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The author:(作者)归海一刀
published in(发表于) 2014/2/11 9:23:11
New wave of smart devices, Apple only when it’s time,

New wave of smart devices, Apple only when it's time to step-Smart Watch, smart home, Apple-IT news New wave of smart devices, Apple only when it's time to step

From the CES began before the Spring Festival, and wearable smart home smart devices such as tech's hottest topics. As industry giant Google since last year has been to buy a wide range of Intelligent Robotics and hardware, is very big. Contrary, the Apple is still focused on iPhone and iPad Shang, why is that?

Since 2012, Google, Sony and Samsung, giant company has launched its own smart hardware products, like Nest, Smarthings, Pebble, Fitbit and Withings start-up company compete to launch its own smart home products and wearable devices. In this wave of smart home and intelligent hardware, Apple is still waiting for the right time to sell.

Current smart hardware market is small and not worthy of Apple to enter:

For Apple this year hundreds of billions of dollars from the profits of enterprises, all size in billions or even hundreds of billions of dollars in market currently intelligent hardware and smart home market is still at an early stage, far less than Smart phone Tablet PC And PC markets.

The Control4 smart home market in 2013, is worth less than $ 500 million, 2012 revenue of only about $ 100 million. If Nest,Control4,Withings,Fitbit,Pebble and a series of smart hardware plus the valuation of startups, have not reached US $ 10 billion, we estimate.

So Apple is not currently entered the smart home and intelligent hardware market is not surprising.

Instead, Apple instead of car market showed a huge interest in unification ambitions of the automotive world. The reason is simple, the current scale at the level of trillions of dollars of auto industry, only GM's 2012 revenue to reach $ 152.3 billion; and focus of the Tesla electric car market has exceeded 20 billion US dollars. It is not difficult to explain why Apple licked on the automotive market.

Apple is energies are limited, still need to focus on core products:

According to Apple on January 28 the morning release of 2014 for the first-quarter earnings show that iPhone revenues (US $ 32.4 billion) per cent of total revenues ($ 57.6 billion) of the 56%. Cash flows gave the product, Apple is supposed to devote more energy to ensure its leadership position in intelligent machines and other niche products.

In addition, according to market research firm IDC expects 2013 global smart phone shipments will exceed 1 billion, an increase of 39.3%. Given a 1 billion shipments, and also in the fast-growing smartphone market, Apple has no reason to be distracted doing other products.

Market's advantages in attracting Apple to continue her focus on Smartphone, and fierce market competition is spurred Apple, with its focus on Smartphone and tablet markets, ensuring its leading position in terms of product and user experience.

As the Smartphone form matures, increases pressure on Apple in terms of innovation, you need to put more effort and money to ensure that product innovation leader. In this context, Apple acquired can be integrated into iPhone technology companies, such as speech recognition company Siri, chip design firm Intrinsity, Passif Semiconductor firm Primesense 3D sensors, processors, company and company AuthenTec fingerprint recognition.

Apple isn't great Internet company:

Apple is an excellent hardware/software company, but not a great Internet company. Absolute world-class hardware/software experience Apple, but Apple has yet to be found in the Internet services, Google, Facebook, etc all have a large gap.

Apple itself has recognized this weakness will only be in the spate of mergers and acquisitions mergers and acquisitions in recent years some excellent Internet startups. For example Apple in recent years has acquired 5 map service providers, trying to catch up with Google Maps service.

In addition, Apple has in recent years acquired the social networking companies Topsy, personal search Cue, movement of data AlgoTrim data compression company, Notes application Catch and Matcha video recommendation service company.

It can be predicted that Apple would continue through acquisitions to make up for its deficiencies in service delivery on the Internet, narrowing the gap with companies like Google and Facebook, will abandon their core Web service integration in the iOS system.

Apple needs a healthy eco-system, rather than doing anything:

For Apple, APP Store is built in the iOS system lies at the heart of its ecosystem, Apple APP Store ecosystem maintenance is important to that will not be easily stimulated and developer of risk behaviors.

Intelligent hardware, for example, Apple fully support smart hardware company around the iOS platform, helping them sell their products; the current APP smart Hardware Store online and physical stores have become a central channel of distribution.

It follows that Apple won't set foot in Terminal hardware in the short term, more to encourage intelligent hardware and home automation companies Made for iPhone, enrich itself again through intelligent hardware ecosystem. Of companies Apple such GFA is more interested in platforms and entry level opportunities, and will not be satisfied with one or two terminals.

Guided by this policy, Apple itself copied to the iOS platform and APP Store ecosystem in different areas, such as smart auto market, the smart watch market, as well as the smart home of the future market.

Of course, for relatively large market potential of smart watches and smart auto market, Apple had to do something, while for intelligent hardware, still at its early wearable devices and smart home products, Apple patents and technologies in more reserves, will not easily launch terminal products. It is reported that in terms of smart watch, Apple has hundreds of people working around the clock in research and development, 1-2 was expected to be released.


