority)已经向SideCar发了罚单。
While the services generally
operate in just a few U.S. cities, they are expanding rapidly. Lyft started service in the Los Angeles area this year and will soon bring it to Seattle, while Uber recently began operating in Singapore, adding to locales in the U.S., Europe and Australia. SideCar this year is adding various U.S. cities such as Boston and Washington.
尽管这种服务目前只有少数几个美国城市才有,但却在迅速地扩大到更多的城市。Lyft今年在洛杉矶地区开始提供这种服务,不久后将扩大到西雅图。而Uber在美国、欧洲和澳大利亚的基础上,最近又开始在新加坡提供服务。SideCar今年将增加波士顿和华盛顿等众多美国城市。
Videogames
电子游戏业
The rise of apps has caught the $15
billion U.S. videogame industry flatfooted.
移动应用的兴起让规模150亿美元的美国电子游戏业感到措手不及。
The industry grew up selling game consoles and cartridges for people to use in their living rooms and basements, tethered to a television. And while videogames are also played on desktop computers and
portable consoles, most game publishers were slow to
embrace the small
screen of the mobile phone.
电子游戏业的发展壮大是通过销售游戏机和游戏带实现的,人们可以在客厅或是地下室把这些设备连上电视机打游戏。电子游戏在台式电脑和便携式游戏机上也可以玩,而大部分游戏发布商在适应移动手机的小屏幕方面都行动缓慢。
New mobile games like the popular 'Angry Birds' and 'Cut the Rope' are low cost, typically 99 cents to download, or free with
advertising support. Users could carry dozens of games with them on their smartphones and not face the added costs of buying new cartridges or CDs.
热门游戏"愤怒的小鸟"(Angry Birds)和"割绳子"(Cut the Rope)等新款移动游戏价格低,常常只需0.99美元即可下载,带广告支持的游戏甚至是免费的。用户可以在自己的智能手机上装上数十款游戏,而不必面对购买新游戏带或CD盘的额外成本。
These businesses don't require the infrastructure that
traditional game companies need, such as
retail space for cartridges and consoles, as well as the cost of packaging,
这些业务不需要传统游戏公司所需要的基础设施,比如销售游戏带和游戏机的零售空间,也没有包装成本。
Consoles typically cost $200 or more, and many shrink-wrapped video games cost $60.
游戏机价格通常为200美元甚至更高,很多带收缩塑料薄膜包装的电子游戏价格为60美元。
Last year, packaged games sold in the U.S. totaled $7.1
billion in sales, down 21% from a year ago, while spending on
purely digital content such as mobile games and in-app purchases jumped 16% to $5.92 billion, according to market researcher NPD Group.
据市场研究公司NPD Group的数据,去年美国带包装游戏的总销售额为71亿美元,同比下滑21%,而在移动游戏等纯数字内容以及应用内购买上的支出飙升了16%,至59.2亿美元。
Even new game makers like Zynga Inc. have been tripped up by the apps trend. Zynga rose to prominence by
offering social games like 'FarmVille' on Facebook Inc.'s website. But Zynga's shares have plunged over concerns the company was overdependent on Facebook and was weak in mobile games.
就连Zynga Inc.等新游戏开发商也因没有紧跟移动应用的潮流而马失前蹄。Zynga通过在Facebook Inc.网站上提供FarmVille等社交网络游戏而成名。但投资者担心该公司过于依赖Facebook,在移动游戏方面能力较弱,公司股价随之暴跌。
'Zynga has always been aware of the power of mobile,' said Travis Boatman, Zynga's
senior vice president of mobile. But 'the size and speed of the mobile business has been tremendous, more than anyone expected.'
Zynga负责移动业务的高级副总裁博特曼(Travis Boatman)说,Zynga一直清楚移动业务的力量,但移动业务的规模和速度非常惊人,超过了任何人的预期。
Wireless carriers
移动运营商
A number of texting and free- or low-cost
calling apps--notably WhatsApp and Skype