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    山雨未来风满楼

    继2001年iPod上市,2007年iPhone上市,一个扫荡全球音乐市场,改变行业走向,市场分额占到70%,而另一个成为智能手机的新秀,占到市场分额13%,大有赶超Palm之势。2009年新一代iPod Touch将对掌机游戏市场进行重新洗牌,正当SONY,NOKIA,SAMSUNG,LG奋力追赶之时,苹果的下一个革命性产品,平板电脑即将上市。山雨未来风满楼,关于该产品的猜测很多,但大都没有击中要害。

    前几天去书展的时候,看到了传说中的Kindle电子书阅读器,使用起来比较麻烦,外型一般而且功能单一。到目前为止,图书市场还没有被“数字化革命”,虽然有很多类似的厂家,但电子书阅读器还没有普及,根本原因有两条:阅读器的昂贵,电子书选择余地太小,没有市场规模,而且没有行业统一的标准,SONY,AMAZON各行其事,互不相让。

    鹬蚌相争,渔人得利。我预计苹果推出的平板电脑将对出版业造成一定的冲击:通过iTunes网上商店庞大的客户群建立电子书销售,道理和Music, Movie, Podcast, iTunes U一样,加一个链接叫iBook(区别与前些年的笔记本电脑).这样也可以通过iPod Touch或者iPhone进行下载。统一的技术标准便于市场整合。此外,平板电脑的强大硬件,软件功能可以用来上网,听音乐,应用界面简单方便,以后会在触摸界面上开发更多软件。从价格来看,估计在600欧元到700欧元之间。临时总裁Cook,曾是康柏的经理,早就说过,上网本这种东西苹果不会生产。根据苹果的性格:从不附和,商业模式出奇至胜,当然,最重要的一条,高利润。令竞争对手可望而不可及。

    p.s. 什么东西到中国市场,就要听中国人的了。iPhone被中移动抛弃,被中国联通去掉WIFI功能。iPod Touch屡次“越狱”(破解),音乐花钱?脑子进水了?网上下载啊!想想yahoo, ebay, 贝塔斯曼,全部“被和谐”。。。中国人民很行!

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    ibook必然高利润,虽然已经有免费替代产品了,最有价值的是itunes自己的用户群和针对客户的不断创新!
    Oct. 29

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