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新一代智能设备潮,苹果该出手时才出手 - 智能手表,智能家居,苹果 - IT资讯
新一代智能设备潮,苹果该出手时才出手

从春节前的CES开始,智能家居和可穿戴智能设备等就成为科技界的热门话题。作为科技业界的巨头,谷歌从去年开始就不断收购一系列智能硬件和机器人公司,动作很大。反观苹果却仍然聚焦在iPhoneiPad上,这是为什么?

2012年以来,Google、Sony和Samsung等巨头公司先后推出了自己的智能硬件产品,类似Nest、Smarthings、Pebble、Fitbit和Withings等创业公司竞相推出自己的智能家居产品和可穿戴设备。在这场智能硬件与智能家居浪潮中,苹果却依然在等待合适的时机出手。

当前智能硬件市场尚小,还不值得苹果进入:

对于苹果这样年营收上千亿美元的企业来讲,只会关注规模在百亿甚至千亿美元的市场;而目前智能硬件和智能家居市场还处于早期阶段,规模远不及智能手机平板电脑和PC市场。

就拿2013年上市的智能家居企业Control4来讲,目前市值不足5亿美元,2012年收入只有1亿美元左右。如果将Nest,Control4,Withings,Fitbit,Pebble等一系列智能硬件创业公司的估值相加,估计也还没有达到100亿美元。

所以苹果当前尚未进入智能硬件和智能家居市场也就不足为奇了。

相反,苹果反而在汽车市场流露出了巨大的兴趣,大有一统汽车江湖的野心。原因很简单,当前汽车产业规模处在万亿美元的级别,仅通用汽车2012年营收就达到1523亿美元;而专注于电动车的Tesla的市值也已经突破200亿美元。这也就不难解释苹果为何对汽车市场垂涎三尺了。

苹果精力有限,仍需专注核心产品:

根据苹果1月28日早间发布的2014年第一财季的财报显示,iPhone营收(324亿美元)就占到总营收(576亿美元)的56%。面对现金流如此给力的产品,苹果理应投入更多的精力来确保其在智能机等优势产品的领导地位。

此外,根据市场研究机构IDC预计,2013年全球智能手机的出货量将超过10亿部,同比增长39.3%。面对一个已经10亿出货量,并且还在高速增长的智能手机市场,苹果没有理由分心去做别的产品。

市场的利好吸引着苹果继续专注智能机市场,而日益激烈的市场竞争更是鞭策着苹果,让其更加专注于智能机和平板市场,确保其在产品和用户体验方面的领先地位。

随着智能机形态的成熟,苹果在创新方面的压力增大,需要投入更多的精力和资金来确保产品创新方面的领先地位。在此背景下,苹果并购了一些能够整合到iPhone内的技术公司,例如语音识别公司Siri、芯片设计公司Intrinsity、3D感应器公司Primesense、处理器公司Passif Semiconductor和指纹识别公司AuthenTec。

苹果还不是优秀的互联网公司:

苹果是一个出色的软硬结合公司,但不是一个出色的互联网公司。软硬结合体验方面苹果绝对世界一流,但是苹果在互联网服务方面还尚未找到感觉,与Google、Facebook等都有不小的差距。

苹果自身也认识到了这方面的短板,才会在近几年并购中接连并购一些优秀的互联网创业公司。例如苹果在最近几年中先后收购了5个地图服务提供商,试图追赶Google地图服务。

除此之外,苹果近几年还收购了社交数据公司Topsy、个人搜索公司Cue、移动数据压缩公司AlgoTrim、记笔记应用Catch和视频推荐服务公司Matcha。

可以预见,苹果将会继续通过收购来弥补其在互联网服务提供能力上面的不足,缩小同Google和Facebook等公司的差距,将自家的核心互联网服务整合到iOS系统中去。

苹果更需要一个健康的生态体系,而不是什么都自己做:

对于苹果而言,建立在iOS系统之上的APP Store是其生态系统的核心所在,苹果会非常重视APP Store生态体系的维护,不会轻易做出刺激和危害开发者的行为。

以智能硬件为例,苹果在全力扶植围绕iOS平台的智能硬件企业,帮助他们销售产品;目前APP Store网店和实体店铺已经成为智能硬件分销的一个核心渠道。

由此看来短期内苹果不会轻易涉足终端硬件,更多是鼓励智能硬件和智能家居企业Made for iPhone,通过智能硬件来再次丰富自身的生态体系。苹果这种体量的公司更看重的是平台和入口级的机会,并不会满足于做好一两个终端产品。

在此策略指引下,苹果会将自己iOS平台和APP Store生态体系复制到不同的领域中去,例如智能汽车市场,智能手表市场,以及未来的智能家居市场。

当然,对于市场潜力比较大的智能手表和智能汽车市场,苹果已经有所行动;而对于尚处早期的智能硬件、穿戴设备和智能家居产品,苹果会更多进行专利和技术储备,不会轻易推出终端产品。据悉,在智能手表方面,苹果已经有几百人在夜以继日的研发中,预计1-2年内会发布。


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