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          專欄 - 蘋果2_0

          蘋果電視把持流媒體細(xì)分市場

          Philip Elmer-DeWitt 2013年07月19日

          蘋果(Apple)公司內(nèi)部流傳著一個(gè)老笑話,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實(shí)扭曲力場”:你離他太近的話,就會(huì)相信他所說的話。蘋果的數(shù)百萬用戶中已經(jīng)有不少成了該公司的“信徒”,而很多蘋果投資者也賺得盆滿缽滿。不過,Elmer-DeWitt認(rèn)為,在報(bào)道蘋果公司時(shí)有點(diǎn)懷疑精神不是壞事。聽他的應(yīng)該沒錯(cuò)。要知道,他自從1982年就開始報(bào)道蘋果、觀察史蒂夫·喬布斯經(jīng)營該公司。
          市場調(diào)研公司Frost & Sullivan最新的調(diào)查發(fā)現(xiàn),人們在互聯(lián)網(wǎng)上觀看流媒體時(shí),用得最多的設(shè)備還是蘋果電視,盡管它目前提供的內(nèi)容范圍相對狹隘。

          2012全球IP流媒體細(xì)分市場份額餅狀圖

          ????幾個(gè)月前,我曾試著做一個(gè)類似的餅圖,但收效甚微。因此,我很高興能看看到Frost & Sullivan的專業(yè)市場研究員是怎么做的。

          ????同我一樣,他們沒有把微軟(Microsoft)的Xbox包括在內(nèi)。這款產(chǎn)品具有某些相同的媒體功能,但它主要還是一款游戲機(jī)。與我不同的是,他們沒有忘掉TiVo,也沒有忘記將Boxee、羅技(Logitech)、Liberty、西部數(shù)據(jù)(Western Digital)、美國網(wǎng)件公司(Netgear)、美國無線電公司(RCA)、索尼(Sony)以及Vizio等公司推出的各式各樣的產(chǎn)品考慮在內(nèi)。

          ????另外一點(diǎn)不同在于,他們沒有對銷量進(jìn)行預(yù)估。而我做出過預(yù)測。

          ????下面是Frost & Sullivan對蘋果電視及其56%的市場份額所做出的評論:“目前為止,蘋果占據(jù)了大半的市場份額。雖然蘋果電視的節(jié)目內(nèi)容相對較少,但目前市場的核心價(jià)值并非流媒體電視體驗(yàn)。蘋果電視的AirPlay功能設(shè)計(jì)精巧,能極其方便地將筆記本或平板電腦中的視頻傳輸?shù)诫娨暺聊簧稀6鳤irPlay——注意,并不是所謂的互聯(lián)網(wǎng)流媒體——正是用戶踴躍購買蘋果電視的關(guān)鍵原因。Roku排名第二。它擁有豐富的電視節(jié)目,而且與時(shí)代華納有線(Time Warner Cable)等付費(fèi)電視臺(tái)簽署了一系列協(xié)議。不過,這一細(xì)分市場的發(fā)展?jié)摿δ壳叭詿o法判斷。我們要看到的是,雖然99美元的機(jī)頂盒發(fā)展迅猛,但它的總裝機(jī)量非常少。”

          ????他們補(bǔ)充道,谷歌(Google)“未涉足這個(gè)細(xì)分市場,這一點(diǎn)十分引人注目”。(財(cái)富中文網(wǎng))

          ????譯者:項(xiàng)航

          ????I took a crack at a pie chart like this a couple months ago with limited success, so I was pleased to see how the professional market researchers at Frost & Sullivan do it.

          ????Like me, they left off Microsoft's (MSFT) Xbox, which has some of the same media functions but is primarily a game machine. Unlike me, they remembered to include TiVo (TiVO) and an assortment of products from Boxee, Logitech (LOGI), Liberty (LMCA) , Western Digital (WDC), Netgear (NTGR), RCA (GE) , Sony (SNE), Vizio and others.

          ????They didn't offer any sales estimates. I did.

          ????In any event, here's what they had to say about Apple's (AAPL) offering and its 56% share of the market:

          ????"Apple accounts for the majority of sales by far, despite offering relatively narrow content access – this is not (yet) a market being driven by the value proposition of a streaming TV experience. AppleTV's AirPlay feature was strategically crafted to simplify the process of transferring laptop and tablet displays to a TV screen, and it is AirPlaying – not OTT streaming – that is the primary reason for purchase of AppleTV devices. Roku is the second largest vendor in this space and is driving growth through a strong lineup of content as well as through a series of agreements with Pay TV vendors such as Time Warner Cable. The long-term potential for this segment does remain uncertain. It is important to note that while current?growth rates are high, the total installed base of $99 streaming boxes is quite low."

          ????Google (GOOG), they add, "is conspicuous by its absence in this segment."

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