Do you think Apple's most afraid of? Microsoft? Samsung? Nokia? RIM? HTC? ... ... No ... ... is Google, Amazon, and Facebook. (Aside loyalty marketing aspects of these things aside, saying only that the operational level, also consider I say nothing of North Korea to sell their kidneys like the stuff)
Microsoft has always been the traditional burn soy sauce (MSN, LIVE, Bing, Zune, Kin ... ... Xbox and Kinect is one of the few profitable money-losing years before the project N). Microsoft has more money, but as the market value of the first companies, Apple more money ... ... Microsoft is the PC era boss may never have a chance to change, because the desktop era is the era is past. Opportunities for mobile Windows Mobile is very slim, because it does not complete the Apple ecosystem, and no Android fans of many partners. A system to succeed, the key will have to see the application. Apple AppStore has over 500,000 models procedure, Android also has 30 million lines. Microsoft came too late, how much chance of it? Convince consumers to choose a non-mainstream system is sufficient reason to require the user to migrate the system is a cost, not to mention there is a strong Network Effect (network effect: The more valuable the more people, the higher viscosity, such as FaceT ime, iMessage only iOS device interoperability). Desktop operating systems and mobile devices OS difference too, if Microsoft did not create heavyweight application, if the developer can not attract large numbers of short enough for its development programs (100,000 +), only to make trouble attractive interface (also fight But Apple) stuff like the game is absolute. Even more frightening is the user's concept: "Microsoft is king of the desktop, and in the mobile space is just a loser" this view, once formed, is difficult to change. Basically, the WM system in the foreseeable few years, is still destined to be a soy sauce, soy sauce as the concentration is not important.
Nokia, RIM has long been Apple fall by the wayside, is that the problem of premature death later died. Samsung was the most capable hands of Google's little brother: the ability to integrate industry leading, first-class industrial design, the core components of all self-produced (screen, CPU, memory, Flash memory, ...) together with a strong marketing team and industry-wide cooperation between ... ... Although relying on Apple hardware business into high-american hair models, profit first, but Apple on Samsung's tension, see War of litigation in recent months will know. HTC also inexperienced, the Samsung is a shrink a few times just to win Google will win Samsung, HTC easily piggyback on the pack up.
Amazon is a heterogeneous low-key, a hiddentiger. The world's largest online store, but you do not think it is like Dangdang Jingdong electrical business. In rice countries, Amazon and more fun things, like light Amazon B2C business there: the traditional Amazon online store, Music / Video sales and rental (like iTunes), Kindle e-book hardware + resources invincible sales (iPod + iTunes model ), Amazon App Store, Amazon Cloud Drive, games / software / audio books and other digital products distribution ... ... Q12011, Amazon growth rate of 38%, turnover is also 16% higher than Google, Wal-Mart's brand value has been exceeded ... ... to see look at Amazon's deal of business:You think Amazon just sell things online shop it?
If you agree, the future is the mobile Internet era, is Steve Jobs calls "post-PC era", then the future of competition did not just end equipment, but the integration of resources and services, is platform-level competition and the entrance of the fight! From this perspective, Amazon is the most widely used business chain, is the most massive monster! Although there is no phone Amazon (Amazon Tablet, Kindle Fire has listed $ 199), you think millet, Ali Baba and Tencent mobile phone can do, Amazon has put forward a little bit difficult to end up it? Amazon is not money, not lack of resources, not lack of channels (which channels are more cattle Amazon shop?), But not lack of technology (technology money there). Steve Jobs is missing, and the timing just right.
