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(标题党一下,这个文章挺有意思的,我觉得这就是android平板的未来,kindle系列独大,其它贱卖或死掉)
更新:修正一下,把英文的原始报道贴上来,以下中文报道属于抄袭英文报道然后自己乱加东西。
http://www.pcworld.com/article/2 ... alyst_predicts.html
Kindle Fire Will Grab Half of the Android Tablet Market, Analyst Predicts
By John P. Mello Jr., PCWorld Dec 6, 2011 9:46 AM
Kindle Fire Will Grab Half of the Android Tablet Market, Analyst PredictsAmazon’s Kindle Fire will grab 50 percent of Android tablet sales in 2012, building on its success from this year, according to an investment analyst.
Kindle Fire is the only tablet in the market to mount a credible challenge to Apple's iPad, but it has had to do so by selling at cost, Evercore Partners analyst Robert Cihra wrote in an investment note reported by CNNMoney.
As noteworthy as that challenge is, it still won't make much of a dent in Apple's market lead, he said. Moreover, he asserted, it could make that lead starker by driving from the market Android tablet players who can't compete with Amazon's "razor blade" strategy. That strategy, hatched by King Gillette at the beginning of the 20th century, was to sell his hardware -- the safety razor -- at or below cost so he could land long-term customers for his content -- razor blades.
While Kindle Fire could capture 50 percent of the Android tablet market next year, selling tablets isn't the issue for Amazon, according to Stephen Baker, an analyst with the NPD Group, a market research company.
"They're selling lots of tablets at $199, but they're not making any money at $199," Baker told PCWorld. "Their goal is to create a long-term value proposition in terms of selling music and movies. What matters to them is creating that ecosystem around their content services."
Kindle Fire Will Grab Half of the Android Tablet Market, Analyst PredictsAs soon as Kindle Fire hit the market, stories began to appear that mainstream personal computer makers were preparing to concede the tablet market to Amazon and Apple. A report in DigiTimes, a publication that pays close attention to what's happening at the manufacturing end of the supply chain, said upstream sources believed players such as HP, Acer, Asustek and Dell "will gradually phase out" of the market.
Baker discounted that notion, saying that "most of the PC and phone OEMs realize they need a play in the tablet business. I don't think they're going to give up."
Hardware makers will also be drawn to the tablet market next year by more powerful processors and the entry of Microsoft into the fray. Tablets sporting Nvidia's Tegra 3 chip will tempt slate shoppers with muscular performance. Meanwhile, Microsoft has begun hammering out deals with chip makers in preparation for making tablets based on its upcoming Windows 8 operating system.
Despite all that activity, Evercore analyst Robert Cihra expects Apple's tablet domination to continue. Fourth-quarter shipments of iPads are less than he originally predicted -- 14 million rather than 15 million -- but he attributes that to inventory reductions in anticipation of an iPad 3 launch in March.
亚马逊Kindle Fire会是谁的杀手?
CBSi中国·ZOL 作者:中关村在线 孙伟 【原创】 2011年12月03日 06:00 暂无评论
Kindle Fire是Android平板杀手
笔者认为,Kindle Fire在某种程度上可以成为iPad的竞争对手,却并非iPad杀手。Kindle Fire能够杀掉的,恰恰是和自己同出一室的其他品牌的Android平板!
为什么这么说呢?Android平板之前号称“iPad杀手”的产品也不少了,但每一款最终都销声匿迹,iPad却始终岿然不动。究其原因,是内容不如iPad丰富,使用体验不及iPad流畅,只能在硬件系数上下功夫。而一味的拼硬件配置又没有利润可图,反而导致成本高企,最终丧失了唯一的价格优势。如今,恰恰有一款价格低廉,以内容服务为卖点的Kindle Fire横空出世,一扫Android平板的颓势,虽然使用体验算不上优秀,但至少也对得起199美元的价格。Kinde Fire还拥有亚马逊自己的应用商店,而且为了体现差异化,甚至无法运行Android的部分应用!可以说,Kindle Fire对iPad的影响并不大,但对于其它Android平板电脑厂商来说就是恐怖的竞争对手了。
亚马逊Kindle Fire会是谁的杀手?
iPad笑到了最后(图片来自网络)
笔者认为,随着Kindle Fire和Barnes&Noble 低价平板的上市,纯硬件厂商在平板电脑竞争中不占任何优势,他们几乎不可能通过价格竞争在平板电脑市场中获利。这些厂商很可能将逐步撤出平板市场,最终剩下来的只有苹果、亚马逊和Barnes&Noble等拥有强大内容支持的厂商,他们可以继续通过价格战展开竞争。最终硬件设备将变得越来越便宜,内容服务则变成唯一的盈利点。
没错,这就是Kindle Fire所传达给我们的信息:“内容为王”的时代,谁能抢先一步在内容建设上占得先机,谁就能抓住用户,从而在激烈的竞争中取得优势。苹果和亚马逊已经走在了前面,其他厂商若不在内容上多下点功夫,等待他们的也许就是黯然退出的下场。
总结:Kindle Fire并没有iPad那么惊艳,但对于消费者来说,亚马逊是值得信任,有着极高认可度的品牌。在鱼龙混杂的Android平板市场中,亚马逊 Kindle Fire的出现可以说给人眼前一亮的感觉。苹果依靠软硬件的完美结合以及丰富的应用打开一片天,亚马逊则摒弃了一味堆硬件配置的死路,转而从内容服务打开市场,依靠强大的在线零售资源吸引用户,给其他Android平板厂商提供了一个新思路。但作为亚马逊的第一款平板电脑,Kindle Fire并不是十全十美,如不具备谷歌生态系统支持,不具备Home键,不支持蓝牙等,相信其未来的升级版本更值得我们期待。
[ 本帖最后由 garysu 于 2011-12-8 01:02 编辑 ] |
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