Let's look at Facebook. According to official statistics FB: more than 800 million active users (50% of the daily log), the average user has 130 friends per day to upload 250 million photos a day, more than 20 million installed FB application, 3.5 million users access via mobile devices.If Amazon is retail and content platform, Facebook is a platform for people and relationships. Social field today is the most fire, Tencent is China's most wealthy know what play it, you see how much Facebook's imagination? Tencent is China's 600 million users, while Facebook's 800 million users, 75% are outside the United States. Facebook and the relationship between the use of the resources, depth of mining massive data (data is not necessarily inferior to Google), play music, movies, SNS-based search business fly, right? Do cell phone flat like the end to combine hard and soft, Zeyang? On the financial strength of all giant Facebook is currently the poorest, but the IPO has not yet nearl y a trillion dollars of valuation. Listing potential? As Twitter right now, or too thin point (iOS5 integrated Twitter, Why not integrate Facebook?) ... ...
Finally, look at Google.
If Baidu is a chimpanzee-like big things, Google is King Kong. Tencent also a little more with the next Facebook, Baidu Google is completely immeasurably with the gap. You should not say that Baidu powerful, I can only say, towards the valley was in my brother GOV castrate JJ Egg cut only a few hair tragedy.
Look at a person's strength, depending on who is his enemy. Google to see what competitors? Everyone! To his own power at the same time confront Microsoft, Facebook, Apple, Amazon ... ... dare to play, and only Google! Android has been out of iOS a pear is rather high, but it was just an offshoot of Google services (at least the profit contribution from the current look); Google those sorts "duties," and how much imagination do things, such as smart driving, such as energy projects GoogleLabs ... ... who knows what strange new thing is the future hot product? Some have questioned Google's growth bottlenecks. Published on Thursday just to see GoogleQ311 'earnings, up to 37% growth rate is not strong enough? Google's stock price is currently $ 500, have predicted that if we maintain the current growth trend, Google stock will triple, reaching $ 1500. (Source)
Dead, half dead, did not grow up no matter the opponent is first. The greatest immediate threat to Apple, the most direct and potential competitors are Google! The entrance is a long era of the desktop, Google Android is simply to make the mobile Internet portal. As for Google's younger brother who is currently playing at the legal level, Samsung, HTC momentum can; won Google, brother self-defeating.
Although Siri is currently hanging "very apple" Beta, but its ambitions has now. Is there any product life, then the success of the product will be replaced by new technology, but it may not be out of similar products, but the new stuff. QQ's will not win a better IM, may be something else, such as micro-Bo; win the Google search is not necessarily another search engine, is likely to be artificial intelligence Siri!
In the past, check the weather, you can open the phone or desktop Google: NYCweather. However, even the mighty Google can not be semantic interpretation, you still need to follow the format and syntax of Google search, which are necessary for learning and memory, far from the convenience of human natural language. With Siri, you can ask: New York several times? How much RMB $ 1 off? Even Google can not solve the immediate needs of context and context of the problem: near the bar how to get the latest business? Which restaurant atmosphere is romantic? Online Siri those people laughing molested you have seen the scripts, right? Do not forget, this is just the beginning ... ... to Apple's resources and strength, want to Siri-oriented, create a new "lightweight" smart engine (one that did not search Google professional, but its use is far beyond the scope of the search) is a very tricky thing! The most frightening thing is, Apple is the need to search for contributions to cash flow, will not sacrifice the user experience to insert advertising.
"There are problems to find Baidu" "Google always has an answer" ... ... they will soon become past tense. The future, Siri will increase multi-lingual support, combined with further API extended to more applications, higher recognition rate and ability to learn ... ... Think about two or three years, Siri what games are played? iPad, iPod, Mac line of products to increase Siri how? Apple is the best combination of soft and hard, no traces of the most natural combination. It just works. In the past, you carry a cell phone, enumeration thing is how the trouble: pull out, unlock the screen, open Safari or Google Search, etc., in a compact keyboard input, point search ... ... with Siri, you just need In short, all the intermediate steps omitted, which results directly to you. Not to settle the alarm, send SMS, send e-mail these functions ... ... This is more than Google's existing voice recognition technology can not.
Single mobile, Google's business model: Android free to device manufacturers, rely on search advertising business to make money, hardware vendors such as Samsung did not make a dime how much the relationship with Google (mainly for the acquisition of Moto patents, rather than making equipment money) search advertising is the main profit point, Android app store is far from enough classes. And Apple has a complete eco-system, every aspect of cash flow are: the hardware more than 50% of gross profit, profit from the first device; from mobile service providers (AT & T, China Unicom, etc.) into a high percentage: Monthly Zaigua take a; digital content consumption: App, Music, Books ... ... a steady stream of money everywhere. Apple do not need to rely on search to make money, and Google have to! Apple to design their own Siri just let things cool and better use, to expand the user base: the sale of every one iOS devices, there are a few hundred dollars a steady stream of profi ts. And Google wants more partners to sell more Android devices, as many mobile phone users to search, Google advertisers a chance to earn profits. Siri is now no advertising (the future there will never be), GoogleSearch advertising, users who love? Google to enter (even Google search did not voice input natural language Siri easy), Siri is a natural language operation, which is more convenient?
Siri is Google's core search business, stabbing a sword! As the search leader, Google will never Siri laissez-faire, will be similar to the smart technology R & D (in the strength of this Google also several months of effort). Very likely, Google's voice Siri smart to do better than that ... but it still lost the battle. Because: Apple does not provide cash flow by the search, and Google have to! Siri no advertising, Google's technology can not bring similar ads. Google is facing the dilemma: do not push the laissez-faire Siri mature intelligent voice would threaten its search this foothold, push it, at least on mobile devices (the computer is another matter) that no one then the old-fashioned GoogleSearch take Web search, is fighting amongst ourselves. Android is not the source of advertising revenue is a money-losing projects. Lost to maintain the development of cash flow, by long can burn it? Even if Google more money, it can not keep burning down. Apple is not any plac e to put ads, anyway search is zero-based, bare feet are not afraid to wear shoes, take the initiative to attack is the best defense!
Looking ahead, the strength challenge Apple's game changer, only Google, Amazon and Facebook (2 were less after Google). They dispute the mobile Internet, a search platform, content platform and social platform entrance of the dispute. Of course, not necessarily have to life and death, there is no Google Apple. The next 10 years, even decades, are likely to shift, more checks and balances exist oligopoly situation. Market is not a zero-sum game. Opponents can work together, since ancient times, the hares are eternal relationship.
Joe cents to go, what do you think Apple over this? If you are 06,07, may be. But the iPhone has become widespread, Joe knew not going to live. He has enough time to do long-term planning. In recent years, regardless of financial strength, personnel arrangements, or even the next four or five years of product planning, Mr.Jobs are arranged in early foresight. CEO resigned in August after over a month he did not idle. Release iPhone 4S is what he meant, the day before his death bed watching the iPhone 4S also the conference. Online map of iPhone5 speculation, iPhone5 of the cap are mass production, these are not groundless. Apple planned at least two phones: 4S and 5. Acquire 4S test the water. If 4S hit, but why waste ammunition release 5? Personally think that the legendary larger screen iPhone 5 (can not call 5) is true. As for how to release, Apple may be the last moment (Joe more than 10 days before his death) the decision was made. Now all the results have been descri bed: pre-sale online 24 hours break million, listed on a weekend, the store has sold 4 million decline in sales of ... ... 4S, 5 out to rescue the market, and sell large year ... ...
There's one last thing ... ...
Get mad, no later than ten years. 90 Michael Dell mocking Apple, that Apple should dissolve the company. Joe scolded dirty: Ah wait and see. Now, Apple's market capitalization is more than a dozen times ... ... DELL More frightening is, Apple is the future of play is something a few years ahead of the competition. Google Android to engage in multi-touch out of time, Joe said something: Apple did not do a search, Google has to do cell phone (the subtext is ... ...) Apple product line specializes in roots of light, closed ecological system, will not blindly expand the product line. Any new features, must be repeated scrutiny before. Do you think Joe died layout Siri + iCloud, who is to do?
Siri has been formulated, let me see how Google react.
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